Make sure the charts of account for "Default (Personal)" has the correct account and account codes, as the COA is created with the job.
These are the accounts typically needed
|Unsecured Creditors||d||Trade Creditors|
|Accounts Payable (Non-Trading)||app||Accounts Payable (Non-Trading)|
|Liability to Appointee||ap||Fees|
|Other Current Liability||r||Realisations Charge Payable|
|Costs of Realisation||ct||Controlling Trustee's Fees|
|Costs of Realisation||p||Provision for Part X Costs|
|Costs of Realisation||t||Trustee's Fees|
Data columns to import
The job and debtor import allows you to import a list of jobs and the debtor record form a spreadsheet. These fields are imported:
- Job Name
- Job Short Name
- Debtor First Name
- Debtor Last Name
- Job Type
- Start Date
- Appt Date 2
- App1 Initials
- App2 Initials "(optional)
- Debtor Address 1
- Debtor Address 2
- Debtor City
- Debtor State
- Debtor Post Code
- Debtor Email
- Debtor Phone
- Matter Number
- Matter State
- Matter Year
- Matter Check Digit
To import a list of jobs:
Navigate to the Practice in the practice menu.
- Click the Import/Export Data toolbar
- Select the "Import Custom Data" menu item
The windows folder "Select file" dialogue appears.
- Enter the Import details
Select the "Job and Debtor import" from the import wizard.
- Locate the file to import
The import filter appears.
- Validation screen may appear
- enter any expected validation text
- Click Finish to Import the data.
The jobs and debtors are now imported.