QLS Professional Indemnity Insurance Questionnaire

To report on your Gross Fee Income from LawMaster for a calendar year. 

Step-by-Step guide

1. Go to Main Menu > Accounting > Debtors > Enquiry > Debtor Transaction Enquiry
2. Enter the period information as required. As the questionnaire reports on a calendar year and the LawMaster report is based on a financial year, you will need to run this report twice.
   1. Year: Prior; Period No 7-12 (January to June)
      
      
      
   2. Year Current; Period No 1 - 6 (July to December)
      
      
      
3. Select Transaction Type: Bills 
4. Click OK 
5. To group by Work type (Areas of Law) drag the column header Work type into the blue bar just below the Transactions tab
   
   
   
6. You can export both reports to Excel and combine to get total figures. 
7. Save the report back into LawMaster.  

NOTE: The disbursements figure showing in the Debtor Transaction Enquiry includes both hard and soft outlays. To get a total of soft outlays that were billed in the required calendar year you need to run Costing Transaction Enquiry (Main Menu > Client & Matter > Matter Costing > Costing and Billing) for all years, searching for Billed? = 'Billed' & Transaction Type = 'Disbursements - Non-cash' and filter the resulting grids via the 'Billing Invoice No' column for the range of invoice numbers that were produced in the required calendar year. This is because the disbursements could have been raised/entered in any year prior to the year in which they were billed.

NOTE: Depending on how 'simple' your GL structure is, an alternative method to retrieve the required information is to use your P & L (especially if you are wanting to include "Soft Disbursements"): Main Menu > Accounting > General Ledgers > Reports for Publication > Advanced Reports > Profit and Loss Statement Period by Period