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.

    8. Include PayNow request with emailed invoice: If PayNow is being used, check to send a PayNow link by default for all new invoices.

    9. Billing Email Format: Select the default billing email format to use for added matters.

    10. Includes the PayNow link: A read-only field. When checked, the selected billing email format includes a PayNow link.

  3. Click Done to save your changes.