New Year, New Improvements
Welcome to Orion’s first “Happenings” of 2014! These publications are just for our Clients, helping you get the most out of your Orion software. 2013 was an exciting year for Orion, as we have launched many new product modules (Expense Reimbursement Manager, iOrion® Mobile App, AR Collection Manager, etc.) and we have made excellent upgrades to our existing software (Orion Version 4.5). We look forward to even more enhancements to Orion in 2014, we will begin announcing these at LegalTech NY 2014 coming up in a few short weeks.
In this Orion Happenings, the Support Corner articles focus on 1099 Form processing. Make sure to check those out below.
Also, stay tuned for more information regarding the 2014 Orion User Group Meeting, which will be taking place this fall. You won’t want to miss it!
Orion’s New Website Launch
Our website provides a fresh new look along with user-friendly navigation, updated with the latest information about our products and services.
We hope that you enjoy visiting our new site, and are able to take advantage of the responsive design that makes browsing on any mobile device, tablet or computer even more intuitive!
Client Spotlight
“The process of changing to a new Financial Management system can be a daunting one, but the Orion staff was able to make this a smooth transition for our firm. Orion was patient and very helpful with all of our questions, and took the necessary time to make sure that we were well-versed in all aspects of our new software system. The user-friendly interface, combined with powerful reporting capabilities, has already made a large impact on operations at our firm.”
– Thomas R. Behm, Attorney
Gruel Mills Nims & Pylman PLLC
Gruel Mills Nims & Pylman PLLC has served referring lawyers and clients throughout the Midwest for more than 25 years, committing itself to providing sound, personal, and compassionate representation. Established in 1985, as a partnership, Gruel Mills Nims & Pylman PLLC boasts a national reputation. Its lawyers are highly regarded by the legal community for their integrity, proven experience and successful outcomes. Gruel Mills has a reputation for excellence, earning the highest rating (“AV”) by Martindale-Hubbell, the gold standard in rating service for lawyers and law firms. It has consistently been listed in US News & World Reports as a “Best Law Firm”.
Client Milestones
Garbarini & Scher, P.C. made the change to Orion’s Financial Management software to better manage firm operations.
http://www.garbarini-scher.com/
Cowan, Liebowitz & Latman, P.C. selected Orion as their new provider for Financial Management software.
Looper Ballew P.C. selected Orion’s Financial Management software to improve time, billing and accounting activities at their firm.
LegalTech NY 2014
Orion will be attending LegalTech New York, the #1 resource for law firms and legal departments to get hands-on practical information for improving their law practice management.
http://www.legaltechshow.com/r5/cob_page.asp?category_code=ltech
The event is taking place February 4th-6th, 2014 at the New York Hilton Midtown. Visit the LegalTech NY website for more information.
Orion will also be making an exciting announcement regarding iOrion and enhancements to other Orion software. Stay tuned for more details!
ALA Annual Conference & Exposition
As a proud supporter of the ALA, Orion is happy to announce that we will be attending the 2014 ALA Annual Conference & Exposition, taking place May 19th-22nd, 2014 at the Metro Toronto Convention Centre in Toronto, Ontario, Canada. We look forward to spending time with our clients and fellow ALA Members at this event each year, make sure to stop by our booth while you are there!
Registration for attendees is now open. Join Orion in Toronto… for more information, click here.
http://www.alanet.org/conf/2014/index.html
Orion Hires New Team Member
Orion continues to grow in 2014! We just added another experienced professional to our team. Please join us in welcoming in Sade Winsor – short bio below.
Sade A. Winsor, Client Services Assistant
Sade brings her client-focused attitude to Orion as the newest member of our staff. She will be focusing on assisting with help desk support and other administrative duties. She brings both hands-on and educational experience with her to Orion, as she has a background in Sales Support and Customer Service.
Recent Webinar Recordings
Primer on 1099 Reporting for Tax Year 2013
View Webinar
http://www.screencast.com/t/EwLi4phfRv
Download Webinar Notes
http://orionlaw.com/lib/fn/Primer_on_1099_Reporting_2013
To 1099 or Not to 1099 – That is the January Question
View Webinar
http://www.youtube.com/watch?v=q6PavA8jQno&feature=youtu.be
Download Webinar Notes
http://orionlaw.com/lib/fn/To_1099_or_Not_to_1099_Webinar_Notes
If you have any questions regarding either of these Webinar recordings or their topics, please contact our Webinar host, Michael Marget of 4L Law Firm Services.
Support Corner – End of Year Procedures
Processing and creating 1099 Forms is done once a year and can be a challenging task. Procedures performed on a daily, weekly or monthly basis are easy to remember. Those performed only once per year require “refreshing” your memory every time you need to use the procedure.
The key to making the production of 1099 Forms easier and less stressful is in setting up vendors correctly on the front end and in knowing how to get the most out of the 1099 processing program. The documents and videos below will help you finish up completing this process.
Preparing for 1099 Processing
Preparing for 1099 Processing Guidelines
– This document contains guidelines and procedures to follow in order to prepare for 1099 processing.
Preparing for 1099 Processing Video – Part 1
– This video focuses on how a vendor is initially set-up for the 1099 default and how to correct a distribution line in a voucher.
Preparing for 1099 Processing Video – Part 2
– This video covers setting up your work-file query to be used with 1099 processing. *Most clients will not need to re-do this task, but if you are a new client this video may be helpful.*
Processing 1099 Forms in Orion
Processing 1099 Forms in Orion
– This document contains instructions on how to process 1099 forms in Orion.
Processing 1099 Forms in Orion – Part 1
– This video goes over the step-by-step instructions listed above on processing 1099 forms in Orion.
Processing 1099 Forms in Orion – Part 2
– This video focuses on editing the layout of your 1099 form.
Revised Styles for 1099-MISC and 1096 Form
– This link will begin downloading the newest Orion styles to match the corresponding IRS forms. *You must update your styles before printing your 1099 forms to avoid manual edits.*
Updating 1099 and 1096 Report With Most Recent Styles
– This video shows you how to use the link above to update your reports within Orion.
Tech Tip
Developing a “Retention Policy” for Digital Documents
A “Retention Policy” is a rule that states how long documents should be kept before they are to be destroyed. Many firms have realized the importance of setting a Document Retention Policy, as it minimizes costs and can free up valuable retail space.
Digital Documents are a whole different story, as many firms do not have rules in place regarding digital documents. Although often overlooked, it is important for firms to adopt standards for digital documents as well as your traditional paper documents…
To read the rest of the article which includes tips on implementing an Electronic Retention Policy, click here.
http://orionlaw.com/lib/fn/Tech_Tip_January_2014
Do you have a topic that you would like to see featured in our upcoming publications? Send the Support Desk an email and let us know what you want to see in next year’s Tech Tips.