People > Working with a Person's details > Using the Account Inquiry View

Using the Account Inquiry View

If your Amicus Administrator has set up a link with an accounting system that supports account inquiries (e.g. PCLaw), an Account Inquiry view is available in the Person Details (and File Details) windows. In the Person Details window, this view shows all the accounting information related to all of the Files on which that Person is the Primary Client. (In the File Details window, this view shows the accounting information related to that File.)

Note: You can use this feature only if permitted by your assigned Security Profile.

Making an account inquiry from a Person Details window

To make an account inquiry on a Person, choose the Account Inquiry (e.g. Fees & Disbursements, Trust & A/R) on the navigation list in the Person Details window.

This view shows the Person's account balances from the accounting system. For more information, see the relevant "Link Guide", available from your Amicus Help Center or in the Amicus Attorney Technical Resource Guides/Updates section of our website.