Change is difficult but necessary. When change happens people sometimes act like the world has come to an end. Changing things up makes life less boring; will keep it moving forward and keeps staff on their toes. Check out the book, “Who Moved My Cheese” by Spencer Johnson, published in 1998.
CasetrackerLaw is a web-based collection tool that is changing the way collections are done and different from the competition. The majority of collection software on the market today is specific and not very customizable. Changing the software you are using now could be a good start to change in your office.
CasetrackerLaw has changed a few things….if you have visited our website lately; you will notice a huge difference in our appearance. We’ve changed our look and added a few things. We are still the same web based collection software company, just with a new look. If you haven’t visited, please do so and tell us what you think.
www.casetrackerlaw.com / 800-270-1197
Showing posts with label change. Show all posts
Showing posts with label change. Show all posts
Friday, May 14, 2010
Thursday, May 6, 2010
Money Adjustments
There are times, for what-ever reason; an adjustment must be made to an account involving the money. Either the amount needs to be changed or interest is either removed or added in. How can these changes be made so that the over-all trust account balances out correctly?
In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.
Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.
If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.
I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. www.casetrackerlaw.com / 800-270-1197
In order to change or adjust the amount placed, find the claim in question, open it by clicking on the icon with the little pad and pencil, select the blue tab “Adj Amt Placed”. Replace the old amount with the new amount and click “change”. The Amount Placed will change and the interest and fees, if any, will adjust automatically.
Another issue that comes up is removing or adding interest to the claim. In order to remove the interest, open the claim in question, select the blue tab “Payments”, scroll to the bottom of this page and you will see “Remove Interest”. Click and the interest is removed from the claim. Oops, the interest was removed from the wrong claim. How does it get added back in? Select the blue tab “Claim Info”, here you will see; in the middle of the page, “Interest Information”. When the interest was removed from the balance, it was also removed from the claim itself. Add the interest rate back into the field, add the interest start date and update. The interest will be added back into the balance.
If for some reason you find the balance is wrong, one of the first things you want to try is going to the “Adj Amt Placed” tab and simply click on the “change” button without changing the amount . This will recalculate the whole claim and automatically correct any calculations that were wrong.
I hope these two little tips come in handy when working with CasetrackerLaw. If you have any questions regarding today’s blog, give us a call. www.casetrackerlaw.com / 800-270-1197
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