System Settings


Simplified menu - Click Settings, System Settings

Standard menu - Click  Settings, System Settings

Classic menu - Click System, System Settings


The System Settings tab on the System Settings screen enables you to modify the program options and settings to suit the way you work.  These options apply to everyone who uses the program.  Watch a tutorial on configuring ESILAW.

  1. Click the System Settings tab, then click Edit .

  2. In the Company Name field, enter your firm name.  

  3. Use the Common City field to record the city in which most of your clients/matters reside.

  4. Before beginning data entry, you must decide whether to use matter numbers.  Matter numbers are used to differentiate between individual matters for the same client file.  If you do not use matter numbers, a new number is assigned to each new client job.  Beside Client Number Format, select the type of file numbering you want to use.  Contact Technical Support if you need to change your client number format after beginning data entry.  If you change your client number format, you must run the utility program Rebuild Indexes before continuing data entry.

  5. Under Clients/Matters, select Automatic Numbering if you want the program to automatically generate client/matter numbers as files are opened.

  6. Under Receipts, select Automatic Numbering if you want the program to automatically generate receipt numbers when entering receipts, retainers and trust receipts.  Select Number Receipts by Bank to maintain separate numbering series by bank.

  7. Select a Date Format.  Reports, data entry programs, and all other screens display dates based on this format.  Select MDY to format dates MM/DD/YYYY.  Select DMY to format dates DD/MM/YYYY.  Select YMD to format dates YYYY/MM/DD.

  8. In the Language field select English or Français to display program screens and reports in your preferred language.  Individual users may select their own setting using the Language option in User Settings.   

  9. Beside Financial Year, enter the start and end dates of your current financial year.  These dates are used by general ledger reports and by data entry programs, and are incremented by the year-end program.

  10. Beside Year End Month, select the last month of your firm's fiscal year.   

  11. Enter the Cash Receipt Limit.  Client files or matters with cash receipts for a single lawyer exceeding this limit are indicated on the Receipt Journal report.

  12. The Previous Year Adjustments Password is used when entering adjustments for the previous fiscal year.  Leave this field blank unless you are currently entering previous year adjustments.  Read Entering Prior Year Adjustments for more information.

  13. Select Use Originating Lawyers to be prompted to specify originating lawyers when opening clients/matters.

  14. The program can automatically add clients/matters to a conflict of interest database as you are opening them, and will display a search screen with the names of potential conflict of interest parties.  If you want to automatically record conflict of interest information, enable Create Conflict Database.  If you do not enable it, you can manually enter and view conflict of interest information using the Clients and Matters feature.

  15. Select AutoPrint Limitation Diary if you use limitation dates and want the daily limitation reports to print automatically when the program starts the first time each day.

  16. Select Display Audit Numbers After Posting to display a window with the transaction audit number after clicking Post in data entry features.  

  17. Select Print Audits After Posting if you want to be prompted to print transaction audits after clicking Post in data entry features.  If this option is disabled, print your audits by selecting Print from the File menu, and selecting Print Unprinted Audits.  

  18. The News and Updates screen displays automatically for all users when they log in to the program, unless the option Display News & Updates to Administrators Only is selected.  

  19. Indicate whether to allow Trust Overdrafts on clients/matters.  If overdrafts are allowed a warning message will display if a check is entered that will cause a client/matter to go into overdraft, but you can override the message and continue.

  20. Select Combine Audits to print both pages of transaction audit reports on a single page.

  21. Select Print Checks if you want the option to print checks immediately after posting them.  If this option is disabled the Print After Posting option in the check entry features will be unavailable, and you'll need to print checks by selecting Print from the File menu.  

  22. Beside Login Logo, select a bitmap (a file with extension .bmp) to appear on the program's login screen.

  23. Under Menu, select Standard to display menus as Navigators, select Simplified to display a menu system in which frequently-used features are most accessible, or select Classic.  The Simplified menu system is the default.  

  24. If applicable, enter the date on which client identification and verification became effective in your province.  Client files opened on or before this date are automatically marked Pre-existing.  Select Validate Client Status for Trust to enable this option.  Client identification and identity verification applies only to firms operating in Canada.  

  25. In the Trust Administration Fee field, select Client, Firm or No Prompt to choose the default setting for charging the trust administration fee when entering trust receipts.  The Trust Administration Fee applies only to firms operating in British Columbia, Canada.

    1. In the TAF Disb. Code field, select the disbursement code used to track the trust administration fee.  Choose the TAF code unless you have set up a different code.  

    2. In the TAF File ID field, enter the File ID assigned to your firm by the Law Society of British Columbia.  

  26. Select Yes (recommended), No or Always to activate or deactivate the Automatic backup.  Do not select Always if you run a network version of the program.  The automatic backup is not intended to replace a complete backup stored offsite.  Remember to check your backups regularly to ensure your data is being backed up properly.

  27. Click Save , then click Exit image\exit.gif.  


System Settings - Documents

System Settings - Control Accounts

System Settings - Tax Settings

System Settings - Memorized Transactions

System Settings - Billing