Utilities

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.”

 

To access Utilities, click on OTHER > UTILITIES on the main Taskbar.

Upon placing the cursor on Utilities, a quick-pick list appears:

utilities selections

WARNING: THE USE OF ANY ONE OF THESE UTILITIES WITHOUT PROPER GUIDANCE MAY DAMAGE GENI LAW OR HAVE IRREVERSIBLE CONSEQUENCES. PLEASE CONSULT WITH TECHSUPPORT@GENILAW.COM BEFORE USING.

Force Bill/Pay Update
Force Earned Items Update
Force Trust Balance Update
Find Non-Balancing Split Entries
Test Pre-Calced Fields
Quarterly Report Archive Data
Division Evaluation Report Data
Division Evaluation Auto Archiver
Rename Division
Merge Division
Rename Company (Code) DO NOT USE

Below is a quick review of the additional items listed in the OTHER tab:

USER PREFERENCES

User Preferences represents the ability of each user to stylize his/her desktop to meet their individual requirements. Click on User Preferences for a complete discussion and instructions for using this feature.

FORMS

Forms provides a slide-out menu to place your firm’s form documents uploaded to Geni Law; such as, Employee Matters, Mileage Reimbursement, Request for Check, etc. You also have the ability to add forms used in specific Case Types. NOTE: There are no selections to view if Form documents are not uploaded to the program.

MANUALS

Manuals provides a slide-out menu to place your firm’s practice manuals uploaded to Geni Law. Manuals may be created for employee handbooks or case procedure manuals used in specific case types. NOTE: There are no selections to view if Manual documents are not uploaded to the program.

PICK DIV

You have the ability to change or switch back and forth between Divisions and do work any time in Geni Law. Place your cursor on PICK DIV and a quick-pick list appears for ease of selection.

PICK REP

You have the ability to change or switch back and forth between Representatives and do work any time in Geni Law. Place your cursor on PICK REP and a quick-pick list appears for ease of selection.

PICK CO

You have the ability to change or switch back and forth between all of the Companies created in the COMPANY SETUP process. Place your cursor on PICK CO, if there is more than one, and a quick-pick list appears for ease of selection.

EXIT

Press EXIT to exit Geni Law completely. NOTE: It is recommended to escape out of any open features before exiting the program.