Enable and Configure AR Statement Templating

Overview

OneLaw can generate Accounts Rendered (AR) Statements using either the standard AR Statement report or Word-based AR Statement templates.

This article explains how firm administrators configure OneLaw to enable AR Statement templating and set the default AR Statement options available at a practice level. These settings control how AR Statements are generated and named across the firm.

This article covers configuration only and is limited to the settings available in Accounts rendered settings and Document Management.

Who can do this

• System Administrators

Before you start

Before configuring AR Statement templates, ensure that:

• Your firm has decided to use AR Statement Templating instead of the standard AR Statement report.

Note: Only one AR Statement generation method can be active at a time. When AR Statement templating is enabled, AR Statements are generated using templates rather than the standard report.

Steps

1. Enable AR Statement templating
   • In OneLaw, go to the Administration tab on the navigation ribbon.
   • Click Practice Settings.
     
     
   • In Billing, Invoices, Credit Notes & Accounts Rendered, select the Accounts rendered settings cog.
     
     
     
     Result: The AR Settings window is displayed, with Standard AR Statement Report selected as the generation method.
     
     

   • In AR Statement Generation Method, select AR Statement Templating.
     
     
     
     Note: When AR Statement Templating is selected, several AR Statement fields are no longer available in AR Settings because this information will be controlled by the AR Statement template once it’s configured. 
     
     This includes:

     • Firm tag line
     • Firm name and addresses
     • AR Statement message
     • Payment slip inclusion and instructions
     • Credit card payment option
     • Top and bottom margin adjustments

     If your firm has previously used the standard AR Statement report, review or record any existing values you want to retain before enabling templating, and ensure this information is included in your AR Statement templates.

2. Set the default AR Statement reporting period

   • In Default Statement Reporting Period, select one of the following options:
     • All
     • Current Month
     • Previous Month

   This setting controls the default selected reporting period when an AR Statement is generated. Users can select a different reporting period when generating an AR Statement, if required.

3. Save the AR Settings

   • Select Save & Close.

   The selected AR Statement generation method and default reporting period are saved in Practice Settings.

4. Configure the AR Statement filename format
   • In Practice Settings, navigate to Document Management.
   • Select the Filename Formats for Document Templates cog.
     
     
   • Locate AR Statement filename format and select the settings cog.
     
     Result: The Edit the AR Statement filename format window is displayed.
     
     

5. Define the AR Statement filename format

   • Add Available elements by selecting the required option(s) and clicking the right arrow:
     • Client Number
     • Client Name
     • Statement Name
     • Billing Party Name
   • Order the Selected elements by using the up and down arrows.
   • Use Add to insert free-text narration if required.
   • Select whether to Include spaces between options.
   • Review the Example filename.
   • Select Save.

   Note: Free-text narration added to the filename is static text and does not pull data from OneLaw.

   The configured filename format applies to all AR Statements generated by the firm.

   If no AR Statement filename format is configured, AR Statements are generated using the default filename “Statement Document”.

Result

AR Statement templating is enabled and configured at a firm level, with default AR Statement reporting period and filename format set in Practice Settings.