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1 micus Reports pplies to: micus ttorney Category ccessible To Report Run Options Type * Calendar ppts - Date Range (4 Day Letter Size) ppts - Date Range (5 Day Legal Size) ppts and ToDos - Date Range (5 Day Legal Size) ppts and ToDos List - Date Range ppts List Date Range Day Runner E Daily (3.75x6.75) Day Timer Portable Daily (3.75x6.75) Franklin Covey Compact Daily (4.25x6.75) Full Page Day View - Color ToDos - Date Range (4 Day Letter Size) ToDos - Date Range (5 Day Legal Size) ToDos List - Date Range Tri-Fold Daily Pocket Calendar Date My Events Selected Category (List) Include Notes Initials/Name Event Category Client Portal ll Client Portal Shared Records - Selected Communications My New Client Portal Changes - Date Range My Calls and Messages - Date Range Outstanding Communications - Date Range Today's Calls and Messages Date Today's Calls Date Today's Unreturned Messages Date Unreturned Messages - Date Range ll Events Selected Include Notes ll Time - Selected My Events Selected Include Notes My Index - ll * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 1

2 My Index - Closed in Date Range My Index - Opened in Date Range My Index - Specified Status My Summary - ll My Summary - Closed in Date Range My Summary - Opened in Date Range My Summary - Specified Status Display Display Display Display My with ssociated People (one per page) My with ssociated People My Resp Lawyer ssignment Index - Specified Status My Resp Lawyer with People (one per page) My Resp Lawyer with People My Time - Selected People - Selected (Graphic) My - Custom Pages My - Custom Records Custom Page Custom Record People People Index - Phone and City and State People Index - Phone and People Index - Phone and Groups People Index - Phone, and ddress People Index - Selected People Index - Selected Role Role People Summary - Selected People Summary - Selected Role Role Time ll My Time - Date Range My illable Time - Date Range (Color ar Graph) My illable Time - Date Range * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 2

3 Time My Non illable Time - Date Range My Time - Specified Client My Time - Specified - Date Range My Time - Specified Contacts usiness Planning dministrators reas of Practice - Practice Distribution (W Graph) reas of Practice - Practice Distribution (Color Graph) Calendar dministrators ppts - ll ppts - Selected ppts and To Dos - ll ppts and To Dos - Selected Schedule 3-Days per Page (Letter Size) Schedule 5-Days per Page (Legal Size) To Dos - ll To Dos - Selected dministrators ssignment Index - Selected Index with ssociated People - ll Master Index - ll Master Index - Closed in Date Range Master Index - Opened in Date Range Master Index Specified Status Master Summary - ll Master Summary - Closed in Date Range Master Summary - Opened in Date Range Display Display Display dministrators Master Summary Specified Status Display * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 3

4 Index - Specified Status - Selected Firm Members People dministrators People Index - Phone and City and State System dmin People Index - Phone and People Index - Phone and Groups People Index - Selected People Index - Phone, and ddress - Selected dministrators ctive Firm Member Profiles Custom Configuration Settings Firm Member Groups Firm Member Roles Time dministrators Time Entries - ll Timekeepers - Selected Date Range Time Entries - Selected Client and Date Range Time Entries - Selected and Date Range Time Entries - Selected Timekeepers and Date Range Time Entries - Selected Timekeepers Contacts Initials illable Status * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 4

5 micus illing illing Users & Supervisors ccounts Receivable by Client Lists ccounts Receivable balances for, along with the aging of each outstanding invoice. Client name and phone number assist you in collections. Trust and General Retainer balances help identify that have Retainer balances which can be used to pay outstanding balances. ( illing User's data is restricted to their own.) ill Journal Lists Client ills and breaks down the charges by fees, expenses, taxes, and interest. Receipts, write ups and write downs, and aging are shown. ( illing User's data is restricted to their own.) Cash Receipts Report Details all client receipts for your Trust ank ccounts and Operating ccount. Summaries are provided by ank ccount, and Responsible Lawyer. ( illing User's data is restricted to their own.) Client ccounting Ledger Totals up billed and unbilled fees, expenses and payments to the operating account to provide a net balance for the client. ( illing User's data is restricted to their own.) Client Expense Report Shows details and a summary of expenses entered for. Expense details include: description charge, expense type (hard or soft cost) and billing status of the entry. The report can be run for one or more files. Summaries appear by, and Expense Code. ( illing User's data is restricted to their own.) Receipts up to Date ssigned Firm Member Fee Credit Lawyer illing Category Invoice Numbers ging Category Minimum R alance Receipts up to Date Write Up/Down up to Date ssigned Firm Member Fee Credit Lawyer illing Category Include Closed Invoice Number Include Paid Minimum R alance Payment Reference Received From Contains ank ccount Working Lawyer ssigned Firm Member illing Category Include Task ased Include Closed illing Status Expense Type Expense Code Minimum mount Reference Number Description Contains * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 5

6 micus illing illing Users & Supervisors Client Listing Provides a concise summary of and their current balances including Work in Progress, ccounts Receivable, Trust and General Retainer balances. WIP and R are broken down by fees and expenses. Summaries appear by and. ( illing User's data is restricted to their own.) Client Payment Distribution Displays payments made against Client ills. It details how the receipt was allocated between attorneys for fees as well as expenses, interest and taxes. totals appear, and summaries by Fee Lawyer, and. ( illing User's data is restricted to their own.) Client Profitability Report Summarizes all the fees and expenses entered on a and shows how much has been billed and the effective illing Realization. dditionally, it shows how much of what has been billed has actually been paid and the resulting Collection Realization. This report can be used to identify the profitability of your cases and files. ( illing User's data is restricted to their own.) Client Transactions Provides a detailed or summary of accounting transactions for one or more. Details for fees, expenses, ills, payments, and Trust accounting appear in chronological order. Summaries include: billed charges, unbilled charges, ccounts Receivable and Retainer balances (General and Trust). ( illing User's data is restricted to their own.) Client Trust Listing Details allocation of all the funds in each Trust ank ccount. The report includes summaries by and ank ccount. ( illing User's data is restricted to their own.) GL Transaction Report Shows the General Ledger effect of the illing transactions including; receipts and Trust activity (based on a cash accounting system). ( illing User's data is restricted to their own.) End Date ssigned Firm Member illing Category Include Closed Fee Credit Lawyer illing Category Include Closed Invoice Number Receipt Number illing Category Include Closed Show Summary Only ssigned Firm Member illing Category Include Closed illing Status Transaction Types Show Details with Trust or Retainer Only Trusts Up To: ssigned Firm Member illing Category Include Closed illing Status Trust ccount Minimum Entry mount Transaction Starting Date Transaction Ending Date Posting Starting Date Posting Ending Date * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 6

7 micus illing illing Users & Supervisors Invoice History Shows a chronological history of all activity pertaining to a particular invoice, including payments and write up/downs. The Report can also be run from the illing Index or the ills view of Details. ( illing User's data is restricted to their own.) Monthly Time Summary by Timekeeper Summarizes on a month by month basis the hours tracked per timekeeper by practice area. ( illing User's data is restricted to their own.) Retainer Replenishment Lists that require a retainer on account and shows the type of retainer required (General or Trust), the balance, and the required amount (if any) to maintain the minimum balance. ( illing User's data is restricted to their own.) Settlement Statement Provides a detailed list of billed and unbilled fees and expenses as well as payments and trust activity. It does not create an actual invoice. ( illing User's data is restricted to their own.) Time and Fee Journal Details and summarizes time and fees created for all your. The illed status as well as the illing ehavior appears for each entry. Summaries by Timekeeper,, ctivity Code, Type and illing Category are included. ( illing User's data is restricted to their own.) Time illing and Collections Summarizes by all the accounting activity that has occurred including: Time, Expenses, illing, Collections and Write Up/Down. ( illing User's data is restricted to their own.) Trust ank Journal Details all checks and receipts for your Trust ank ccounts. Summaries are provided by ank ccount, and. ( illing User's data is restricted to their own.) Invoice Number Timekeeper Working Lawyer ssigned Firm Member illing Category Include Closed Include Task ased illing Rate illing ehavior illing Status Pending Status Posting Status Transaction Type ctivity Code Minimum Fee mount Minimum Duration (Hours) Description Contains ssigned Firm Member illing Category Include Closed Receipt/Check Number Received From/Paid To Contains Trust ccount * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 7

8 micus illing illing Users & Supervisors WIP Report Summarizes and displays aging for unbilled fees and expenses per. Summaries are provides by and. ( illing User's data is restricted to their own.) Write Up/Down Journal Provides details Write Ups and Downs by Invoice. Changes to fees, expenses, taxes and interest are itemized. Summaries are provided by Responsible Lawyer, and Fee Lawyer. ( illing User's data is restricted to their own.) Working Timekeeper ssigned Firm Member illing Category Include Closed illing ehavior ging Category Minimum WIP mount Include Zero alances ssigned Firm Member Fee Lawyer illing Category Invoice Numbers Include Closed Include Deletions Include Report Selections bacus Data Systems Canada, Inc. Phone: info@abacusnext.com Copyright 2017 bacus Data Systems Canada, Inc. ll rights reserved. MICUS and MICUS TTORNEY are registered trademarks, and MICUS ILLING is a trademark, of bacus Data Systems Canada, Inc. ll other trademarks referenced are the property of their respective owner. bacus Data Systems Canada, Inc. disclaims any proprietary interest in trademarks other than its own. December 2017 * Type of report: = asic (Crystal Report), = dvanced (Microsoft SQL Report) micus ttorney Reports 2017 bacus Data Systems Canada, Inc. 8

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