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- Orion Administration Overview
- System Setup
- Action Setup
- Contact and Case Setup
- Tables and Views
- Document Library Admin Guide
- Critical Dates Admin Guide
- Orion Usage of User ID
- Target Rate and Cost Rate
- Using a Personal Dictionary for Spell Check
- Message that there are not enough timekeeper licenses when attempting to add a Timekeeper
- Inactivating a Timekeeper
- Preventing an User from Accessing Orion
- Changing the Default "Assigned To" on a Section of the Client-Matter Intake Form
- Copying Rates from One Timekeeper to Another
- Creating a New Security Group by Copying an Existing Group
- Firm Name Change
- Merging a Contact Type or Case Type
- Security rights to edit and delete public views
- Assignment Event Settings
- View Column Settings
- Adjusting Objects in Document Library Such as Letterhead or Fax Coversheet
- Home Page that Launches when Orion loads – How to turn off or disable
- Security Settings that Allow Change of Client Address
- File Maintenance Rights Without Rights to Manage Users
- Giving access to Bill Preparation for changes to Fee Descriptions Only
- Rights to Bill Preparation with No Ability to Change Bill Amounts
- Giving Access to Billing Manager for Invoice Reprints Only
- Copying a Security Group
- Assigning Security Group to Multiple Users
- Changing Gender Designation on Multiple User Records
- Changing Capitalization on User Sort Name
- Rights to File Maintenance Matter Manager
- Timekeepers
- Adding a Contact Relationship Type
- New Matter Not Showing in AP Entry – Matter Look-Up
- Rights to Edit Client and Matter Records without Rights to File Maintenance
- Matters Not Defaulting to Client Settings for Validate Cost Images
- Allowing Users to Access File Maintenance without Access to Rates
- Can I Give Users Rights to Add/Edit Service/Activity Codes Without Giving Rights to File Maintenance Manager?
- Finding Table Where Custom Data is Stored
- Critical Dates – Venues
- Changing your Firm Address in Orion Admin
- Critical Dates – Date Rules
- Critical Dates – Protocols
- Document Library – Document Types
- Document Library – Categories
- Document Library – Merge Forms
- Unable to Assign a Level for an User
- Security for Changing Rates
- Timekeeper Changing Last Name
- Setting up User Short-Cut Keys in Orion
- Preventing Users from Purging Conflicts History or Rebuilding Indexes
- Write Ups and Write Downs Access in Bill Preparation
- Removing a Stage of an Intake Form
- Duplicate Login ID not Allowed Error
- Putting Notes Field in Additional Matter Information on Intake Form
- Impact of Inactivating a Timekeeper
- Sharing a Custom Report
- Document Linking, How to Add a Type of PDF
- Changing Timekeeper from Associate to Partner
- Prevent Users from Deleting Public Views or Grid Detail Reports
- Matter Status – Proxy Not Required Security Setting
- Rights for Conflicts Searches Only
- Rights for Records Management Searches Only
- Adding an Action Type
- Copying Rates to an Existing Timekeeper
- Set Up for Prefixes and Suffixes – Look ups under the Full Name Button in Contacts
- Default Fields for Prefix, Suffix, Contact Types, Contact Relationships and Matter Relationships
- Export and Import Custom Tables
- Error or Warning – Current Person is not Set Up with a Valid Dataview Profile
- Adding a Matter Relationship
- Setting Up the System for the Summary Compiler (Dashboards)
- We purged our audit trail file but the size of the file on the server did not get any smaller.
- Orion Administration Manual
- Will I Be Able to See the Time of an Inactive Timekeeper?
- User Accidentally Hitting F9 instead of F10 to Save a Fee Transaction
- Security by Location Code
- Status Codes on Fee Entries ~ Audit Trail
- Setting up Shortcuts
- Billing Overview
- Bill Preparation
- Prebills
- Invoices
- Styles
- Billing and Listing Reports
- Electronic Billing
- Client Advance and Expense Descriptions are not Printing on the Invoice
- How to Reflect Payment by Retainer or Trust on an Invoice
- The Difference Between the Bill Status of Individual Transactions and the Bill Status of a Matter
- Excluding Zero Dollar Invoices
- Generating Interest in Orion
- How Orion Uses Billing Cycle in the Billing Process
- Interest Generation
- Unable to Generate an Invoice Due to an Unapplied/Unposted Payment
- Minimum Number of Days Passed Option in Prebilling and Billing
- User with Full Rights to Billing Unable to Access Client-Matter field in Bill Preparation
- Unable to Print Invoices Due to Another User Invoicing
- Split Billing – Dividing Time Between Two or More Matters
- Reminders Not Printing on Client-Matters with Accounts Receivable
- Preventing Users from Entering Time for a Previous Month After Prebills Have Been Printed
- Appending Task Code to Fee Description
- Email Bill Delivery
- Is There a Way to Stop Reminder Statements from Printing for a Client
- Write Off of AR is not Showing on Invoice
- Prebill Not Printing on Recently Opened Matter
- How to See New Invoice Amount After Changes in Bill Preparation
- Timekeeper Showing Multiple Times in Person Recap on Invoice
- Printing Prebills and Invoices on Non-Billable Matters
- Consolidating Copy Charges on Client Invoice
- Timekeeper's Time Showing with Incorrect Rate Code on Prebill
- Prebills Not Printing for some Client-Matters
- Printing a List of Matters Deferred from Billing
- Fee Transaction Flagged Off Invoice Included in Timekeeper Recap
- Matter Balances Not Included in Client Cover Sheet
- Changing the Unit Cost for Copies on a Client-Matter
- Accounts Receivable Created on a Non-Billable Matter
- Making Changes to an Invoice after a Payment has been Applied
- Re-Setting Transactions Back to Original Value in Bill Preparation
- How do I Manually Generate Interest for a Client-Matter?
- Changing the Description of a Fee Entry After it has been Invoiced
- What Happens if I Delete Fee Transactions Through Bill Preparation?
- What is the Timekeeper ID used for in the Interest Generation Program?
- Error Message, Cannot Create an Invoice
- Viewing Time and Expense Entries in Bill Preparation
- How Do I Print an Invoice that DOES Not Concatenate Entries?
- Printing Reminder Statements
- Unable to Generate Invoice Due to an Unapplied/Unposted Credit (CR)
- Unable to Generate an Invoice Due to an Unapplied/Unposted Write Off (WO)
- Changing the Print Order of Fee Transactions on an Invoice
- Globally Resetting Deferred Work in Process Transactions to Selected
- Placing a Logo in an Invoice Style
- Write offs and Write Downs – Reports for Client Advances
- Balance Forward on Prebill
- Reprinted Invoice Not Showing the Same Amount in the "Less Payments" Line
- Prebill Manager – What Does the Yellow Color Mean?
- Retainer/Trust Activity not Showing on Prebill
- Combining Fee Transactions for the same Timekeeper on the Same Date
- Task Codes on Prebills
- Prebill Editing Limited to Description Field
- Changing Fee Description After Invoicing
- Deleting Fee Transactions in Bill Preparation
- Deleting Expense Transactions Through Bill Preparation
- Rate Not Holding Constant During Write Down in Bill Preparation
- Bill Amounts Differ from Original Amounts on Prebill
- Impact of Write Downs on Productivity Reports
- Recommended Method for Handling Contingency Cases in Orion
- When an Invoice is Voided, How Can I Find it Again?
- Flat Fee Paragraph Style Invoice
- Report on Email Bills
- Invoice Editing: How to Change the Text Box
- Email Bill Delivery Manager Grid Summary Report Printing Off Page
- Prebill Manager Grid Summary Report Printing Off Page
- Billing Manager Grid Summary Report Printing Off Page
- Reset Bill Status of WIP Transactions
- Customizing "Action" Section on Prebill
- Global Rate Change in Bill Preparation Not Working
- Email Bill Delivery Set Up – Client Level
- Changing Fee Status from Deferred to Selected
- Reminder Not Printing for Client-Matter
- Printing Prebill for Client-Matter with AR but No Other Activity
- Orion EDI Billing – Unable to enter Insurance Case Data for Client-Matter
- Impact of Writing Down Time
- Write Downs in Bill Prep – Using Action and the Write Up/Down function
- User Not Seeing Newly Printed Invoice in Billing Manager
- XX Color Coded Records in Prebill Manager
- Locating General Ledger Transactions Created by the Posting of an Invoice
- Determining the Actual Posting Date of an Invoice
- Holding Rate or Time Constant During Write Down
- Select (All) and Deselect (All) Functions in Bill Prep
- Default "From" dates in Bill Prep when I go to Generate an Invoice
- Moving Fees and Payments from Prior Period/Year from one Client-Matter to Another
- Split-Billing Producing all Zeros
- Unable to Split a Bill
- Printing Invoices on Multiple Prebill Records
- Images are not Showing up in Prebills or on Invoices
- Transactions Not Printing in Order After Changing Level Number on Fee Transactions in Bill Prep
- How do I tell my Costs/Expenses not to Combine on the Invoice?
- "Suppress if Billable Amount is Less Than" Option in Prebilling
- Copying an Existing EDI Template
- Prebills Printing on Closed Matters
- All My Closed Matters are Selected for Billing
- EDI Submission Error – Client_Matter_ID not Valid
- Determining Total Amount Printed on Prebills
- Bill Preparation Message asking if you Want to Perform Automatic Allocation
- Matter Assigned EDI Template but EDI Module Says No Template Assigned
- Invoice Prints Blank when I Print a Draft to Screen?
- Making a Backup of a Reminder, Cover, or an Invoice Style
- Changing Address on Invoice, Reminder, and Cover Styles
- Adding EDI Billing to a Client – EDI template already exists
- Generating Overhead Expenses in Orion Based on Wip Fees
- The Combination of Fees and/or Expenses
- Subsequent AR Balances Showing on a Regenerated Invoice
- How Does Orion Handle the Write Down of a Client Advance?
- Invoices for Clients that Require Cost Images
- Can I do an Interim Invoice?
- No Data being produced during EDI Billing
- Blank Page Printing at End of Every Invoice After Adding Cost Image Sub-Report
- Cost Images Not Printing with Client Invoices
- Removing the Quantity and Rate on Invoice Styles
- Showing Posted Payments After Invoice Date
- Turning off Timekeeper Recap on Invoice Style
- Client Cover Sheet not Coming Over in Email Bills
- Auto Applying RAPs/TAPs
- Custom info on Invoice Styles
- Prebill Not Printing when WIP exists on Client-Matter
- Determining Who Voided an Invoice
- What does the X in "Include Invoice in Hard Copy" on the Prebill Style mean?
- RAP set for Auto Apply Did Not Print on Invoice
- TAP Set for Auto Apply Did Not Appear on Client-Matter Invoice
- Credit (CR) Set for Auto Apply Did Not Show on Client-Matter Invoice
- Prebill Printed Each Entry Twice for one Client-Matter
- Matter Re Expanding the Number of Lines of Description that Print on Invoice
- Capitalization on Concatenated Fee Transactions
- Timekeeper Recap on Invoice Style Should Print in Name Order
- Timekeeper Recap on Invoice Should Print in Order by Level
- Changing Concatenation Separator
- Global Edit in Bill Prep
- Federal Tax ID Field
- Custom Text on Invoice Style re Trust Balance and Interest Earned
- Fees/Expenses Showing as Deferred on Prebill But They Are Selected for Billing
- Suppress Option Set to Yes in Generate Prebills but $0.00 Prebills Still Printing
- User Chose to Print Prebills With No Activity but AR Only and Nothing Printed
- Reprint of Invoice Prompting for Cutoff Dates
- Prebill Manager Grouping Panel – Sorting Responsible Attorneys into Own Groups
- Can I Add a Fee Transaction through Bill Preparation?
- Previous Balance Showing on Cover Sheet
- Reprints of Invoices – Voided Invoices
- Reprints of Invoices, Prebills, Voided Invoices – Accounting Records Retention and Backup
- Setting up Flat Fee Billing for Phases of a Case
- Retainer Balances on Prebills
- Resending Email Bill Delivery Invoices
- Invoice Copies
- How to Edit Contents of Actions Box on Prebill Style
- Editing Invoice Style to Not show data in Matter RE in lines 5 and above Post Update (internal use)
- Discounts in Orion
- Splitting a Fee Transaction
- How to Record Client Advances Paid Through the Petty Cash Account
- Can I Hold Individual Time Entries?
- TAP not showing on Invoice
- Prebills and Incomplete Time
- Bill Preparation Write Ups and Write Downs
- Discount Overrides – How to Present A Discount Off of "Already Discounted Production Amounts"
- Cut off Date In Prebill Manager
- Deleting Prebills and Editing Records in Bill Prep
- Can I Print Reminders by Amount Due
- Appending Task Code to Fee Transactions on Prebill
- How to show Activity Codes on Fee transactions when printing Prebills
- Including Billing History of a Matter on the Prebill
- Message that Client is Locked
- Can't see Transaction in Auto Apply Window
- How Can I Tell the System Always to Display a Number as a Negative Number?
- Reminder Statements
- Write-Offs vs. Write-Ups/Write-Downs
- Email Bill Delivery Client Level – Sending Emails for First Time
- Client Cover Sheets
- Will Interest be Calculated on Matters Deferred from Billing?
- Invalid Person in Defect Notes on Prebills
- Matter Deferred from Billing
- Can I Change the Date of a Client Advance without Adjusting the Voucher?
- Viewing Calculation on Invoice Format
- Not Printing Hours on Invoice when Hours are Listed as Zero on Flat Fees and Adding Words Flat Fee
- Split Billing for Expenses/Disbursements (Client Advances)
- File Format for LEDES98B EDI Format
- File format for Ledes 98B International EDI Format
- Ledes 2000 (XML) Format
- Ledes XML E-Billing Format
- LSS EDI Format
- ACE ESIS / ACE Advocator Format
- Alias Billing and EDI
- Invoice Formatting – Blank When Zero Checked but Variable Still Shows
- Missing Time and Expenses From Unposted and Voided Invoice
- Entries Already on a Target Matter when Using Orion's Split Billing Feature?
- Unvoiding an Invoice
- Voiding an Invoice in Orion created in Prior System
- Incorrectly Writing Down Client Advance Created By Voucher Adjustment – On a Paid In Full Invoice
- Invoice on Trust Only Activity
- TAP Used to Pay Older Invoice
- EDI Bill Submission – Line Items Did Not Total to Invoice Total Shown
- EDI Invoice Error – Total of Lines in File Does Not Equal Invoice Total
- In Prebills Generating an Invoice – Print Actual Brings Up Blank Page
- Prebill Manager
- Discount Logic Overrides
- Reversing a Split Bill
- Email Bill Delivery – Reminder Statements
- TyMetrix EDI Federal Tax ID – adding zip code
- Error: Could Not Load Invoice Style
- Invoices Will Not Print with New Client Cover Sheet
- Invoices Will Not Print with New Invoice Style
- Reminders Will Not Print Using New Reminder Style
- Email Bill Delivery – Email is not Showing the List of Invoices
- I am clicking on Create EDI Bills but No Files Are Being Created
- Determining Why an Actual Invoice will not Generate
- nvoice Went to Incorrect Email Address
- Can we Exclude Current Charges from a Reminder Statement?
- Updating Default Printer for Billing
- Orion Billing Manual
- Percentage Discounts – using Discount Logic
- Unposting and Voiding Invoices and affect on Prebill Records in Prebill Manager
- Audit Trail for Invoice(s)
- Prebills not Printing
- EDI Invoice Not Being Created on a Matter
- EDI template Designer not Appearing When Button is Clicked
- Carbon Copy Invoices are Not Printing with my Invoices
- Itemizing Trust Activity on an Invoice Style
- Security Settings for EDI Billing
- Records Showing Twice on Draft Invoice
- Automated Period at End of Sentences on Invoices
- Client-Matter Not Showing on Select and Defer Screen
- How to Have Trust or Retainer Balance Not Show on Invoice Style
- EDI Bill is Not Being Produced
- Duplicate Records on Prebill
- Editing Email in Email Bill Delivery Prior to Sending
- How to bill Client Court Costs Separately
- Change Matter Option in Bill Preparation- Considerations Marking Down Time on Transferred Entries
- Attention Line not Showing on the Cover Sheet
- Client-Matter Trust/Retainer only Balances
- Voucher Adjustments of Billed Client Advances in Orion
- Method to Clear RDP Adjustment from Client Matter File When you Want to Avoid Unposting Invoice
- Recalculate Box in Bill Prep not working
- How do I perform split billing
- Varying Hourly Bill Rate
- Release Notes – March 19, 2014
- Orion File Maintenance Overview
- General Ledger Accounts
- System Information
- Code Setup
- XX Matter Information
- Matter Task Codes
- Entry ID Information
- Service Codes
- Law Type Codes
- Relationship Codes
- Orion Interface
- How to Print a List of the Task Codes in a Task Code Set
- A Matter Set Up for Task Billing is not Requiring Task Codes
- Updating Wip After a Rate Change
- The Impact on Conflicts When a Client or Matter Record is Deleted
- Changing Default Rate on Matter Not Updating WIP
- Some of My Client Payments are Hitting the Wrong Fee Income Account
- Moving a Matter to a Different Client
- Setting Client-Matter for Quarterly Billing when Quarter Does not Start in Traditional Month
- What is Client Level Billing?
- Impact on Reports when Matter Settings Changed
- User Unable to See a New Client or New Matter
- Rate Codes Changes
- Duplicate Client Record
- Creating Expense Codes With Automatic Mark Up
- Change in Rates for User
- Creating Carbon Copy Addresses
- Changing Time Increments
- Matter Budgets
- Uniform Task Based Management System and EDI Billing
- Changing the Assigned Attorney on Multiple Client-Matter Records
- Changing the Assistant Attorney on Multiple Client-Matter Records
- Changing the Billing Cycle on Multiple Client-Matter Records
- Changing the Billing Status on Multiple Client-Matter Records
- Changing the Department on Multiple Client-Matter Records
- Changing the Fee Arrangement on Multiple Client-Matter Records
- Changing the Location on Multiple Client-Matter Records
- Changing the Invoice Style on Multiple Matters under Different Client Numbers
- Changing the Managing Attorney on Multiple Client-Matter Records
- Changing the Primary Attorney on Multiple Client-Matter Records
- Changing the Responsible Attorney on Multiple Client-Matter Records
- Changing the Sales Tax Code on Multiple Client-Matter Records
- Changing the Secondary Attorney on Multiple Client-Matter Records
- Changing the Type of Law (Matter Type) on Multiple Client-Matter Records
- Opening a Closed Matter
- Adding UTBMS Codes to Client with Multiple Matters
- How to Switch from Rate Sets by Timekeeper to Rate Sets by Level
- Billing Address Not Changing when Address Changed on Contact Record
- Conflict Records did not Update when Client Name Changed
- Invoice Style on Matter Intake is Greyed Out
- Missing Custom Tabs when Viewing Client-Matter Detail
- Deleting a Task Code
- Multiple Matters Set to Wrong Billing Cycle
- Adding Matters Not in Sequential Order
- Deleting a Carbon Copy Address
- Deleting an Email Recipient for Email Bill Delivery
- Implications of Closing a Matter
- Flat Fee Billing
- Adding a New Expense Code
- Deletion of an Expense Code
- Merging Expense Codes
- Editing an Expense Code
- Adding a New Client Advance Code
- Deletion of a Client Advance Code
- Merging Client Advance Codes
- Editing a Client Advance Code
- Adding a New Department Code
- Editing a Department Code
- Merging Department Codes
- Deleting a Department Code
- Adding a Practice Group
- Changing a Practice Group Code
- Merging Practice Group Codes
- Deleting a Practice Group in Orion
- What Service/Activity Codes are Used For
- Adding a Service/Activity Code
- Creating Service/Activity Codes that Prompt Users for Information
- Editing or Deleting Service/Activity Codes
- Editing Accounting Codes
- Adding a Type of Law Code
- Editing a Type of Law Code
- Merging Type of Law Codes
- Deleting a Type of Law Code
- Adding and Editing Timekeeper Levels
- Adding a Location Code
- Editing a Location Code
- Merging Location Codes
- Deleting a Location Code
- Adding a Conflict Relationship Type
- Editing a Conflict Relationship Type
- Cash Receipts by Originator Splits
- Deleting Rate Sets
- Adding a New Task Code Set
- Editing a Task Code Set
- Deleting a Task Code Set
- Originating Attorney different on Client Level and Matter Level
- File Maintenance Manager Grid Summary Report Printing Off Page
- File Maintenance Matter Manager Grid Summary Report Printing Off Page
- Fee Date Restrictions Not Working
- Access violation at address 04BE1FF5 in module 'OrionDesktop.exe'. Read of address 0000003C
- File Maintenance Reports
- Matter Intake Form still showing as “Completed – Ready for Final Intake”
- Client Intake Form still showing as “Completed – Ready for Final Intake”
- Matter Saved with Incorrect Matter Number
- Client Saved with Incorrect Client Number
- Optimizing the Orion File Maintenance Manager
- Address Change on Contact Record Not Reflected on Invoice to Client
- Closed Accounts (Matters)
- Error Message that Dates are Not Unique when Trying to Save a Timekeeper Rate in a Rate Set
- Timekeeper Budgets
- Additional Choices Needed for Fields on Client Intake Form
- Additional Choices Needed for Fields on Matter Intake Form
- Hiding Client Matters From Certain Users
- Disabling Intake Notifications
- Sending Multiple Parties a Copy of Invoices on a Matter
- Combine Expenses
- Changing the Existing Task Code Set on a Client-Matter
- Deleting a Task Code that is Currently Assigned as WIP to Fees
- How to Turn Off Auto Assign of Client Numbers
- How to Turn Off Auto Assign of Matter Numbers
- Rate Code in Use Message
- Disabling Auto Assign of Client Number
- Validate Cost With Image – Setting Up Client Default
- No EDI Templates Showing in Template Drop Down – Bill Delivery
- Disabling Auto Assign of Matter Number
- Opening a 3rd Office But Do Not Want to Create a 3rd GL Location Code
- Entering But Not Saving Attention To Field
- Task Codes Required on Expenses Only
- Viewing Matter Budgets in Orion
- How Can I get a Count of the Number of Open Matters Assigned a Specific Type of Law
- Emails on Contacts and Matters
- Changing Next Available Client Number
- Changing Next Available Matter Number
- How do I Add a New Location Code in Orion?
- Unique Task Sets
- ABA Litigation Code Set (L Codes)
- ABA Counseling Code Task Set (C Codes)
- ABA Project Task Code Set (P Codes)
- Intellectual Property – Patent Task Code Set
- Intellectual Property – Trademark Task Code Set
- Intellectual Property – Miscellaneous Task Code Set
- ABA Approved Activity Codes
- ABA Approved Expense Codes for Task Billing
- We have a client that has quoted a blended rate for one of our cases. What is this?
- Additional Matter Information
- Can't Save Task Set – Button Greyed Out
- How to Adjust All Matters on a Client for EDI Billing to Assign New Template
- Client-Matter Intake Processes
- Use of Multiple Rate Sets on a Client
- ABA eDiscovery Task Code Set
- New Client Added to System Not Showing on an User's Workstation
- New Matter Added to System Not Showing on an User's Workstation
- Unable to Delete New Matter
- Invoice Styles Showing on Matters Where Client is set for Client Level Billing
- Client Records with No Default Invoice Style
- Globally Editing Client Records
- Can Orion Split Responsible Attorney?
- Client-Matter Intake Fields Printing With No Data
- Matters Showing with No Invoice Style
- Can I Get a Print Out of Service Codes and Descriptions?
- Viewing the Intake Form on a Completed Matter
- View Completed Intake Form of Client
- Changing Client and Matter Number on a Closed File
- Unable to Edit Matter Intake
- Is There a Way To Close a Client?
- Is Changing the Fee Arrangement on a Matter Retroactive?
- Orion File Maintenance Manual
- Updating Override Rate
- Updating Mileage Expense Code
- Will Changing Override Rate on Matter Impact Existing WIP?
- Is there any way to change the description of a Task Code set?
- Historical Timekeeper Rates
- Some Fees Not Recalculated When Standard Rate Changed
- New Override Rate Assigned to Matter – Recalculating Existing WIP
- Impact of Change to Override Rate Code
- Fee Payments on Matter Showing up in Wrong GL Fee Income Account
- Destroy Date
- Globally Changing Original and Responsible (Billing) Attorney on Multiple Matters
- Adding New Type of Law Code
- Adding a Secondary or Assistant to a Matter
- Attorney Assignment History Feature – starting with version 5.1
- Financial Statements
- Account Status
- General Ledger Reports
- Orion End of Year Procedures
- Unable to Post General Ledger Transactions Due to Another User Posting
- The Orion General Ledger Interface – Cash Accounting
- How can I change the text title of an account/line item on a financial statement?
- The Purpose of the Dates in Various Posting Routines
- General Ledger Transactions Created in Incorrect Period
- The Orion General Ledger Interface – Accrual Accounting
- Balancing Cash at EOP (End of Period)
- Keeping Track of Firm Holiday Mailing Expenses
- Changing the Period and Date of a Posted GL Transaction
- Orion End of Month ("EOM") Processing
- Adjusting Journal Entries are not Reflected in my General Ledger Balances
- Adding a General Ledger Source Code
- Editing or Deleting a General Ledger Source Code
- Adding a New General Ledger Account
- Editing a General Ledger Account
- Deleting a General Ledger Account
- General Ledger Account Budgets
- Editing a Recurring GL Transaction
- Link to old G/L database
- Retained Earnings Beginning Account Info
- How can I add a GL Ledger Account Line to My Financial Statement Style
- General Ledger Reports
- Period 12 Closing Month – This activates the Year end Close Process
- How do I Close the Year in the General Ledger
- What Files Do We Backup Before Closing the Year in the General Ledger?
- Unable to Change Fiscal Year on an Unposted General Ledger Transaction
- Reports Needed for Balancing Unbilled Client Advances
- Unapproved GL Transactions
- General Ledger Transactions Will Not Approve and Post
- Changing from Cash to Accrual Accounting
- Net Income Calculation
- Unable to Enter Adjusting Journal Entry to a Previous Year
- General Ledger Transactions Created When Posting an Invoice (Cash Basis)
- General Ledger Transactions Created when Posting an Invoice on Non-Billable Matter
- General Ledger Transactions Created Upon Posting an Applied Payment (PMT) – Cash Basis
- General Ledger Transactions Created When Posting a RAP – Cash Basis
- General Ledger Transactions Created When Posting a TAP – Cash Basis
- General Ledger Transactions Created When Posting a CR or WO – Cash Basis
- General Ledger Transactions Created When Saving a Retainer Deposit (RDP)
- General Ledger Transactions Created When Saving a Trust Deposit (TDP)
- General Ledger Transactions Created When Posting an Invoice – Accrual Basis
- General Ledger Transaction Created Upon Posting an Applied Payment (PMT) – Accrual Basis
- How do I tell if a GL Transaction was Created by the Time and Billing Module?
- General Ledger Transactions Created When Posting a TAP – Accrual Basis
- General Ledger Transactions Created When Posting a CR or WO – Accrual Basis
- Ending Balance on GL Account History Does Not Match Trial Balance
- Balances on GL Account History and Trial Balance Do Not Agree
- Looking Up GL Transactions From Prior Year
- End of Year – Beginning of Year
- Separating Out Expense Income (Cash Basis)
- Separating Out Expense Income (Accrual Basis)
- Editing Text on a a Posted Journal Entry in General Ledger
- Account Status Look-Up Appears to Freeze When I Click on It
- General Ledger Transaction Numbers Out of Order
- XX Miscellaneous Cash (MC) Transaction Not Reflected in GL Account Status
- Using GL Location Code without Using Location Code on Matters
- Invalid Year/Period on GL Posting
- Payroll Entries – Importing
- GL Transactions Created by AR Payments Posted in Wrong Period
- Unable to Close Period Due to Unposted Transactions
- GL Client Account vs. Voucher Expense Listing
- Viewing/Deleting Posted GL Transactions
- Unable to See Transaction in GL End of Period
- Posting to Prior Period/Year
- General Ledger/Bank Reconciliation
- Paid Vendor Checks not showing in GL
- Transaction Source
- GL Transactions Entered by User with No Rights to GL
- Transaction Register not matching Deposit Report
- End of Period Already in Process – After Computer Froze
- How do I tell Whether a Transaction Was Created by Accounts Payable or Bank Reconciliation?
- How do I tell if a GL Transaction was Created by the Time and Billing Module?
- Restricting GL Posting after Period Closed
- Invalid Integer (Internal)
- GL Live Financial Statements
- What is the Header Printing option in GL Live Financials?
- Explain the Row Properties Options in GL Live Statements Design Mode
- Balancing Client Advances
- Monthly Fee Income Does Not Equal the Total on the Payment Application Analysis
- Trust Cash Balance in the GL Does Not Match Trust and Retainer Balance Report
- Trust Cash Balance in the GL Does Not Match Client-Matter Trust Ledger
- Month End Procedures
- End of Year Procedures – 2014
- Question on transactions Showing on End of Period Screen
- GL End of Period – Approve and Post
- Date Change on GL Transaction Not Showing in GL Account History
- Entering GL Budgets for "Next" Year
- Changing Fiscal Year in General Ledger
- Can I run my Financial Statements by Department Code?
- I am trying to print my Income Statement but no data is printing.
- Orion General Ledger Manual
- Running Reports in General Ledger for the New Year
- Data Files Containing General Ledger Transactions
- Revenue on Income Statement Does Not Match Payment Application Analysis
- Recurring GL Transaction Amounts
- General Ledger Department Number by Attorney
- GL Styler
- Deleting Misspelled Words from the Supplemental Dictionary
- Global Edits, Releasing and Combining Multiple Fee Transactions
- Intaking a new Client and Matter through the Contacts View
- Time Entry in Tenths versus Hundredths
- Fee Listing by Order of Entry
- Inserting Task Code Description in Fee Description Field
- Changing Font Size in Fee Description Field
- Using Service/Activity Codes in the Fee Description Field
- Posted Invoice Not Showing in the Matter Status A/R Ledger
- How to Automatically Write Time Down to $0.00 at Point of Entry
- Entry Options in Expense Entry
- Rate Code Field and Amount Field Not Calculated on Incomplete Time Entries
- Time Entry Not Found / Request Report
- Cannot Enter Time Due to Date of Transaction
- Creating a List of Favorite or Most used Matters for My Matter List
- Orion Smart Timers Make Recording Billable Time Easy
- Transferring Time to a Different Client-Matter
- Implementing Orion’s Fee Cost Recovery
- Common Reasons for Fee Cost Recovery upload failure
- Error using spell checker after adding a word to dictionary.
- Adding Calendar Manager and Advanced Event Viewer to Side Bar
- Cannot create … error
- String Search in Conflicts
- Duplicating a Batch of Conflict Records
- Deleting Multiple Conflicts Records
- Preventing New Time Entries on a Matter
- Who Entered a Fee Transaction
- Customizing my List of Matters
- Excluding Dollars from the Time Calendar
- Unable to locate a Conflict Record for an Existing Client
- Hot Keys That Can be Used in Date Fields
- User Not Seeing List of All Contacts
- Adding an Image to a Check Request
- Time Manager Not Displaying the total correctly in detail list – Maximum Number of records
- Adding Billed Hours Field To Task Inquiry
- Giving Attorneys access to View the Rates in Use on a Client-Matter
- Conflicts Grid Summary Report Printing Off the Page
- Time Manager Grid Summary Report Printing Off Page
- Records Management Grid Summary Report Printing Off Page
- Payment Calendar Report Printing Off Page
- Expense Manager Report Printing Off Page
- Setting up Cost Recovery Overrides
- Check Requests
- Editing Check Requests
- Deleting Check Requests
- Changing the Description of a Client Advance Transaction
- Editing the Description of an Invoiced Expense Transaction
- Finding the Invoice on which Client Advance or Expense Appeared
- Editing the Description of an Invoiced Expense Transaction
- Inactive Timekeepers Showing in Time Manager Calendar Dropdown
- Bill Amount Still 0 After Changing Rate
- User Unable to Access Records Management
- How Can I See All Conflicts Records Created This Month?
- Adding a Group to the Orion Side Bar
- Moving Items in the Orion Side Bar
- Deleting Side Bar Items
- Year Begins Prompt on My Fee Calendar In Time Manager – Year to Date Totals
- Time Manager – Full Calendar – Budget This Month
- Time Manager – Full Calendar – Projected Hours
- RAP Showing as Unposted on Retainer Ledger Tab
- TAP Showing as Unposted on Trust Ledger Tab in Matter Status
- Payment Calendar Only Showing Payments Where They Are "Working"
- All Payments on Payment Calendar
- F3 Function Key in Time Manager (Fee Entry)
- Blocking Fee Entry to an Open Matter
- Flat Fee Time Transactions
- Matter Not Showing in Fee Entry Matter Look-Up
- Fee Entry Requiring Task Code but No Task Codes Available in Task Code Look-Up
- Incomplete Status on Fees where Task Codes are Being Used and Can't get to Release (Internal)
- Standard and Billing Information Views for Client-Matter Information
- User Cannot See/Enter a New Check Request
- Apostrophes Converted to Equal Sign in Fee Entry
- Fee Entry Date Restrictions Changed but User Still Able to Enter "Old" Time
- Matters, Calendar Manager, Advanced Event Viewer Modules Can't Be Added
- Time Manager Custom Filter
- Conflicts Entry – Security Rights
- Error During Intake Process – Invalid Variant Type Conversion
- Finding What Client Matter was Originally Assigned to a Fee
- Error – Process Configuration Not of Expected Type
- Applied and Posted TAP showing as Unposted on Retainer and Trust Ledger Tab
- Adding Description to Time Manager Grid
- Records Management – Editing Dropdown Values
- Viewing All Conflicts Records Related to a Specific Client-Matter
- Viewing Conflicts Records for a Specific Client
- Matter Intake Form Not Coming Up
- Unable to Start a New Client Intake
- User Entered Time for Someone To Whom the User Has No Proxy Rights
- Do I Need to Enter a Period at the End of My Fee Transaction in Fee Entry
- User Did Not Capitalize First Word of Fee Transactions
- How to View A Chart of Billable Amounts YTD
- Matter Status Freezing for User
- How to Tell Whether a Fee was Entered Using Orion Desktop or iOrion
- Viewing Intakes in Progress and Completed Intakes
- How can I group my Intake Forms by Person?
- XX Forgot to Add Related Party Conflict Record to Intake Form
- Conflicts Check – Purge History
- Conflicts – Rebuild Indexes
- Existing Record Found When Searching in Records Management
- Difference Between NEW and SAVE Buttons in Fee Entry
- Accidentally Entering Time for Wrong User
- Totals by Activity Code/Service Code
- What is the Purge History option in the Records Management Search History?
- I Deleted a Client Record but the Conflicts Records are Still in The System
- Error Rebuilding Indexes in Conflicts
- Error Rebuilding Indexes in Records Management
- Saving Fee to Client with a Matter INTAKE Status
- Copy Last within Fee Entry is not Working
- Bill Prep allows me to Type in More Text than will fit in the field, but AP Does Not?
- View in Matters or Contacts has Plus (+) Signs
- Creating a Custom View in Time Manager
- Notes Field in Conflicts
- Searching for Singular and Plural Words in Conflicts
- Searchable Conflicts Fields
- Posting Expense Input through Expense Manager
- Transferred Time
- Deleted Fee/Time Records
- What is a Proximity Search in Conflicts?
- What is a Proximity Search in Records Management?
- Recording Expenses on Matters with a Status of Intake
- Bold Font in Fee Entry
- Is there a way to change multiple Conflicts records from one Relationship Code to another?
- Finding Fee Transactions Marked Off Invoice
- How to Enter Multiple Adversarial Parties in Conflicts
- Conflicts – Question on Processes
- Cost Recovery Bringing In the Wrong Price
- Check Request – Approved By Field
- Expense Manager – Displaying Transactions Printed on an Invoice versus Off Invoice Transactions
- Unable to Delete Old Check Requests
- Is it Possible to Set up a Recurring Fee Transaction?
- Reimbursement Manager
- Error When Entering Contacts Module – 00000078
- My Performance Dashboard
- Firm Performance Dashboard
- Smart Timers
- Payment Calendar Does Not Match with Desktop Version and iOrion
- Punctuation on Fee Entries
- Matters are Not Defaulting to Client Setting for AP Imaging
- Rates not Showing for Timekeeper (TK) in Time Manager
- Conflicts – What is a Subset Search?
- Conflict Records Created During Specific Date Range
- Records Management – What is a Subset Search?
- Conflicts Records Created by Matters Opened During a Specific Date Range
- Can I exclude Cash/Open Vouchers info from the Firm Performance Dashboard Firm Summary?
- Is it Possible to Determine What Conflict Searches a Specific User Has Performed?
- Determining Searches Run by A Specific User
- Firm Summary – Firm Performance Dashboard
- Billable and Billed Chart – Firm Performance Dashboard
- Accounts Receivable Relieved – Firm Performance Dashboard
- WIP and AR – Firm Performance Dashboard
- Billable Work – My Performance Dashboard
- Work Billed – My Performance Dashboard
- Payments Received – My Performance Dashboard
- WIP and AR – My Performance Dashboard
- No Data Showing in Firm Performance Dashboard After Running Summary Compiler
- Finding other Conflicts Records Related to a Client Number Shown in Displayed Conflicts Results
- Finding other Conflicts Records Related to a Client-Matter Number Displayed in Conflicts Results
- I searched for a specific Client number in Conflicts but no results were shown.
- I searched for a specific Client-Matter number in Conflicts but no results were shown
- Conflict Search – Difference Between Batch Search and Subset Search
- Subset Search option not available in Conflicts
- What is the Purge Search History option in Conflicts?
- Unable to See Any Payments in Payment Calendar
- Finding other Records in Records Management Related to Client Shown on a Record in Search Result
- Finding other Records Related to a Client-Matter Number a Displayed Search Result
- I searched for a specific Client number in Records Management but no results were shown.
- I searched for a specific Client-Matter number in Records Management but no results were shown.
- Records Management Searches – What is the difference between a Batch Search and a Subset Search?
- Subset Search option not available in Records Management
- Orion Desktop Manual
- Grid Settings on Time Manager
- Default queries on Time Manager
- Printing out Sections of Firm Dashboard
- Adding a Contact Record in Orion as a Conflict Record
- Viewing the Detail of Time Written Down
- Conflicts Search not Picking up Word
- Where Does the Target and Cost Rate Info in The Dashboard Come From
- How to tell from Matter Status That a Particular Trust Disbursement Has Been Paid
- Error when adding words to the dictionary. Cannot create file
- Altering setting on reports when printing
- Fee Work Location Feature
- Closing Multiple Matters at the Same Time
- Account Payable Reports
- Correcting an Accidentally Voided Check
- Correcting the date on a Deposit Created through Deposit Processing
- Unable to Print Checks Because Orion Thinks Another User is Printing Checks on the same Bank
- Processing 1099 Forms in Orion
- Editing 1096 Form
- Wire Transfers
- Impact of Quick Checks on System
- Manual Checks
- Missing 1099s
- Recording a Blank Check in Orion
- Automatically Signing Checks
- Purging/Cross Referencing Vendor Names
- Duplicate Invoice Numbers for Same Vendor
- Checks Printing with Different Format
- Voiding a Quick Check Created in Error
- Checks Written to Wrong GL Period
- Order of Check Printing
- Voided Trust Account Check Did Not Return Monies to Client-Matter Trust Balance
- Details of a Bank Reconciliation Deposit Record
- Manual Check Entered with Incorrect Amount
- How to Change the Distribution Code on a Paid Voucher from "EX" to "CA"
- Accessing General Ledger Account Distribution of Voucher Entered for a Particular Vendor
- How Can I Determine Whether or Not a Client Advance has been Billed Before I Adjust/Void the Voucher
- I Mistakenly Voided a Check. Can you "Unvoid" the Check for Me?
- Automated Check Request Form
- I have an Open Negative Voucher in Accounts Payable and Orion Will Not Print a Check for It
- I am Unable to Change the Amount of a Manual Check
- I am Unable to Change the Distribution on a Voucher Saved as a Manual Check
- How Do I Retain Repetitive Information During Voucher Entry?
- I Created a Quick Check and Incorrectly Distributed it as a Client Advance Rather than a TDS
- I Entered Some Vouchers on the Wrong Bank Account. How Can I Correct This?
- How Can I See the Vendor's Address When Entering a Voucher?
- Does a Voucher have to be Paid before the Client-Matter File is Updated?
- How to Change the Distribution of a Posted/Paid Voucher from TAP to TDS
- Vendor Statement has Multiple Entries, How do I enter Actual Date of Charge to Client Matter
- Please Explain the Bank Reconciliation Program
- Can I Set Up a Separate Checking Account to Track Individual Credit Card Charges?
- Changing 1099 Flag on a Posted/Paid Voucher
- Documenting a Blank Check
- Client Advance Keyed to Wrong Client-Matter Number
- How do I tell my Costs/Expenses not to Combine on the Invoice?
- Vendor Bank Code not Populating Properly
- I Received a Credit Memo from a Vendor. How can I Handle this without Adjusting an Open Voucher?
- Adjusting a Voucher with a Client-Matter Distribution
- I Voided a Voucher by Mistake. Can it be Un-Voided?
- I Accidentally Entered a Deposit in Bank Reconciliation Twice. How Can I Correct This?
- I Entered a Bank Reconciliation Transaction Using Period 12. What Year Will it Effect?
- Check/Voucher Included in 1099 Totals
- Client-Matter Distribution on Paid Check/Voucher Incorrect
- Recording Wire Transfer where 1099 Form Required
- MICR Printing Checks – How to install Proper Fonts
- Writing Checks for One Time Payment(s) Without Setting up Vendor for Each
- I entered a Voucher that I Distributed Incorrectly and the Adjust Voucher Option is Unavailable
- Can Inactive Vendors Be Deleted from the System?
- Multiple Codes for One Vendor
- Error Received when Printing Checks
- Accounts Payable Manager Overview
- AP System Settings
- XX Setting Up Bank Codes
- Editing a Bank Code
- Deleting a Bank Code
- Adding Vendor Terms Codes
- Editing Vendor Terms Codes
- Deleting Vendor Terms Codes
- Adding a Transaction Code
- Editing Transaction Codes
- Deleting Transaction Codes
- Vendor Setup
- Editing a Vendor Record
- Deleting a Vendor Record
- Recording a Wire Transfer or Online Banking Payment in Orion
- Check Recorded in System to Wrong Vendor
- Printing/Processing Multiple Check Requests
- Manual Trust Check Entered for Incorrect Amount
- Paid Vouchers Still Showing as Open
- Adding a Voucher
- Saving a Voucher as a Manual Check
- Editing/Deleting a Voucher or Manual Check
- Printing Vouchers or Manual Check Journals
- Posting Vouchers or Manual Checks
- MICR Setup in Check Style
- Editing Contact Information on Form 1096
- Voucher Adjustments
- Voiding a Voucher
- Effect of Voucher Adjustment on Billing and Accounts Receivable
- Check Processing
- Selecting Vouchers for Payment
- Printing Checks
- Voiding Checks
- Changing a Check Number
- Quick Checks
- Bank Reconciliation
- Adding Transactions to Bank Reconciliation
- Printing the Bank Reconciliation Report
- Clearing Reconciled Entries
- Processing a Check Request in AP Manager
- Vendor Status
- Creating a View in 1099 Processing
- Getting Message that a 1099 Record Already Exists for a Vendor
- Accounts Payable Reports
- No Vouchers Showing on Vouchers Tab in Vendor Status
- Unable to record Manual Check for Previous Year
- Cost or Expense Must be Entered Using an Active Timekeeper Error
- Voucher Voided by Mistake
- How to tell if a Check Has Cleared the Bank
- AP Check Not Showing in the General Ledger
- Viewing GL Transactions Associated with a Specific Voucher
- PDF File Not Displaying Properly when Attached as Image to Voucher or Check Request
- Optimizing the Accounts Payable Manager
- Voiding a Check that has Been Cleared From Orion Bank Reconciliation
- There are Two Records for Each of My Vendors in My 1099 Work File
- Amounts in 1099 Work File Do Not Agree with Total Vendor Payments Report
- There are Records in My 1099 Work File for Vendors That Should Not Receive a 1099 Form
- Voiding Checks in Orion AP Manager
- Blank Images Being Brought into Expense Reimbursement or Check Request Modules
- Issues accessing Clear Reconciled Items
- Alpha Characters in Manual Check Number Field
- Wrong General Ledger Cash Account Updated by Trust Activity
- How can I tell what voucher a voided check originally paid?
- Changing Date on RDP from AP Adjustment
- Lost Check Procedures
- Reissue a Check that was Originally Issued Out of Our Old system and Subsequently lost by Recipient
- How do I Enter Electronically Paid Disbursements?
- Deleting an Image from a Voucher
- Editing an Image Attached to a Voucher
- Reason for Check Voiding
- Incorrect Amount on Form 1099 for Vendor
- How Does Orion Handle the Adjustment of an Unpaid Voucher that Created a Client Advance Transaction?
- Accounts Payable Overview – Accrual
- Trust Activity Entered Through AR Entry and Bank Reconciliation
- Voiding Check Did Not Update Bank Reconcilation
- Marking Multiple or Sequential Items in Bank Reconciliation
- Voiding Checks not Created in Orion
- AP Vendor Type Not Showing Correctly on Contact Screen
- AP Imaging – How to Attach an Image when adding a Voucher
- Attaching an Image that Is Not a PDF Using AP Imaging
- Redact a Name or Text on an attached Image of a Document or Invoice in AP Imaging
- Voucher Contains Trust Disbursements that Exceed the Balance in the Matter's Account
- Removing Unbilled Client Advance from Client-Matter
- Distribution Lines not Showing on Check Stub
- Entering ACH Withdrawals/Payments through AP Manager so they show as CA on Client-Matter
- What Client Payments Make Up a Deposit in Bank Reconciliation?
- Detail of Bank Rec Deposit Does not Match Deposit Amount
- Voided Trust Check Not Reflected in Client-Matter Trust Balance
- Finding Voucher Number on TAP Transaction Created From AP
- Refund Received from Vendor on Client Charge
- Trust Check Written in Wrong Amount and Already Deposited in Operating Account
- Printing Checks from Multiple Locations
- New Operating Account – New Bank Account
- Changing the Default Bank on All Vendors
- Voucher Contains Trust Disbursements That Exceed the balance on the Matter's Account
- Fractional Routing Number – Bank Setup
- General Ledger/Bank Reconciliation
- Message Re No Payments Available for Deposit
- Bank Reconciliation – Partially Applied Transactions in Drill Down behind a Deposit Entry
- Checks Not Showing in Orion/ Unable to Print Checks
- Correcting Daily Deposit in Wiring Amount
- Adjusting Check in Bank Rec to Match Amount Cleared by the Bank
- Moving Paid Voucher/Check from one Vendor to Another
- Voiding a Check for a Client Advance
- Adjusting a Voucher from a TDS to a CA
- Report to Show Inactive Vendors
- Bank Reconciliation Codes
- Bank Rec Transaction Entered in Wrong Amount
- Deleting a Client Advance
- Refund/Credit Memo Received on Billed CA
- “Firm ID” verses a “Timekeeper/User ID” when entering AP Check Requests and Vouchers
- Check Voided in Orion was Cashed at Bank
- What makes up "Reconciled Balance" on Bank Rec Report
- Are 1099 Records Created Based on Check Date or Voucher Date
- Retain Fields in Accounts Payable Voucher Entry
- Is there a Report That Shows Partially Paid Invoices?
- How is the "Difference" Field in Bank Reconciliation Calculated?
- Old Voided Check Cashed
- Need Payee Name Changed on Check Written from AP
- Voiding a Converted Check
- Reconciled Balance on Bank Reconciliation Report is Not Correct
- Clearing an Orphan Transaction in Bank Rec
- Processing 1099 Forms – 2014
- Form 1099 MISC style for 2014
- Form 1096 Transmittal Form style for 2014
- Voided Checks did not Place Funds back in Client’s Trust
- Daily Deposit Report not Matching Deposit Showing in Bank Rec
- Clearing Error received when trying to Approve Reimbursement Request through DBManager (Internal)
- How to Handle a Credit Received on Credit Card Statement
- TAPs Not Showing a Daily Deposit in Trust Cash Account
- Checks Printed But Vouchers Still Show as Open
- Overview ~ Expense Reimbursement Manager
- Expense Reimbursement ~ Employee Setup
- Reimbursement Requests
- Address Too Large to Fit in Orion Administration System Firm Settings and 1099 Cuts Off Firm Name
- Orion Accounts Payable Manual
- Expense Reimbursement ~ Reimbursement Types
- Expense Reimbursement ~ Email Templates
- Editing the Reimbursement Email Template
- Is Electronic Upload of 1099 forms to IRS Available in Orion?
- Best Method for Checking 1099 Work File
- Which Data Files Are Relevant for Vouchers?
- Editing 1099 Processing Work File
- Missing Vendors on 1099 Work File
- Sharing Editing of 1099 Work File
- Excluding Vendor Check from 1099 Processing
- Trust Disbursements and 1099 Forms
- 1099 INT Amount Not Showing in Work File
- Listing New Vendors
- Adjusting Spacing on Address in Check Style
- Cannot access "runtime" option in 1099 Custom View/Query Builder
- We only pay our vouchers as the client pays us – is there an easy way to monitor this?
- 1099 Reporting to Payees Under Temp/Misc Vendor
- I need to write a check to a vendor but I don’t want this entry flagged to count on her 1099 amount.
- Checks Already in the Chosen Range Error When Attempting to Print Checks
- Recurring Voucher for Varying Amounts
- Can Documents be Scanned Directly into Orion?
- Can AP Imaging Interface with Worldox?
- Error when opening 1099 Processing after editing Default View
- Does Orion have any way to track vendors who do not charge sales tax?
- Voucher Description Not Carrying Over to Client Bill
- Changing the Date on a TDS Transaction entered in AP Manager
- VENDOR DISCOUNTS
- How Reversals of Accounting Transactions are Handled in Reporting
- How Reversals of Accounting Transactions are Handled in Reporting
- How Orion Handles Posting Partially Applied Accounting Transactions
- XX Deleting or Adjusting a Miscellaneous Cash (MC) Transaction
- Advance Check for Vendor Payment Received from Client
- Retainer Applied as Payment Shown on Invoice not Showing in Matter Status
- Unable to Reverse a Retainer Deposit (RDP)
- Unable to see Trust Bank in Trust Bank Manager or AR Entry
- Unable to Reverse a Trust Deposit (TDP)
- Significance of AR Reversal Dates
- How to See the Detail of the Amounts you Are Applying
- How to Apply a Payment to Costs and Expenses Only
- Check Number and Received From Fields are Skipped in AR Entry
- Finding Client-Matter using Invoice Number
- Using Retainer Money on a Different Matter
- Using Trust Money on a Different Matter
- Unable to Delete Original Transaction During Reversal
- RAP Applied to Wrong Client-Matter
- Accounts Receivable Manager View (AR Manager)
- AR Collection Module Overview
- How to schedule "ticklers" and "reminders" in AR Collections
- Accounts Receivable Error Posting Message
- Credit Card Payments
- Credit Card Payment Procedures
- The PayPros Process
- AR Collections Emails Editing
- AR Collection Notes
- AR Collection Doubtful Invoices
- AR Collection Write Off Invoices
- AR Collection – Flagging an Invoice for Review by Another Person
- AR Collections – New Email Template
- AR Collection Emails – How to Send
- AR Collections – Preventing the Opening of New Matters
- AR Collections – Remove Write-Off Flag
- AR Collection – Remove Doubtful Flag
- Write-Offs in the AR Collections Module
- AR Collections Payments
- Recording a Wire Transfer from an Account
- Refunding Fees to Client when client was "overbilled" and client paid fees they should not have paid
- Unable to Delete Write Off
- Correcting a Trust Deposit (TDP) Entered in the Wrong Amount
- Correcting a Retainer Deposit (RDP) Entered for the Wrong Amount
- Reversing a TAP transaction entered directly into AR Manager Reverse Button Greyed out?
- Trust Deposit Check Returned by Bank for Non-Sufficient Funds
- Unable to Delete Write Off – Error reads Transaction Set to Auto Apply
- Green Highlights in AR Collections
- Automatic Allocation of an Accounting Transaction
- Overview of Retainer Activity
- RAP entered for Wrong Amount
- How to remove AR Collection Notes
- Clearing AR Collections Instructions
- AR Collections – Retainer/Trust Transfer
- AR Collections – Invoice Filter
- AR Collections E-Mail Recipients
- Overview of Trust Activity
- Trust Applied as Payment has different date from Check
- Applying Payment to Multiple Clients
- Handling a Client Payment Returned by Bank for NSF
- Client-Matter balance in Matter Status AR Ledger does not match Client-Matter AR Ledger Report
- How to control the Period that Payments are posted to in AR
- Trust Transfer
- Reversals of Payments
- Reversal Date Change
- Entering Accounting Transactions in Orion
- AR Manager – Customizing Display to Find Certain Data
- Finding a Check in A/R Manager
- Applying a Payment to a Timekeeper with no AR on an Invoice
- Correcting a Payment Application
- Right Click in AR Entry Apply Window Presenting Incorrect Menu
- Options Available in AR Manager, Banks Grid
- Options Available on AR Manager
- AR Manager – AR Monitor
- AR Transaction Reports
- Determining GL Accounts Updated by a Miscellaneous Cash Transaction
- Posting Payments in current year when GL is still not closed for prior year
- Unable to Post Payments to Previous Year
- Unable to Post Payments in Current Year
- AR Reversal Did Not Create GL Transactions
- Payment in Deposit Processing Window that has Already Updated the Bank Balance
- Correcting Check Number on Client Payment
- Error posting payments
- Old Entries Showing in Deposit Processing
- Changing the Apply Order of Payments
- Changing the Apply Order for Auto-Apply Transactions
- Changing the Date on a Miscellaneous Cash (MC) Transaction
- Clearing Old Deposits
- AR Collections Follow-Up Event
- Unable to Apply RAP – System Indicates it is Flagged for Auto Apply
- Unable to Apply TAP – System Indicates it is Flagged for Auto Apply
- This TAP was created in AP and Cannot Be Partially Applied
- Applying TAPs
- Accidentally Deleting a Cash Receipts Payment from Previous Period
- Invoices Not Showing on Matter Status AR Ledger or in Payment Entry
- Retrieving Detail of Application Reversals
- Entering Retainer/Trust Deposits on Closed Matters
- Invalid Record Number when Accessing a Miscellaneous Cash Transaction
- XX Miscellaneous Cash (MC) Transaction Entered with Incorrect Date
- Fee Payment Credit Where No Actual Payment Received
- Wrong Period Used on Payment Transactions
- Accidentally Reversed a Payment
- AR Collections – Email Tab not Populating
- What is the Best Way to Apply TAPs Across Multiple Matters of a Client?
- RAP – Retainer Applied As Payment Did Not Auto Apply When Bill Was Posted?
- Client Matters that have Doubtful or what we deem as Unlikely to be Collected AR
- Unable to Delete Reversed Payment Transaction
- Entering a Retainer Deposit on a Closed Matter
- Reprinting Invoices
- Saving a credit for future billings
- Unable to Delete RAP Because Set to Auto Apply
- Trust Deposit Dated One Date but shows in Bank Reconciliation as a Different Date
- Moving Trust Money to Another Client
- Applying Retainer Funds to Previous Balance for a Client-Matter
- Giving Fee Payment Credit to An Attorney not on Invoice – Change Allocation on Invoice
- Error Message Cannot Save without a valid Matter – GL Miscellaneous Cash
- This Transaction Has Appeared on an Invoice – Deletion of Original – Warning Message on Reprints
- Stop Payment Transactions
- Credit Card Payments/Dates
- Accidentally Reversed Wrong Payment
- XX Miscellaneous Cash (MC) Transactions
- XX Miscellaneous Cash Receipt (MC) Entered with Wrong GL Period
- Payment Application Posting Error
- Payment Applied and Posted to Wrong Matter
- Split Billing – Applying Trust Payments
- Correcting a TDP
- Lock down AR for Just Credit Card Payments
- Moving Trust Funds from one Client to Another
- Splitting a Payment Among Attorneys
- Reversing a Trust Transfer
- Changing the date of a TDS or TDP created in AR Manager
- How should a NSF be handled in Orion?
- Moving Trust Funds from one Bank Account to Another
- Multiple Trust Accounts
- Issuing a Credit to a Client-Matter with no open AR
- No Invoices Showing in AR Collections Manager
- Where Can I Find the Trust Manager?
- NSF – on a RDP deposit
- Changing Default Operating Account in AR Manager System Settings and its Effect on Retainer Disbursements
- Multiple Operating Accounts
- Retainer Balances on Accounts Payable Distribution Screen
- Retainer Disbursements
- Transfer Funds from One Bank to Another – Operating Account and Retainer Funds
- Transfer Funds from One Bank to Another – Trust Accounts
- Credit Card Processing – via PayPros in Orion
- Can't see Invoices in the Application Window Even Though I Know there are Open Invoices
- Applied payment to wrong matter, GL now does not agree to Bank Reconciliation
- Find Client By Address Field to Make Payment Against
- Partially Refunding Monies to Client
- Trust Deposit not related to Client-Matter
- Moving Trust Transactions from one Matter to Another
- Transaction entered as Retainer Deposit (RDP) instead of Payment (PMT)
- Reversal of Trust Transfers
- Can we apply a TAP to an old Invoice?
- TAP Not Showing in Deposit Processing
- Where Do I Find the Trust Manager?
- Multiple Trust Accounts Needed
- NSF – Payment (PMT)
- Full Amount of Payment will Not Apply Even Through There is AR
- Transactions not Showing on Matter Status AR Ledger
- Refunding Retainer Funds to a Client
- Disappearing Write-Off (WO)
- AR Collections Email Templates
- AR Manager Will Not Open
- Unable to Delete Write Off – Message Says Set to Auto Apply
- Unable to delete Payment – Message Says Set to Auto Apply
- Orion Accounts Receivable Manual
- Negative Expenses converted as Credits on Client-Matter(s)
- Missing Grid Field Column in AR Manager and Adjusting Column Widths
- If I correct the date on a miscellaneous cash entry, will the General Ledger be updated?
- Declined Credit Card Transaction
- Recording an NSF Check Without Deleting the Payments from Orion
- Bank Rec Id #
- Associating a Document with a Case or Matter in Orion
- Printing Reports from Contacts View
- Customizing Queries and Defined Views
- Keeping Track of Judges
- Creating Work Groups in Calendar Manager
- Change Phone Number on Company Contact Record
- Using the Filter Tab on Events Report to Create a Report for Appointments
- Private Appointments and Confidential Matters
- Using Event Class – Auto Populate Appointments With Descriptions
- Personalizing Calendar Manager
- Address Changes Between Companies and People Related to the Company
- Adding a Task or Appointment for a Matter in Orion Practice Management
- Adding Fields to Contacts Grid
- How to Set Up a Case Relationship in Orion
- Creating Holiday Card Mailing Lists
- My Quick Doc Clip is Missing
- How to file an Email on Case or Matter in Orion
- Docketing Dates – Use of Orion's Critical Date Feature
- Removing an attendee from a Task or Appointment
- Duplicate Contact Records
- Contacts Summary Report Printing Off Page
- Advanced Event Viewer Report Printing Off Page
- Printing Event Report from the Calendar Manager
- Views in Advanced Event Manager
- Create a Recurring Appointment or Task
- Automatically Populate Subject Line of Emails
- How to Set Up A User for Exchange Sync in Orion
- How to tell if an Outlook Contact has come from Orion
- Accepting an invite in Outlook that you don't want to go into Orion's calendar
- How to relate Contacts to Companies and Matters
- Advanced Event Viewer – Changing Client Matter Relationship for Multiple Appointments or Tasks
- Disable Reminders in Outlook 2010
- Maintaining Drop Down Values in Fields on Custom Tabs
- Exchange Sync doesn't seem to be working for a particular user
- Using the Document Library – Where to Initiate From
- Not Able to see Appointment in Calendar Manager
- Global Edit Feature on Contacts
- Can Orion Dial the Phone for Me?
- Exchange Sync Error – The Request Failed. The Remote Server Returned an Error: (401) Unauthorized
- Calendar not updating
- Email Journal Add-In Won't Install
- Error – Call was Rejected by Callee when Using Document Library
- Calendar – Printing out One Day's Events
- Nothing Displaying on SmartInspect Debug Module When Trying to Look at Sync Activity
- Question on Journals
- Find Client By Phone Number
- Creating a New Contact That I Don't Want in Sync List
- Turn Off Exchange Sync for One User
- Prospective Clients – Tracking
- Entering Contacts – Error Checking
- Is there any way we can show the Location of a Matter in the Matters View (PM)
- Adding Client Opened Date to the Contacts View
- Adding Closed Date to Matters View
- Adding Originating Attorney to Contacts View
- Adding Matter Type (Type of Law) to Matters View
- Error using MS Word. Make sure MS Word is installed and running correctly
- Disable Event Reminders
- Missing "Include in Sync" button when adding contacts in Orion
- Reports for Analyzing Courtesy Discounts
- Customizing the Orion Reporting System
- Aged WIP by Timekeeper
- Daily Time Summary Report
- Summary of Hours Worked Report
- Timekeeper Annual Summary
- Timekeeper History Report
- Timekeeper Productivity Report
- Payments by Working Attorney Report
- Billing Realization by Working Attorney Report
- Fee Listing
- Expense Listing
- Client-Matter Status Report
- Client-Matter Retainer Ledger
- Client-Matter Trust Ledger
- Daily Deposit Report
- Retainer Deposits from AP Adjustments
- Trust Deposits from AP Adjustments
- Unapplied Transactions Listing
- Application Reversals Report
- Aged Accounts Receivable Report
- Aged Work in Process Report
- Client-Matter Annual Summary
- Client-Matter AR Ledger
- Inactive Matters Report
- Investment Report
- Invoice Listing
- Matter Budget Report
- Open Cost Report
- Retainer and Trust Balances Report
- Statement of Account
- Top Paying Client Report
- Billing Realization Report
- Net Realization Report
- Payment Application Analysis
- Cash Receipts Analysis
- Billed Disbursements Analysis
- Paid Disbursements Analysis
- Sales Tax Payment Report
- Client Advance Codes Listing
- Client Listing
- Conflict Relationship Codes Listing
- Department Codes Listing
- Expense Codes Listing
- Location Codes Listing
- Matter Listing
- Practice Group Codes
- Rate Sets
- Sales Tax Codes
- Service and Activity Codes
- Timekeeper Levels Listing
- Type of Law Codes
- User Listing
- Bank Balance Report
- Check Register
- Client Costs Payable
- Open Vouchers Report
- Open Vouchers by Distribution Type
- Payments Received on Voucher
- Total Vendor Payments
- Vendor Listing
- Void Check Register
- Voucher Expense Listing
- Voucher Listing
- Account History
- Chart of Accounts
- GL Expense History
- Transaction Journal
- Trial Balance
- Application Reversal Register
- Bank Reconciliation Report
- Deposit Processing Report
- Fee Calendar Report
- Form 1099
- GL Transaction Edit Register
- Matter Task Codes
- Matter Timekeeper Rates
- Pre-Check Register
- Task Inquiry Report
- Vendor Status
- Saving Your Report Settings
- Report Batches
- Billing Realization Report Not Changed by Entry of New Time
- Finding the Detail of what a Client-Matter Owes You
- Cash Receipts Report
- Unpaid Invoices for a Client
- Expense Realization Report
- Reports Listed Under Journals and Registers Folder – Some have different Icon and Don't Seem to Run
- General Ledger Accounts Used in Voucher Distribution
- Report Itemizing Fees, Costs and Expenses Billed on a Matter
- Exporting data from Orion Reports to Excel or Access
- Billing Realization by Working – Current and Year to Date
- Client Activity Report
- Invoice Listing Sorted by Invoice Number
- Matter Listing – Opened/Closed within Date Range
- Matter Listing Alphabetically
- Address Lists
- Inactive Accounts Showing on Trial Balance
- Billing and Payment History for Matter
- Interest Column on Aged AR Report
- Trust Deposit not Showing on Retainer/Trust report for Client-Matter
- Report to Show Invoices/Payments
- Trust Ledger Report
- Filter Tab – Choices on Look Up
- Retainer and Trust Balance Report for Inactive Timekeeper Data
- Billing Totals Report – Broken out for Fees, Expenses, Costs
- Share or Make Public a Grid Detail Report
- Daily Deposit Report Showing Payments with nothing in Fees or Expense Columns
- Phone Numbers in Orion
- The Standard Component Toolbar
- The Data Components Toolbar
- The Advanced Components Toolbar
- The Orion Seldom Used Toolbar
- The Report Tree
- The Standard Toolbar
- The Format Toolbar
- The Edit Toolbar
- The Draw Toolbar
- The Align or Space Toolbar
- The Size Toolbar
- The Nudge Toolbar
- What is a Subreport?
- What is a Region?
- What is a Line Container?
- What is the Difference Between a Header and a Title?
- Blank Header Space Printing After Removing All Objects
- Is there a way to add a double line to my report other than adding to line objects?
- How can I change the numeric format of numbers in my report?
- Re-Sizing Objects
- Moving Objects
- Re-Sizing a Report Band
- Changing Orientation of Report
- Print Preview in Report Builder Not Working
- Font Size Needed Is Not Listed
- The Data Tree
- Toolbars in the Report Builder
- Copying Report Batches
- Can I Get a Print Out of Expense Codes?
- Is there a print out I can use to review our Client Advance Codes?
- Orion Report Guide for Version 4
- What Are the Objects in Summary of Hours Data Feed?
- Fee Payments on Timekeeper Productivity Does Not Equal Payment Application Analysis
- Billed Fees Not the Same on Two Reports
- What is Collected Rate?
- Realized Rate on Billing Realization Report
- Gross Rate and Net Rate on Net Realization Report
- Summary of Hours "Billed Hours" Does Not Match "Billed Hours" on Billing Realization Report
- Is there any way to easily determine what Matters are Using an Override Rate?
- Can the Matter File Copy Show Contacts Related to a Matter (Practice Management Feature)
- Is there any way to print the Email Bill Delivery Information on the Matter File Copy?
- Is there a way to include the Email Bill Delivery Information on the Matter Listing Report?
- Is there any way to print the Email Bill Delivery Information on the Client Listing Report?
- Is there any way to include the Override Rates on the Matter File Copy Report?
- Client-Matter Trust Ledger – Last Activity Type
- Last Activity Type on Client-Matter Retainer Ledger
- Matter Opened Date on Client-Matter Trust Ledger
- Can I Include the Matter Opened Date on the Client-Matter Retainer Ledger?
- Aged AR Report – Show When Matter Set Up for EDI Billing
- Accounts Receivable Collections Report – Show If Matter Set for EDI Billing
- KPI – Measuring Client Growth Rate
- KPI – Average Fee Per Client
- KPI – Number of Matters Per Client
- KPI – Client Retention
- KPI – Growth in Top Clients
- KPI – Dormant Client Percentage
- KPI – Percentage of Partners' Hours
- KPI – Billable Hours per Full-Time Equivalent (FTE) Timekeeper
- KPI – Ratio of Average Billed to Average Standard Rate
- KPI – Billings Per Full-Time Equivalent
- KPI – Billable Hours Per Legal Assistant
- KPI – Number of Matters Opened
- KPI – Net Income Ratio
- KPI – Average Net Overhead
- KPI – Unbilled Days
- KPI – Uncollected Days
- KPI – Lockup
- KPI – Average Billed Rate
- KPI – Leverage
- Removing a Report Title Bar
- Giving access to Batch Reports to Other Users
- When I attempt to send my reports via Email, Orion errors out
- Report Totals Printing After Summary
- Summary Options not Available on Custom Report Style
- Moving All Objects Inside a Region
- Total Hours Object (fdTotalHours) Not Working on Report Style
- Report for Paid Hours in Orion
- Reports Question on Which Fee Transactions Have Been Paid?
- Investment in Flat Fee Cases
- Creating a Custom Report – Exercise
- Client-Matter Account Activity Report
- Statement of Trust Activity
- Overview of the Orion Report Builder
- Orion Reporting Options – Getting the Most Out of Orion
- Suppressing Printing of $0.00 Values
- Removing Objects from Title Section Left Large Blank Space on Print Job
- Export to Excel Requires Clean-Up of Report Header Printing Multiple Times
- Blank Date Field Printing as 12/30/1899
- How do I Remove the Report Totals Section from my Report?
- Issue with Payment Application Analysis Report
- My AR Aging Report is Showing a Client Matter that Has Zero Balance
- Report that Sub-Totals Fees, Expenses and Costs Billed by Matter
- Client Journals Not Showing on AR Collections Report
- AR Collections Report – Matter Journals Not Printing
- How do I Print a List of Clients by Responsible Attorney?
- Timekeeper Annual Summary Report – Run Across Years
- Report Sorts
- Filter Information on Reports
- Can we get the File Maintenance, Client Listing Report to Sort by Referral Source (Custom Field)
- Billing Realization Report – Variations When re-Run for the same Month
- Report Needed for Submission with Professional Liability Insurance Application.
- Summary of Hours Worked and Timekeeper Annual Summary Report Do Not Match
- Client Listing by Referral Source
- Check Register Still Defaulting to 2014 Even Though Fiscal Year Is Now 2015
- Missing Invoices on Invoice Listing
- Summary of Hours Worked vs. Timekeeper Productivity
- Hours Worked Report
- Net Realization – Fees Only – No Reversals
- Payments by Working – Current and Year to Date
- Payments on Invoices Report
- Timekeeper Analysis
- Timekeeper Annual Summary – Budget and Previous Year
- Timekeeper Billable Dollars Breakdown
- Timekeeper Fee Analysis
- Timekeeper Performance – Current and Year to Date
- Timekeeper Performance – Current Only
- Timekeeper Rate Analysis
- Timekeeper Workload Report
- True Net Realization
- General Ledger Account History – Running for Multiple Accounts
- Override Rate Listing
- Report Export Failure
- Applied and Posted AR Transaction showing as Unposted and Selected on Client-Matter Ledger Report
- WIP and AR by Working Attorney
- Cannot locate Pervasive ODBC Client Interface
- Inactive Clients Report
- GL Budget Report
- Reports for Write Ups/Downs of Fees and Expenses
- Explanation of Timekeeper Productivity Report
- Payments by Expense Type
- Reporting Charts and Graphs
- Tracking Time Written Down Based on Work Date
- Payment Application Detail by Working is lower than Payment Application Analysis
- Average Rates Billed By Working Attorney
- Report for Total Payments by Working Attorney
- Report Needed for Originating Attorney where he/she is not Managing Attorney
- Report for Detail of Non-Billable Time
- Payment Calendar not Equaling Timekeeper Productivity Report
- Summary of Hours Worked – Will Adjusted Fee Be Reflected
- Timekeeper Productivity Report – Fee Balance Field
- Accounts Payable Reports
- AR Transaction Listings
- Billing and Revenue Reports
- Client-Matter Reports
- File Maintenance Reports
- General Ledger Reports
- Journals and Registers
- Staff Productivity Reports
- Transaction Listings
- Report Totals for a Group of Client Numbers
- How to get list of clients that were billed and list of clients that were not billed for Month
- Corrupted Template Error When Printing
- Task Analysis by Working
- Adjusted Hours Disproportionate to Adjusted Dollars on Billing Realization Report
- Net Cash Realization Report
- Average Days to Pay Report
- Report for Write Offs of Accounts Receivable
- Statement of Account and Net Realization Original Amounts
- Date on Report Showing as 12/30/1899
- How to Make $0.00 Fields Print as Blank Fields in a Report Style
- Can a Report Scenario be Edited?
- Contact Phone and Fax Numbers on Matter File Copy
- Working on Other Things in Orion While Running a Report
- Beginning Balance not Showing on GL Account History Report for Asset Account
- Why Can't I Print the Investment Report Sorted by Working Attorney?
- Tracking Write Downs of Client Advances
- My Billing Realization Report – Hours Written Down doesn't Equal What I Show in Time Manager
- How to Print out a Report by Type of Law Code in Order by Fee Payments
- Report that will Show Only Written Down Time Out of WIP
- No Reports are Showing Up
- Report by Fee Arrangement
- Aged Accounts Receivable for a Previous Month
- Aged Work in Process Report for a Previous Month
- Report That Shows Both AR and WIP
- Hiding a Report Detail Line if All Values are Zero
- Report For Itemizing All Billed Fees for Submission to Court
- Report for Billable Hours Over the Last Three Years
- Report Needed to Show How Much of the Time Worked in a Month Has Been Billed
- Monitoring Client Payments for Client Advances on Unpaid Vouchers
- Report for Time and Dollars Billed for the Last Five Years
- Tracking Billed Dollars Net Credits and Write Offs
- Determining the Number of Copies We Have Invoiced
- Exporting Report to Excel and We Are Not Able to Edit
- Rename Report on Site Defined Tab
- Suppressing Printing of Timekeepers with Zero Rates on Matter Timekeeper Rates Report
- Report for List of Matters Opened for a Specific Client
- Time Manager Not Matching Billing Realization Report
- Time Manager Not Matching Net Realization Report
- Date of 12/30/1899 Showing in a Field
- Date Field on Custom Report Style Printing 12/30/1899 on Some Records
- Unable to Print Client Listing by Responsible Attorney
- Difference Between a Header and a Title in a Report Style
- Saving Printer Settings for a Report
- Export to Excel Requires Significant Clean-Up To Remove Multiple Occurrences of Report Header
- Report Footer Prints Multiple Times on Export to Excel
- Running a Report on a Matter In Intake
- Year to Date Fee Listing Report Not Matching Time Manager
- Monthly Payment Statistics Report Differs from Payment Application Analysis
- The Show Inactive Option is not available when I click on the Working Attorney Filter Look-Up
- Report on Inactive Timekeepers Only
- The Balances on my Trial Balance do not Match Those on the Trial Balance with Period Range
- Is there a System Report That Shows Cash Realization
- Articles coming soon
- Orion and Windows 7 Display Settings
- User Unable to Open Orion – Error Message Contains Access Violation Read Of Address 00000008
- How to Access Orion as Another User
- DSN not found or Pervasive License Count Reached
- Orion Windows/Managers Appear Not to Open
- Orion Updates with Current Version
- What Version of Orion Am I Running?
- EDI Billing – Database Not Found
- Windows 8 Compatibility
- Preparation and Installation of iOrion
- Orion Server Migration
- Tech Tip – Pervasive Licenses Expired Message
- User Unable to Enter Orion – Network Login ID Not Found
- EDI Error – EDI Must Be On Same Database
- DSN NOT Found Name OrionData
- Virtualizing Pervasive Database Servers
- Short-Cut Keys Not Working on new Workstation
- Error OrionDataDLL.dll
- Importing Client-Matter Data from Other Law Firm Accounting Systems
- Changing Location of OrionDesktop Shortcut During Install
- Updating Registry Entry During Orion Install
- Create Shortcuts for Admin and EDI Programs
- Cloud Security with Orion
- Status 94 when performing action
- Status 77 when performing an action in Orion
- Windows 7 Compatibility Statement
- Orion System Requirements
- How to use Orions Office Productivity Pack (OPP)
- Changing Size of Icons in Orion Sidebar
- Pin Orion to Taskbar on Windows 7
- How to Have Orion Open Automatically When the Computer Starts Up
- Orion Crashing for One User
- w3dbav80.dll is Missing Error
- I Do Not Have a Shortcut to Orion EDI Billing on My Workstation
- Hosted System Requirements
- User Unable to Access Orion Knowledge Base
- Opening User Guide in Internet Explorer
- Server Planning and Installation Guide
- Install Telnet on Windows 7 and Windows Server 2008
- Orion Hosting Requirements and Installation
- Unable to Access Orion Manuals
- DRM.DLL is Missing from your Computer
- Error – Property not Found
- Stopping the Orion Application Server Service
- Updating the Orion Software
- Orion Live Interface Notification – Could Not Find a File to Read In
- Shortcuts to Modules Keep Disappearing On Sidebar
- Setting up the Orion Summary Compiler to run automatically
- Manually Running the Summary Compiler
- Orion Administration Shortcut is Missing
- User Unable to Run Orion Administration
- The remote session was disconnected because the license store creation failed with access denied
- Error Emailing from Orion with Office 2013
- Unable to locate the Orion reporting module
- Orion EDI – Unable to save orions.ini
- Hosted Orion – How do I export to Excel
- Orion Not Recognizing Windows Default Printer
- Best Practices 1099 Processing
- Best Practices – Options for Charging Client Costs and Overhead Expenses
- Increment Error Closing Down Orion – Status 84
- Database Engine Btrieve Status Codes Errors 1-199
- Database Engine Btrieve Status Codes Errors 1000-1999
- Error Updating Worldox
- Credit Card Payments and Bank Reconciliation
- Marking Appointments and Tasks Private so they don't Sync over to Orion
- SmartInspect Debug Logger for Exchange Sync
- Importing Fees from another Application
- AP Imaging Link to Worldox
- iOrion Still Getting Max Date and Can't Enter in Time for New Year
- Recent Matters in iOrion Not Updating
- Time Entry Through iOrion Not Picking up New Rates
- Passing on Closed Status to Worldox
- Getting iOrion Count Down Message
- Reset iOrion Password
- Setup New User for IOrion
- Importing Data from Another Firm's Time and Billing Software
- What is Considered Billable under the Orion Support Contract
- What Does my Support Contract Cover
- Release Notes – April 30, 2014
- Release Notes – May 14, 2014
- Life of A Fee Record
- Life of An Invoice Record
- Using Contract Labor
- Release Notes – August 6, 2014
- Changes to AR Collections in October 17, 2014 Release
- Release Notes for November 4, 2014 Release
- What do I need to know as a New Orion User?
- How much does it cost for checks if ordered through Orion?
- On Screen Agings in Orion
- Orion 4.6 Release Notes – January 30, 2015
- Orion 4.6 Release Notes – November 11, 2015
- Product Review: iOrion Brings Mobile Practice Management to Midsized Firms (2/13/13)
- Product Review: iOrion (04/25/13)
- Case Study: Leaving the Cloud Behind & Implementing Orion (06/23/12)
- Article: Compare & Contrast – Midsize Law Firm Practice Management Software (04/12)
- Press Release: Orion & PayPros Legal Integration (03/27/13)
- Press Release: Expense Reimbursement Manager (04/12/13)
- Press Release: iOrion (01/08/13)
- Article: IT and the Business of Billable Time (12/12)
- Orion Happenings May 2013
- Orion Happenings March 2013
- Orion Happenings January 2013
- Orion Newsletter April 2013
- Orion Newsletter February 2013
- Orion Happenings December 2012
- Press Release: Orion Law Firm Survey Results (05/03/12)
- Press Release: AR Collection Manager (01/25/12)
- Article: Accelerating Receivables for Greater Profitability (06/12)
- Article: It's About Time You Got Paid (07/12)
- Press Release: Orion Version 4.5 (04/04/13)
- Orion Happenings October 2012
- Orion Happenings February 2012
- Orion Happenings March 2012
- Orion Happenings December 2011
- Orion Happenings November 2011
- Orion Happenings April 2011
- Orion Happenings June 2011
- Article: Shifting Your Phone System to the Cloud (07/11)
- Article: Legal Management – To Give and Receive – Importance of Being Earnest (11/12)
- Orion Newsletter November 2012
- Orion Newsletter September 2012
- Orion Newsletter April 2012
- Press Release: Orion Law Firm Survey (04/10/12)
- Client Trust Accounting – Best Practices (04/25/13)
- The Monthly Accounting Close Process (05/30/13)
- Orion Newsletter June 2013
- Orion Happenings July 2013
- Monthly Production Reporting Process (06/27/13)
- Monthly Financial Reporting Process (07/25/13)
- Orion Happenings August 2013
- Orion Newsletter September 2013
- Orion Happenings October 2013
- Database Servers
- LinkedIn Premium
- iOS7 Design and Productivity Enhancements
- Digital Signing
- Pervasive PSQL Repair FAQ
- Shortcuts for Orion and Microsoft Windows
- Securing Your Firm's Email
- Orion Happenings November 2013
- Tips to Help Secure Copier Hard Drives
- Better Legal Management (03/15/11)
- Press Release: Orion Launches Accounts Receivable Collection Survey (04/10/12)
- Article: Are You in Violation of State Trust Account Requirements? (12/12)
- Maximize Your Workstation Horsepower
- Windows 8 Compatability
- Pervasive PSQL v11
- Improve Productivity with Dual Screens
- Article: Financial Data with Destiny – Law Firm CEO Blog (02/27/13)
- Article: Financial Data with Destiny – Law Firm CEO Blog (02/27/13)
- Article: Lower Realization – Sometimes an Acceptable Tradeoff – Law Firm CEO Blog (01/09/13)
- Article: 1099 Reporting Decision Flowchart – Law Firm CEO Blog (01/08/13)
- Article: Year-End Tax Planning for the Firm – Law Firm CEO Blog (12/11/12)
- Article: Outsourcing – How it Works in Practice – Law Firm CEO Blog (10/31/12)
- Article: Legal Industrial Complex Still Struggling with Rising Costs – Law Firm CEO Blog (10/25/12)
- Article: Outsourcing – How it Works in Theory – Law Firm CEO Blog (10/29/12)
- Article: Large Firm/Small Firm Accounting & IT Spending Gap – Law Firm CEO Blog (08/27/12)
- Article: Managed Financial Care – Law Firm CEO Blog (08/25/12)
- Article: Making a Lateral Partner "Whole" for Deferred Comp – Law Firm CEO Blog (09/20/12)
- Article: The Idea of Service – Lessons from the Drive-Thru – Law Firm CEO Blog (08/22/12)
- Article: Email Invoices to Clients – A Proposal – Law Firm CEO Blog (08/07/12)
- Article: Why is my Capital Account Negative? – Law Firm CEO Blog (08/02/12)
- Article: Positioning Your Firm for Max Efficiency & Productivity – Law Firm CEO Blog (04/11/12)
- Article: A Recipe for Billing/Collection Success – Law Firm CEO Blog (02/01/12)
- Primer on 1099 Reporting for Tax Year 2013 (12/18/13)
- Orion Newsletter December 2013
- To 1099 or Not to 1099 Webinar (2013 Version)
- Orion Happenings January 2014
- Developing a "Retention Policy" for Digital Documents
- Press Release: iOrion 2.0, Expense Reimbursement Manager, Orion Productivity Pack (02/04/14)
- Financial Management
- Practice Management
- iOrion Mobile Application
- Time Management
- Worldox Integration Module
- Document Management
- PayPros Integration
- Expense Reimbursement Manager
- AR Collection Manager Module
- Exchange Sync Module
- Orion Version 4.5
- Orion Implementation and Data Conversion Process
- Orion Newsletter February 2014
- Email Encryption Made Easy
- Interview: Consolidation and Mobile – The Biggest Trends in Legal Software (02/14)
- Interview: Popularity of Mobile Devices in Firms Prompts New Line of Mobile Apps (01/13)
- Press Coverage: Orion's LegalTech NY Announcement Featured on LexTek Report (02/14)
- Press Coverage: Orion Featured in ILTA's 2013 Tech Survey Results (01/14)
- Orion Client Testimonials
- Accounting Services – 4L Law Firm Services
- How to Decide Whether Today's Deposit is Sufficient to Make Budget (02/27/14)
- Server Planning & Workstation Guide
- Press Release: Clyde Snow Law Firm Implements Orion Marketing and Exchange Sync (10/27/12)
- Press Release: Orion and World Software Corp. Announce Worldox License and Integration (05/11)
- Press Release: Orion Expands Integration with Worldox Document Management System (09/10)
- Press Release: Clark Partington Selects and Installs Orion's Practice Management System (11/10)
- Interview: Orion Project Manager Kevin Harris Discusses AR Collection Manager (01/12)
- Interview: Reporting from LegalTech NY 2013 (02/01/13)
- Orion Happenings March 2014
- Intelligent Writing
- Product Review: Update on iOrion’s Mobile Practice Management for Midsized Firms
- Orion Happenings April 2014
- Orion Productivity Pack
- iOrion Version 2.0 Demo Webinar (03/14)
- Orion Productivity Pack Demo Webinar (03/14)
- Orion Expense Reimbursement Manager Demo Webinar (03/14)
- Heartbleed
- Interview: How Law Firm Preferences Have Changed (05/07/14)
- Cloud Security with Orion
- 2014 Orion User Group Conference
- Worldox Integration Detail
- Using Orion to Better Manage Marketing Efforts
- Orion Reporting
- Orion Email Bill Delivery
- Orion Custom Reporting – Timekeeper Analysis
- Orion Newsletter May 2014
- Orion's New Practice Management Features
- Orion Backup and Recovery “Best Practices”
- 2014 Orion System Requirements
- Orion Custom Reporting – Billing Realization by Attorney
- Orion Custom Reporting – Payments by Working Attorney
- Orion Custom Reporting – Referral Report
- Orion's Financial Management in the Cloud
- Less Paper Means More Productivity for your Law Firm
- Ethics Alert for Florida Law Firms
- iOrion Contest Announcement (05/14)
- Orion Newsletter July 2014
- Orion Happenings June 2014
- The Forecast for Legal Technology: Partly Cloudy
- Rules Now Require Written Trust Account Plans – The Florida Bar News
- 2014 Discount for New ALA Members from Orion
- Subscriber Computer Environment
- Orion Hosted Workstation Installation Directions
- Orion Happenings August 2014
- How to Fix Word's Formatting Defaults
- 2014 Orion User Group Meeting Agenda (Tentative)
- 2014 Orion User Group Meeting Keynote Speaker
- Legal Outsourcing Bootcamp (10/10/14)
- Orion Newsletter September 2014
- Orion Visual Analytics Webinar (09/26/14)
- Outlook Email – Quick Steps
- Overflow Hotel Rooms
- Speakers from Affinity Consulting Group
- Orion Version 4.6
- AP Imaging Module
- Orion Visual Analytics
- Press Release: Orion Announces Extensive Enhancements to Orion Software at the 2014 UGM (10/14)
- Press Coverage: Orion's Release of 4.6 Featured of Law Technology News (10/14)
- User Group Testimonials
- 2014 User Group Meeting Session Guide
- 2014 Speaker Bios
- Cell Phone as Backup Connection
- Orion 4.6 Release (11/07/14)
- Orion Happenings November 2014
- Orion Newsletter October 2014
- Client Trust Account – Last Activity "Aging" Report
- MS Word Tip of the Month – November 2014
- ALA Annual Conference & Expo (12/14)
- Find Free Wi-Fi at National Chains – But Protect Yourself!
- Use Google Drive to Scan and Store Documents
- Affinity's Tech Gift Guide 2014
- MacCorner for December 2014
- Printing Word Documents from Your iPad
- MS Word Tip of the Month – September 2014
- Limited Time Add-On Module Sale (12/14)
- Orion Newsletter December 2014
- Article: Law Firm Billing Gets Smart with Tech (12/14)
- Affinity Consulting – Worldox Bootcamp
- Affinity Webinar Series
- To 1099 or Not To 1099 Webinar (2014 Version)
- Press Coverage: Orion Featured in ILTA's 2014 Tech Survey Results (12/14)
- Orion Happenings January 2015
- Start the New Year Successfully – Resolutions for 2015
- MS Office Tip of the Month – Use Keyboard to Change Case
- Lessons for Law Firms from the Sony Hacking Scandal