Archive for Announcements – Page 3

QuickBooks – Reducing Security?

Intuit has just released QuickBooks 2017 Release 5 update. One of the features of this update is ability to change QuickBooks so that you can open or switch to a company file without having to enter your username and password every time. There is a login period, that will force login every few days. You will also have to login if you use a different windows account or specifically log out of the company file.

Just because you can, doesn’t mean you should. You need to look at the specifics of your environment to decide if changing the security in QuickBooks will provide undue risk. If you have secure logins setup for your computers then it is probably safe, but consider what type of information is in your QuickBooks file and what or who will be harmed if the information is exposed. Do you have all your employees social security numbers stored for payroll purposes? Maybe the inconvenience of logging in is worth while. Also note that if you accept credit cards through QuickBooks and therefore have credit card protection enabled you can’t change login security.

In his article in Insightful Accountant my friend William Murphy provides information on how to change the setting. The default is to require login every time. If you want to change that setting it must be done by the company file admin.

  1. For Desktop Pro/Premier customers: Go to Company > Setup Users and Passwords > Manage Login Settings
  2. For Desktop Enterprise customers: Go to Company > Users > Manage Login Settings
  3. For all customers: Go to Edit > Preferences > General > Company Preference

You can find more information about managing passwords in QuickBooks at Intuit’s website.

Getting Support

Sage has announced that, effective March 31, 2017, you will no longer be able to purchase on demand support. This is part of a trend we are seeing with many products.

If you are using Timeslips you then have three options

  1. Purchase Sage Business Care plan
  2. Subscribe to Timeslips premium
  3. Work with an independent consultant

Regardless of what programs you are using and the policies of the company, option 3 is always available.

There are definite advantages to working with a certified consultant. You can get support when you need it, without paying for what you don’t need. However, if you prefer a fixed fee, that can be arranged.

As a consultant, I can login directly to your computer, with your permission of course, and help to resolve your issue. This saves time as you don’t have to try to describe what is on the scree, I can see it.  Another benefit of working with a certified consultant is that we often know multiple programs. So if you have a problem that goes across programs, we can help. You are also working with someone consistently so they know your system. Of course, there is a trade-off when the consultant is not available. That’s why I have business partners who can help. Yes, they won’t have worked with you before but you still have a single primary contact, as well as the ability to get help when you need it.

Because we deal with multiple clients we often can see things in new or creative ways and can offer solutions to help you work more effectively. If we see an area where you might benefit from training we may point this out. This isn’t to sell you, but to help you.

Additionally, while we recommend staying on supported versions, we have the ability to help with older versions of software that may not be supported by the company. There are many reasons why firms don’t upgrade but you still may need help.

No matter what the policies of Sage and other vendors, working with a certified consultant is always an option for support and training. Contact us to see how we can help you.

Free Legal Virtual Summit

To help lawyers start, manage and grow a law practice Uptime Legal will be hosting the world’s first-ever legal virtual summit.
Law Launcher will be held on December 8th and 9th, Completely online and FREE, the conference will feature some of the most influential speakers in the legal industry today.
Law Launcher has lined up practical sessions on how to improve your law practice. The sessions cover everything from better accounting and billing to practice management software to branding to websites to advertising and more. No talks on abstract concepts and legal macroeconomics, just straight-up tested advice from experts on how you can improve your law firm’s operations, marketing, accounting, website, management, and more.
We are delighted that Andrea Giltner of Circle Management Group Consultants and 35-45 Consulting – Global will be presenting on Time and Billing Best Practices & Considerations.
You’re guaranteed to gain some valuable insights to help you better run your law practice.
Register today to claim your seat

QuickBooks 2017 – Coming Soon!

QuickBooks 2017 is scheduled to start shipping before the end of September.

If you are running QuickBooks 2014 or below, you should update as you are not on a supported version. If you are running a newer version, then you should look at the new features and decide if upgrading makes sense for you.

  • Scheduled Reports – the ability to automate sending reports via email at scheduled times
  • Search Enhancements – making it easier for you to find the information you want with search and filter improvements
  • Report Improvements – view and print information showing the filters used to accurately communicate what is in the report. More easily select multiple records
  • Security Improvements
  • Minor Features/Improvements
    • Record Deposits icon will now show the number of deposits waiting. This can help reduce problems in the undeposite funds account
    • Cleared flag on your credit card charges
    • Company name prints on the deposit summary
    • Copy / Paste detail lines on weekly timesheets
    • Multi-user to Single-user Mode Enhancements – built-in option with real time chat to logged in users to make it easier to get users out
    • High Resolution Monitor Support

There have also been a number of other improvements that are limited to QuickBooks Enterprise.

If you would like more information on these enhancements, please contact me, or read the articles by William Murphy at the Insightful Accountant or by Charlie Russell at the Accountex Blog.

William Murphy – QuickBooks 2017 New Feature Tour

William Murphy – Scheduled Reports

William Murphy – Search Enhancements

William Murphy – Report Improvements

William Murphy – Minor Features/Major Impact

Charlie Russell – QuickBooks 2017 Has Arrived!

Charlie Russell – QuickBooks 2017 Scheduled Reports



Amicus Attorney Software Changes – Updated

A few months ago Gavel & Gown, the maker of Amicus Attorney software was acquired by the owners of Abacus. At that time things continued as they had been, with the exception of Ron Collins at the helm of Gavel & Gown. Now big changes have been announced. You should be getting formal notification but here are the high level changes.

Amicus Attorney Small Firm and Credenza software are being discontinued. This is not a big surprise as Gavel & Gown had been encouraging users to move to Amicus Cloud or upgrade to Amicus Attorney Premium, and development on these products had slowed in recent years. If you are using either product, please contact us for a no obligation discussion of your options. For 30 days, free migration is being offered to Small Firm customers. The 30 days is effective starting today (August 12). For users of Credenza, 60 days after your August 2016 renewal date the data will become read only.

For users of Amicus Attorney Premium edition the announcement is that, effective immediately, Amicus Attorney Premium edition will only be available on a subscription basis. This means if you want to upgrade, or add licenses to your current version, you must move to the subscription basis. The subscription version will include Amicus Advantage support and Amicus Anywhere access. Users of Amicus Attorney Premium with a subscription for 10 or less users will be able to run on their own on premises server. Larger firms will need to run on Abacus Private Cloud.  We are happy to speak with you about how these change will impact your firm and to provide pricing.

This  announcement is new and information is still developing. Please call Caren at 203-254-7736 for specifics on how it impacts you.


Metajure is different than other document management solutions. It doesn’t force you to profile every document, it goes and finds the documents wherever they “live” and makes the find-able.

Now Metjure is trying to work more with existing document management systems, with it’s new feature Illuminate.

You can read the information  at:

MetaJure ILLUMINATE Seeks to Become Your Document Management System’s BFF

Interested in Metajure or other document management systems? Want to tie practice management and document management together? Let us know and we can help.