Creating new AE Accounts ledger (after moving to PM Plus integration)

If you’ve been using Series 6/8 and moved to PM Plus integration and still using Accounts, follow the steps below to create a new AE Accounts ledger.

1. Create a new client in AE.

2. In the Tasks bar on the left, select Contacts under Applications.
   

   

3. In the Contacts window, go to File > New contact and create a new contact for this client.
   

   

4. In the New Contact window,

   1. Select Person or Corporation

   2. The code and name match with the AE details.

   3. Click OK.
      

      

5. In the Client window, go to the Attributes tab and enter Y at TCB Client.
   Note: TCB stands for Time Cost Billing. Although this attribute is no longer used, it will change the new Contact to a Client and will be linked in AE.
   

   

6. Go to the Matters tab and select Add.

7. In the New Matter wizard, select the Matter Template category. If you’re not sure which one to use, check any other client who has Matters.
   

   

8. Select Finish.

9. A new matter will be created, and in the new Accounting window, select Add on the right-hand side of the Matter screen.
   

   

10. In the Compose Document window, select Accounts and click OK. You can't select any other option.
    

    

    
    

11. Follow the prompts in the New Accounts wizard to create a new Accounts ledger.
    

    

    
    

12. Once you’ve completed all the details in the wizard, click Finish. The new Accounts ledger is created.
    Note: You may see a Conversion window display, and it is normal.