Access Legal Fusion

User code change

How to Update the Branch Telephone Number in Fee Earner Desktop

Updating Branch Telephone Number

How to update legal aid crime contracts.
Environment

Update legal aid crime contracts

How to add a merge field to a bill. Bill Reference number

Update a merge field on the Bill

New user is not showing as a Fee Earner in Time Entry Recordings

Set Up User to Time Record

Set up and edit invoice templates

Stamp Duty Land Tax (SDLT) surcharge for additional properties has increased from 3% to 5%. This has to be applied in conveyancing workflows

Stamp Duty Land Tax (SDLT) October 2024 Changes

How to reset flags in the Fee Earner Desktop

Reset flags

How remove\delete questions from the workflow in Procedure File Maintenance (PFM)

Remove a question from a workflow step

Recalculating WIP or Time

Recalculate billed time

How do I create a user account for someone who worked for our firm in the past? 
Reopen user in Fee Earner Desktop

Re-activate an old user

In the Fee Earner Desktop, when trying to start a new Court Duty Session my fee earner is not available in the list to select.

Own Fee Earner not in Court Duty list

How to change the date for the LAA submission

LAA submission wrong date

How do i unlock a bill that states it is locked by another user?

How to unlock bills and documents locked by another user

How to assign a user the privilege to create ZIP files in Access Legal Fusion?

Grant a User Privilege to Create ZIP Files

How to add a PDF to the workflow in Procedure File Maintenance

How can a user create clients/matters?
What option do I select to allow a user to create clients and matters?

Giving access to Create new clients and matters

Permit another user to access the Administrator's Desktop or User Manager area, so it's not greyed out for them.

Give access to the Administrators Desktop or User Manager

Why do I receive the Error -2147221504: LaidContractNo contains invalid data. This error has been logged?
Why can't I create a crime bill?

Error -2147221504: LaidContractNo

Can I have a list of all documents that I can produce for a case in FED?

Enable the Document Generator

Email subject configuration

Users that are not getting the bills up to authorise, how do we set these up to authorise
Can different users be added to the authorise list

Draft billing authorisation set up

Delete and create new time rates

How can add a specific rate on a matter for specific fee earners?
Why the rate is coming through differently from the main fee earner rates.

Default Client or Matter time rates

Can I change the categories in the out tray?

Customise default categories in the out tray

Crime bill generation is locked

How do I insert new exports into my Laserforms?
Can I pull information through into Laserforms?

Create new Laserform exports

How to add a document or PDF document to appear in the workflow procedure.

Create a new document to add to the Quick Steps within Procedure File Maintenance

How do I use the Printer Bin Setup?
How do I map physical printer trays?

Configure printers using Printer Bin Setup

Configure case details screen to show case diary appointment

The levels of Fee earner grade explained.

Changing the fee earner grade

Where do I amend or change a user's billing permissions?
Where is a user's billing configuration found?

Change user billing permissions

I need to change my branch. 
How to change the branch for a user.

Change a user's branch

I have set up manual time recording in "Edit Current Procedure" and I have attached a timer to the base document. What am I missing?

Cannot time record on a particular Procedure

Can I automatically post approval of time recording?

Automatic time recording

Normally when I do attendance notes on a case , the automatic time recording box will pop up for me to enter but this is not happening now?

Automatic Time Entry on Activities in a Procedure

Unable to select a Legal Aid charge code when setting up a matter or when time recording, you need to assign charge code to work type.

Assign Legal Aid Charge Codes to a Work Type

How to add a desktop if we have spare licences for that desktop.

Adding or taking off another license type on a user

Add merge field to a letter in the workflow?
The merge field is not appearing in the options.
How to add additional merge fields.

Adding Merge Fields to a Letter

How can I add Crime Billing Users to the Portal

Adding Crime Billing Users to the Portal

When opening a new matter it is coming up saying no valid contract. How do I add this?

Adding a new Contract for Civil Legal Aid

We are missing some legal aid activity codes for the new rates. How do we put these in?

Add new Legal Aid rates with different activities

How to add a condition to a question in PFM.
How conditions work in Procedure File Maintenance.
How to add conditions to a workflow.

Add a condition to a question

Steps to update user privileges in the Administrator Desktop, including selecting the user, modifying settings in Staff Enquiry.

Access Staff Enquiry

I have been given a extension on my Legal Aid contract how do I amend this?
I have a new Legal Aid contract how and when can I update this?

Updating my new LAA Civil Contract

Valeriu Holtea

Administrators Desktop

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