If you have chosen to use the Locations feature on the System File, you must set up at least one Location Code.  Location Codes are assigned at the Timekeeper level and the Matter Level and can be used as a sort order in most management reports.  Each Location Code represents a specific office location, site, etc. and relates to a “location code” in the General Ledger.

To enter a Location Code, click on the TOOLS Button on the File Maintenance Manager Tool Bar and then click on the Manage Codes option.  From the File Maintenance Codes window, choose to Show Codes for Locations.  The following window will appear:

You may sort the list by Code or Description by clicking on the appropriate column name.  To add a new Code, click the NEW Button and the following window will appear:

Code

The Code field is a three digit alphanumeric field.  You must have at least one Location Code on file if using the Location feature.

Description

Enter a description (name of department) for the Code.  This name will appear on all screens and reports related to the Location.  Any report or report summary sorted by Location will sort by the Location Description.

GL Location

The GL Location field is a two digit field and corresponds to the Location portion of the General Ledger account number.  Enter the number that will be used with all General Ledger transactions created for Matters assigned this Location Code.  The General Ledger Location number will attach itself to the end of any general ledger account numbers used when transactions are created for activity on this Matter.  General Ledger accounts with this location number should have already been set up in your Chart of Accounts.

Click the SAVE Button to save your new Location Code.