arrows to move the actions to their required position within the list.You can create personalised procedures that mimic your firm's processes for cash collection by creating a series of procedures to chase and collect outstanding bills.
Follow the step below to create a Cash Collection Procedure:
From Utilities / Modules, expand the Cash Collection folder and select Cash Collection Procedures.
Right-click and select Add Procedure.
In the Reference field enter the name of your procedure e.g. "Standard”
In the Description field enter descriptive text regarding when this procedure should be run e.g. “First chasing letter after 30 days”
In the Chase Bills Over field is you wish to chase all outstanding bills over the default period, leave the setting as £0.01. If you wish to only bills over a set minimum figure, enter that minimum figure.
In the Days until First Action field enter the number of days after the bill has been raised before the first chasing procedure takes effect. E.g. if your firm’s terms of business were 30 days, enter “30” in this field.
If there are existing outdated procedures, check the Archived box if this procedure has been superseded and should no longer be used.
Click Apply to save the procedure.
Follow the steps below to add actions to a procedure:
With the Cash Collection Procedure Record screen still displaying, click Add Action button (or right-click in the Action area and select Add Action)
In the Description field enter the name of the chasing step e.g. “First chase letter”
In the Type drop-down select whether this is a:
Manual process e.g. telephone call
Produce Document
Send Email
Send SMS (extra-cost option)
In the User Instructions field enter any explanatory narrative which will be displayed to your credit control user. This field is mandatory if “Manual process” is selected.
Check the User Notes required box if you wish to force the user to add a note after this step. Note: this will prevent the action being included in an automatic run.
For all except a manual process, use the Document Template lookup to select which template should be sent to the debtor
If Produce Document as been selected the No of copies field enables you to control how many copies are sent to print, default being 1.
The Days until next action field schedules the next action in the sequence. Leave at 0 when the last action in the sequence is reached.
If Send Email was selected as the Type, the Email Subject field is mandatory and the text entered will be included in the Subject of the email sent to the debtor. For other chasing methods, this field is disabled.
Click OK to create the action
When two or more actions have been created, it is possible to change the order they appear in.
Use the arrows to move the actions to their required position within the list.
The 
button can be used to remove an action altogether.
Advanced Legal provides a utility for adding any bills outstanding on unarchived matters at the time the module is implemented into the Cash Collection system.
Any utility that affects multiple data items should be run early in the morning, so that you may restore to a backup without losing data if the effects are not what you intend.
In Utilities / System Parameters, the parameter Default Payment Terms (in days) governs the Payment Terms used on the Bill Posting and Conversion tools screen as a default and should be set before running the conversion tool.
To Run the Utility:
From Utilities / Modules / Cash Collection, expand the Cash Collection folder and right-click on Cash Collection Procedures.
Select the existing procedure which you wish to apply as the default.
Note: Do not choose Add Procedure and then run the Conversion Tool from the Actions menu, as it will not know which procedure you wish to apply.
From the Actions menu, select Conversion Tool
The conversion tool can populate data at three levels:
Clients (so all subsequent matters will default)
Matters (so all subsequent bills will default)
Bills (only existing bills will be affected: clients/matters/bills from this date forward will need to have their cash collection procedures set manually)
Check the option(s) you wish to apply
Filters are available to run for a given Branch and/or Fee Earner. Make your selections in the drop-down items and press the Refresh button 
to update your selection in the pane below.
When you have made your selection, check the Results pane to confirm you have the correct selection, from the Actions menu, select Run Conversion Tool.
The converted items are removed from the view. Close the window.