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Tips & Tricks

A Quick Review: Tips & Tricks​

Note: For more keyboard tricks, please refer to the Key Strokes help document, found under the Getting Started help menu.

  • In posting routines, the user must TAB to the field where they want to enter information; the mouse cannot be used to just click into it.

  • Field headings in BLUE are required fields.

  • Using "Shift + F6" on the keyboard will delete a record.

  • Using "CTRL + PAGE UP" and "CTRL + PAGE DOWN" on the keyboard will change the cursor's focus forwards and backwards between blocks on the screen.

  • To save information in a routine, the user can either click the Save button on the menu bar, or press "F10" on the keyboard.

  • To save Custom Fees, Provisionals, and Trust Transfers, the user must press "CRTL + F10" on their keyboard.

  • To check if Bills have been posted, follow these steps:

  1. Follow this path on the menu: Primary Operations/Billing/ Client Statistics.
  1. When the form opens, Tab down to Matter section and enter the desired Matter Number.
  1. Tab past the Cut Off Date field.
  1. Double click on the Accounts Receivable section.
  1. The Financial Details - Outstanding Bills screen will launch.
  1. If the Bill number the user is looking for appears on this screen, the Bill has been posted.
  • When performing Conflict Searches (follow this path on the menu: Desktop/ Conflict Search), remember the following:
  1. Wildcards (i.e. %) can be used when exact information, spelling, etc is not known. Using wildcards in searches will put less restrictions on the search criteria.
  2. "Less is more" - the more search criteria entered, the less information will be returned in the query results.
  • To setup the system so cheque can be printed to different printer trays, the user must follow these steps:
  1. Check the printer driver information for the cheque printer.

Check to make sure that the correct printer driver is installed. Make sure that the correct number of paper trays is listed in the printer set up information. Record the names the printer driver uses for each paper tray. (i.e. HP is generally Tray 1 and Tray 2, but Lexmark uses Upper and Lower Tray). Set the Tray Selection in the driver to be automatic.

  1. Once you know what names the printer driver uses for the trays, set them up exactly the same in the Maintain Domain Definitions routine (i.e. under Printer Tray).
  1. Go to the Maintain Bank Master routine and find the field that is called Printer Tray (i.e. lower left hand corner of the form.) To select a paper tray, place your cursor on a bank in the top portion of the form; after that you will see the bank information displayed in the bottom portion of the form. Place your cursor in the Printer tray field and hit F9 on the keyboard. This will give the user a list of values to choose from; select which tray you want the cheques written on this bank to be printed from. Do the same with all other banks that cheques are printed from.

Important Things To Remember​

The eQuinox printer tray name must be exactly as the printer driver printer tray name.

If a printer tray is not listed in the Printer Tray field in the Maintain Bank Master form, cheques will be printed from the default tray for that bank.