📄️ Maintain Billing Parameters
The Maintain Billing Parameters routine allows the user to customize eQuinox to suit the Firm's Billing preferences. Since making changes to the parameters that are regulated through this routine will affect the entire system, it is available to only those users who have been granted access rights.
📄️ Maintain Disbursement Codes
The Maintain Disbursement Codes routine allows the user to establish and maintain Disbursement Codes that are to be used throughout the system. Since making changes to Disbursement Code information affects the entire system, this routine is only available to those users who have been granted access rights.
📄️ Maintain Domain Definitions
The Maintain Domain Definitions routine allows the user to view and/or maintain Domain Definitions. In eQuinox, Domains are used to "group" options in Lists of Values, Lookups, etc. For example, when looking up a General Ledger Account Type, the user would be presented with a List of Values containing all options in the Account Type Domain.
📄️ Client File Parameters
The Client File Parameters routine allows administration to define the way in which Client Files are handled within the Firm. Since making changes to the information in this routine will affect the way the entire system operates, only those granted access rights can use this routine.
📄️ Maintain Firm Parameters
The Maintain Firm Parameters routine allows the user to customize eQuinox to suit the Firm's operating preferences. Since making changes to the parameters that are regulated through this routine will affect the entire system, it is available to only those users who have been granted access rights.
📄️ Maintain Flat Fee Codes
The Maintain Flat Fee Codes routine allows the user to view and/or maintain Flat Fee Codes. In eQuinox, Flat Fees are set amounts that are charged for specific tasks or types of Matters. For example, if the Firm wishes to charge a Flat Fee for Wills, the information and the set fee amount must be established through this routine. When opening a Matter in the Maintain Matter Information routine, the user has the option to select a Flat Fee Code to be applied to the Matter.
📄️ Maintain Gl Posting Parameters
The Maintain GL Posting Parameters routine allows the user to set the details for General Ledger postings that are to be used throughout the application. These settings ensure that postings occur to the proper accounting month and year, and that only users granted the proper authority can override the set system posting regulations (i.e. using the Accounting and One Sided Journal Entry passwords).
📄️ Maintain Interest Codes
The Maintain Interest Codes routine allows the user to view and/or maintain the Interest Codes used by the system. Interest Codes represent different Interest Rates that are to be charged to overdue Client Accounts after a specified number of days. When opening a new Matter for a Client through the Maintain Matter Information routine, the user has the option to select the Interest Code to be applied to Client's Bill for that Matter. The Interest Codes maintained in this routine will be the options presented to the user when selecting an Interest Code to be applied to a Matter. Since making changes to Interest Codes affects the Outstanding Bill Amounts, this routine is only available to those granted access rights.
📄️ Maintain Language Terms
The Maintain Language Terms form allows the user to maintain language translations. When the user specifies a National Language in the Maintain Firm Parameters form, a translation program adjusts the wording used throughout the application to appropriately suit the type of language. The translations that take place when the translation program runs are those specified in this form. For example, if the Firm is an American Firm, the National Language can be set to 'American English' in the Maintain Firm Parameters form, and the terms specified in this screen will be displayed in their American spelling. For example, while Canadians use 'cheque', Americans use 'check'; by setting the National Language to 'American English', all instances of 'cheque' will be changed to 'check'.
📄️ Maintain Case Management Templates
The Maintain Case Management Templates routine allows the user to define the events, and the order in which these events must occur, for each type of case taken on by the Firm. This is an optional feature; the user specifies whether or not a Case Code is to be used for a Matter in the Maintain Matter Information routine. Since making changes to the settings that are regulated through this routine will affect the entire system, it is available to only those users who have been granted access rights.
📄️ Maintain Nature Codes
The Maintain Nature Codes routine allows the user to view and/or edit Nature Codes. In eQuinox, Nature Codes are used to classify the nature of Matters (the general topic/ issue of the Matter or Nature of Practice). When opening a Matter in the Maintain Matter Information routine, the user must enter the Nature of the Matter; the Nature Codes maintained in this routine will be displayed in the Matter Nature List of Values that the user must select from when entering a new Matter. Note: Since changing Nature Codes will affect all files, the user must exercise extreme caution when modifying information on this screen. For example, if the user changes "Civil Litigation" to "Marine Litigation", all Civil Litigation files will be changed.
📄️ Maintain Offices And Departments
The Maintain Offices and Departments routine allows the user to enter, view, or edit information about a Firm's Offices, and the Departments within these Offices. When entering information about new Offices, the user must provide a unique Office number, as well as the office type and name. When entering information about new Departments, the user must provide a unique Department number as well as the Department name.
📄️ Maintain Office Tax Groups
The Maintain Office Tax Groups routine allows the user to assign Tax Groups to Firm Offices. Tax Groups are established through the Maintain Tax Groups routine, and Offices are established through the Maintain Offices routine. This routine should be used with caution, as it will affect all Billing amounts and procedures.
📄️ Maintain Task Billing Template
The Maintain Task Billing Template allows the user to view and/or maintain Task Billing Templates. In eQuinox, firms are given the option to bill clients on a Task basis. The process of Task Billing involves matters being assigned a Task Bill Template. Task Bill Templates are broken down into Phases and those Phases are then broken down into individual Tasks. This form houses the Task Bill Templates and lists each Phase associated with each Template and subsequently, each Task associated with each Phase.
📄️ Maintain Tax Groups
The Maintain Tax Groups routine allows the user to establish and maintain the Tax Groups that are to be used throughout the system. Tax Groups are combinations of Tax Structures; these combinations may make up a Compound Tax Structure, or may simply be a combination of the taxes that are used in a specific area. Tax Groups are assigned to specific areas (Offices) through the Maintain Office Tax Groups routine. This routine should be used with caution, as it will affect all Billing amounts and procedures.
📄️ Maintain Taxes
The Maintain Taxes routine allows the user to establish and maintain the tax structures that are to be used throughout the system. This routine should be used with caution, as it will affect all Billing amounts and procedures.
📄️ Maintain Templates
The Maintain Templates routine allows the user to view existing or introduce new templates to be used throughout the eQuinox system. The type of templates maintained through this routine include Bill Style, Statement Style, and General Ledger Style templates. The template itself is an independent program that defines the layout and content of certain documents; in order for these templates to be used throughout e-Quinox, they must first be identified and their location specified to the system, which is accomplished using this routine. For example, when the user opens a new Matter, they must specify the Bill type that is to be used when producing a Bill for that Matter. The user must select the Bill type from a List of Values; the options in the list will be the Bill templates found in this routine.
📄️ Maintain Time Codes
The Maintain Time Codes routine allows the user to define and maintain Time Codes. In eQuinox. Time Codes allow Timekeepers to specify which tvpes of Time Entries always involve a Disbursement Entry as well. For example, if a Timekeeper wishes to always post one hours worth of Time to a Client's Matter for every letter that is written in regards to that Client, it may be specified here. Also, if the Timekeeper wishes to automatically make a Disbursement Entry for Postage every time that a letter is written in regards to a Client, it may be specified here as well.