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How to schedule EIDL loan payments from Pay.gov

SBA Capital Access Financial System caweb.sba.gov/cls/dsp_login.cfm Check your EIDL loan balance, next payment due date, and payment allocation to interest and principal

Billable time is lost due to discounts, credit memos, and accounts receivable. The reductions are not included on the activities page in Clio.

The SBA Rapid Portal or covid19relief1.sba.gov/ website will be closing May 16, 2022. Before the website closes 1) Make a screen image of the main loan balance page 2) Download a copy of the EIDL loan agreement from the Review and Sign Documents page SBA Announcement www.sba.gov/funding-programs/loans/covid-19-relief-options/covid-19-economic-injury-disaster-loan/about-covid-19-eidl The COVID-1...

How to capitalize advanced client costs and other filing fees in CosmoLex for immigration law firms.

The video demonstrates an accounting workflow for an immigration law firm with the following requirements: 1) Clients are invoiced before work begins. The accounts receivable balance tracks cases in a "quote" status. 2) The firm uses two trust accounts. All payments are deposited to a primary trust account. Client application fees are held and paid from a secondary trust account. 3) Prepaid fla...

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MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments Our MyCase Payment Plan Series MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments ua-cam.com/video/HwfJ_XcunG0/v-deo.html MyCase Payment Plans - Step 2 -Create Payment Plans on Client Invoices ua-cam.com/video/7Ip0sPJghGY/v-deo.html MyCase Payment Plans - Step 3 - Managing Payment Plan B...

MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments Our MyCase Payment Plan Series MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments ua-cam.com/video/HwfJ_XcunG0/v-deo.html MyCase Payment Plans - Step 2 -Create Payment Plans on Client Invoices ua-cam.com/video/7Ip0sPJghGY/v-deo.html MyCase Payment Plans - Step 3 - Managing Paymen...

MyCase Payment Plans - Introduction Our MyCase Payment Plan Series MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments ua-cam.com/video/HwfJ_XcunG0/v-deo.html MyCase Payment Plans - Step 2 -Create Payment Plans on Client Invoices ua-cam.com/video/7Ip0sPJghGY/v-deo.html MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments ua-cam.com/video/Ar...

Lawmatics Weekly Lead Report

Hourly Process for Flat Fees - Collected and Billable reporting for flat fee matters.

Export Data to Excel Steps 1) Sort by Task and Expense - Delete all hard cost rows - Not shown in the video 1.1) Convert time quantity column from hours:minutes format by multiplying by 24 2) Arrange data by Timekeeper, matter, date, hours, value 3) Adjust row height 4) Sort by Timekeeper, matter, date 5) Subtotal by Timekeeper 6) Subtotal by Matter - uncheck replace totals box 7) Click the 3 8...

Law Firm CRM - Best practices, example reports, and example dashboards

Clio Matter Budgets - Summary Management Report

Clio Matter Budget Options and Example Management Report

Immigration Law Firm Trust and Client Accounting in Soluno

Gusto payroll process using time tracking for hourly employees

Gusto Payroll Time Tracking - How to record time using Gusto's internal time tracker.

Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees

WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide

Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide

Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide

Client Balances and Accounts Receivable IOLTA Draws

Paycheck Protection Program Forgiveness Calculation

Update on the Payroll Protection Program and other tools to manage cash.

Leads Report from Clio Grow - Creating Report in Excel

Leads Report from Clio Grow - Custom Fields

Leads Report from Clio Grow - Introduction