Copy Audit|Print Audit 5 Export Configuration for Perfect Practice using the RCAIF Program

Configure the CopyAudit Program to export records to Perfect Practice Time and Billing for importing into client bills.

To create the Perfect Practice export configuration, go to Print Audit 5|Reports|Job Manager|Tools|Export Results|Configurations. Create the screens below and save the configuration.

To create the actual export file for Perfect Practice, go to Print Audit 5| Reports|Job Manager|Accounting|Run Accounting.

Select Print Audit 5| Reports|Job Manager|Accounting|Edit Job Type Account Codes.  Enter the applicable expense code next to each expense type.  Click Save.

The above configuration will generate an export file that contains detailed records in this format:

“Total units”,”Client-Matter Code”,”Total Cost”,”Expense Code (Example: Copy)”,” Date Printed (mm/dd/yyyy)”,”Blank Field”

That looks like this:

"3","123-01","0.30","copy","11/04/2005",""
"7","333","0.70","copy","11/01/2005",""
"3","333","0.90","fax","10/31/2005",""
"5","333","0.50","copy","10/31/2005",""

The fields exported from Copy Audit are:

Total units
Client-Matter Code
Total Cost
Job Account Code
Date Printed (mm/dd/yyyy)
Blank Field

To import the file created into Perfect Practice, use the RCAIF Module from Perfect Practice.

To Create a Client Validation file from Perfect Practice to import into the Copy Audit Program:

Refer to Perfect Practice documentation to create a csv file.