Payments Register

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.”

Client payments are posted directly to the Trust Register and instantaneously update to the Payments Register and the client’s case file in CaseWork Manager as well. Payments are listed and automatically summarized by client the same way that billing entries are handled in the Billing Register.

Click CLIENTS > PAYMENTS REGISTER on the main Taskbar to access the Payments Register from anywhere in the Geni Law program.

payments register

Immediately upon clicking the tab, the Payments Register screen opens:

payments register screen

To Delete a Payment

Click on or press the SEARCH button to find the client payment. Place the cursor in the AMOUNT column of the item you want to delete and press Ctrl+Delete. A pop-up screen appears to confirm the deletion. Enter “Y”es or “N”o as appropriate.

Search/Sort Payments Register

Click on SEARCH and make the following selections:

Client Code A quick-pick list appears; start typing the client name, last name first; click on the correct client name; default is ALL
Start Date Enter the date; default is current date
Div Code A quick-pick list appears; click on the DIV; default is ALL
Rep Code A quick-pick list appears; click on the REP; default is ALL
Case Number Auto-fills if there is only one case; if there is more than one case, a quick-pick list appears; click on the correct case number; default is ALL
Bank Account A quick-pick list appears; click on the Bank Account; default is ALL
PMT Code A quick-pick list appears; click on the Payment Code; default is ALL

Click Search for the results, or press Escape to return to the previous screen.

Print Payments Register

Click on PRINT and make the following selections:

Division A quick-pick list appears; click on the DIV; default is ALL
Start Date Enter the start date; default is the current date
End Date Enter the end date; default is the current date
Order By Enter “C”lient Code or “D”ate Code
Active Enter “A”ctive, “I”nactive or “B”oth; default is “A”ctive

Select print to “S”creen or “P”rinter; default is Printer.

Select number of copies.

Click Print for the results, or press Escape to return to the previous screen.