Pay the Firm

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.”
WRITE EARNED FEES CHECK TO FIRM
NOTE: Place preprinted check(s) in printer – this happens fast! Check printing begins automatically.

Click on TRUST > TRUST REGISTER on the main TASKBAR from anywhere in the Geni Law program.

Trust Register taskbar

Click the WRITE CHECK button circled here in red:

buttons-trust-with-write-checks-highlighted

Immediately upon clicking the Write Check button, the Print Checks overlay screen appears:

trust - write earned checks print overlay

Select Date Start and Date Stop.

Enter the Bank and Income Accounts.

Enter the pre-printed check number, if necessary (highlighted here in green to show that the program keeps track of checks written and knows what the next check number should be).

Click the F8=WRITE EARNED FEE CHECK TO FIRM button highlighted above in green.

Geni Law instantaneously calculates the earned fees amount for one or multiple Divisions (attorneys) to be paid, deducts the amount from the Trust Account as a check and adds it to the Operational Account as a deposit. Geni Law instantly updates the balances in both accounts.

In addition, a deposit slip prints automatically.