Setting New Matter Defaults

You can define certain defaults that will be used when a matter is added to Abacus Accounting. These default settings can be edited when entering a new matter.

1. Select File > Setup > New Matter Defaults. The New Matter Defaults window appears.
   
   

2. Complete/edit the default matter settings as follows:

   1. Billing Format Code: Select the default billing format code to be used for added matters.

   2. Default Trust Account #: Select the default trust account to be used for added matters.

   3. Type of Law Tax Status: If your state requires sales tax on services and/or costs, select Taxable.

   4. Default Timekeeper Rate Level: When you enter timekeeper codes, you construct different rate levels for the timekeeper. This option indicates the default per timekeeper rate level to use for hourly fees.

   5. Billing Mode: Select the default billing mode to be used for added matters.

   6. Billing Frequency: Select the default billing frequency to be used for added matters.

   7. Bill Distribution Preference: Sets the default bill distribution. When you select to print bills/prebills, this will be the default selection for Destination.

3. Click Done to save your changes.