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 Chart of Accounts is the necessary foundation that keeps track of how money flows in and out of your law practice in an orderly manner. Each transaction is recorded to a corresponding account number. This activity can be viewed or printed in the general ledger report at anytime for any time period. The account numbers can be tailored to correspond to your existing Chart of Accounts. The program is downloaded with a general range of numbers as follows: 100-199 Assets; 200-299 Liabilities; 300-399 ; 400-499 Income; 500-599 Cost of Sales; 600-699 Expenses; 700-799 Other Income; and 800-899 Other Expense.
To access the Chart of Accounts, click SETUP > ACCOUNTING SETUP > ACCOUNT NUMBERS on the main Taskbar from anywhere in the Geni Law program.
Immediately upon clicking the Account Numbers tab, the Account Numbers screen opens:
The screen opens with the cursor on the bottom, empty gray field where you have the ability to add new account numbers tailored to your practice. You can scroll up the screen to view all of the numbers and descriptions, or if necessary you can use the search feature.
Search Account Numbers
This database is searchable by Account Number and/or Account Type. Click the SEARCH button and the Search overlay screen appears:
A quick-pick list opens for each option for ease of selection. After you make your selection(s), press Search for the results or press ESC to return to the previous screen.
Print the Chart of Accounts
It might be a good idea to print a complete list of the Chart of Accounts that is downloaded with the Geni Law program for review by you and your accountant. Click the PRINT button and the print overlay screen opens:
Select “Print To:” (P)rinter or (S)creen; default is Printer. Enter the desired number of copies and press Print for the results or ESC to return to the previous screen.