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Frequently Asked Questions
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Frequently Asked Questions
[Known issue] TYPE_E_CANTLOADLIBRARY error
Frequently Asked Questions
[FAQ] Excel template fields
[How To] Creating document templates
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This is a list of
frequently asked questions
Debtor receipts allow me to record overpayments, but trust transfers do not. Why?
Why don't creditor payments by direct debit behave like other direct debits?
How can I cancel a disbursement cheque or remove a stale cheque?
Why am I prompted to create an account when starting certain activities?
How can I share a bank account between two or more subsidiary companies?
How does ContactsLaw handle cash and accrual accounting?
Why is my transaction stuck in a pending state (grey)?
Why is the aged debtors total different to the balance on the debtors account?
Why is the balance on the disbursements ledger exclusive of GST?
How do I change a GST figure without overwriting the Net figure?
When I receive a phone call, ContactsLaw knows who is calling and sometimes populates the file/matter information as well, how does this work?
When I start some activities the file and contact information is already filled out, where did this come from?
Third parties seem to be added to my files automatically, how does this happen and why?
In some parts of ContactsLaw, I have seen not only a Save or Request button, but one that is labelled "Save & add" as well - what does it do?
What happens when I delete a task?
When I edit the charge policy of a product, why can my changes only become effective on the following day?
Why do products exhibit different behaviour when included on successive bills?
Why is the GST figure sometimes out by a factor of +/- $0.01?
Why can't I always change the file number on an existing disbursement transaction?
Why doesn't ContactsLaw allow funds to be allocated to bills issued after the date of the receipt?
What happens when a product is discontinued?
Can I charge time in 6-minute units?
My bill of costs isn't building correctly - what do I need to configure?
How can I customise the built-in bill template?
What can I do if I have two contacts which represent the same person/business?
What can I do if I have one contact associated with multiple entities?
How can I store a contact's maiden name or record a name change?
How does ContactsLaw behave when User Account Control (UAC) is enabled on my computer?
How can I start ContactsLaw if my computer cannot respond to UDP broadcast messages?
Which versions of Microsoft Windows and Office does ContactsLaw work with?
Is it possible to use ContactsLaw without installing Microsoft SharePoint on the application server?
Does ContactsLaw support multi-user environments, such as Remote Desktop Services?
Why does ContactsLaw allow me to register the same email twice?
Why are the processes of document registration and cataloguing separate?
Why doesn't ContactsLaw prompt me to check in my changes to a document after I checked it out and opened it for editing?
When I edit an OFT file in Outlook that is located on my computer, the save button does not save my changes. Why?
Can I convert documents to PDF format using ContactsLaw?
How do tables in Microsoft Word templates affect document building?
Can I include the number of a document in its template?
Can I store audio/video files in the document library?
Does ContactsLaw treat e-mail templates specially?
Why does every document type require a primary role and date type?
Why do I receive an 'a program is trying to access e-mail address information stored in Outlook' pop-up when building documents?
How do I move documents from one file to another?
Why do I receive an error about files being open in another application?
How do I create a formatting rule that relies on several fields?
Why are my numbers being formatted as text when using an Excel template?
How do I create a file with more than one client?
Why won't ContactsLaw let me archive a particular file?
What are conflicting changes and why do I sometimes receive errors about this?
Why might ContactsLaw close automatically?
Why is the 'uninstall' option not available for some plug-ins?
How do I use the spell-checking features?
How can I pay annual/sick leave recorded after a pay cycle is processed?
Is it possible to print multiple documents from within ContactsLaw?
Why are some profit and loss figures inconsistent between the on-screen and printed reports?
Why don't some search terms produce any results?
Sometimes when I start ContactsLaw, I start on the 'Today' tab in My Portal and other times I start at my Task List. Why is this?
I get an error stating that my version is out-of-date. What does this mean?
I found something that is broken - how do I submit a Bug Report?
I have an idea or a suggestion for a change - how do I submit a Feature Request?
How do I create screenshots, like those you see in emails from CPMS, for submitting bug reports and feature requests?
I took a screenshot, but when I paste I don't get what I wanted or I get nothing at all. What could be the problem?
I completed a task, why is it not in completed tasks - where did it go?