Ways to get help while you work:
- Handy Tool Tips
for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
- Quick-Pick Lists
are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
- Help Screens
are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”
The Earned Fees Report provides up-to-the-minute, synchronized data by All Divisions and Clients or by individual Division or Client in Full or Summary report form. The Full report shows the earned fees to transfer from the Trust Account to the Operations Account for each client by Division with Division totals and a Grand Total at the end. The Summary report shows Division totals only with a Grand Total at the end. Information for the following fields is contained in the Full report:
- Case Number
- Billed Amount
- Paid Amount
- Total Earned Amount
- Needed Trust Balance Amount (to begin work on the case)
- Actual Trust Balance Amount
- Payable to Trust Amount
- Pay Firm Amount
- Paid More Than Earned Amount
The Earned Fees Report is a comprehensive report detailing the client, case number, how much the client has been billed, how much the client has paid, the total amount of fees the firm has earned, the balance in the trust account, how much will be paid to the firm and how much has been paid but not earned (overpaid).
The Earned Fees Report can be printed anytime. Click on CLIENTS > EARNED FEES REPORT on the main Taskbar from anywhere in the Geni Law program.
Immediately upon clicking the Earned Fees Report tab, the print overlay screen opens:
Please make the following selections:
|Division||Select Division; default is ALL|
|Client Code||Select Client Code; default is ALL|
|Include Zero Balance||Enter “Y”es to include zero balance; default is “N”o|
|Active||Enter “A” for Active clients or “I” for Inactive clients; default is “B” for Both active and inactive clients|
|Summary Only||Enter “Y”es for summary only; default is “N”o = Full Report|
Select print to “S”creen or “P”rinter; default is Printer
Enter number of copies
Press Print for the print results, or press ESC to return to the previous screen.
Due to the wide variety of print selections contained in the Earned Fees Report feature, there is no Search/Sort function for the Earned Fees Report.
Here is a sample of the Earned Fees Report, SUMMARY report:
Here is a sample of the Earned Fees Report, FULL report: