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Exchange • Winter 2015 > Tips and Tricks

Tips and Tricks

The following are tips and tricks to help when using Elite software products.


How Do I Define and Generate a Recurring Journal Entry?

Define process allows users to set up recurring journal entries to avoid repetitive work and reduce manual entry errors. The Generate process allows users to initiate the previously defined recurring journal entries that occur every month, such as payroll, accumulated depreciation, and automatic withdrawals, or third-party transactions.

Defining a Recurring Journal Entry

  1. Select the Recurring Journal - Define process from the 3E GL dashboard.
  2. The Recurring Journals form displays. Click Add.
  3. Enter in the required information.
  4. Click Add to enter in your Recurring JE Lines as needed.
  5. Submit.

Generate a Recurring Journal Entry

  1. Select the Recurring Journal - Generate process from the 3E GL dashboard.
  2. Select your RJE Name (from the one you previously defined).
  3. Type information about the new entry in the worklist grid or form fields.
  4. Click Generate which will take you into General Journal Entry to make additional changes if needed.
  5. Click Submit to enter your General Journal Entry into the system.
  6. Click Submit to leave the Recurring Journal Entry Generate process.


How to Add External Applications or Files to the Enterprise Favorites Bar

External Applications can be added to the Favorites Bar, in the Personal Favorites section.

The top portion of the Favorites Bar, displays all Open Features. The lower portion contains any Personal Favorite shortcuts, including external applications.

This feature is similar to the "Add-Ins" in the Elite for Windows versions, where external applications can be added, such as:

  1. Word
  2. Notepad
  3. Excel
  4. Adobe Reader

Adding External Application(s) is a two-step process. First, add a Group to the Favorites Bar (if one is not already in place). Second, add the External Application to the newly created or existing group.

Adding a Group to the Favorites Bar

  1. This is achieved by accessing Elite Enterprise and selecting the Advanced button.
  2. On the Advanced Logon Options form, check the first option, Select different User Group for saving form, navigation and VBA changes and click OK.
  3. Click OK again, launching the Select a New User or Group for Property Changes form.
  4. To restrict a Favorites Group to a specific user or group of users, select the "Select a Single User" or "Select a Group" option.
    Note: The users and groups displayed in the grid are set up in User Access.
  5. To make a Favorites Group accessible to everyone, select the "Firm Wide" option.
  6. Log into Enterprise > right-mouse click in the Favorites Bar area > select Add New Group.
  7. Enter the name of the Favorites Group. The name can be anything you choose (i.e., the name of the user or the name of the user group).
  8. Click on the user/group name in the bottom portion of the Favorites bar to display the Personal Favorites area.

Adding External Applications to Group

  1. To add External Application(s) to the Personal Favorites area, right mouse click (RMC) on the body of the specified Group, then select Add Item.
  2. The Add Item window populates, where you can navigate to the file executable(s) that you want to include. The following are samples of External Application(s) that are commonly used and the directories where they would be located:

    C:\Program Files\Microsoft Office\Office\Excel.exe
    C:\Program Files\Microsoft Office\Office\Winword.exe
    C:\Program Files\Microsoft Office\Office\Msaccess.exe

  3. If the External Application(s) are located on the users Desktop, minimize the Enterprise window and move it up/down and around to where you can see the target executable.
  4. CLICK and DRAG the selected .exe file from the desktop, onto the Favorites area.
  5. Release the mouse (drag and drop) and click the SAVE button.


How Can I Set Up Exceptions to My Global Configuration Settings?

You can set up exceptions to global settings under the Configurable Elements section under the Configure Mapped Clients page within eBillingHub.

This can be done by following these simple steps:

  1. Navigate to the Configure Mapped Clients page.
  2. Select a client to configure from your firm's client listing on the top left hand side of the page.
  3. If the exception is to be set up at the client level continue to the next step. If the exception that you will be configuring is at the matter level, select the appropriate matter from the list of matters shown on the right hand side of the page.
  4. Click on the "+" icon next to Show Additional Configuration.
  5. Next to the option that you want to configure, select the notepad icon under the Action column.
  6. Choose either True or False under the Value column depending on how you are configuring this setting.
  7. Click the Save disc icon under the Action column to save the exception setting.
  8. Repeat steps 3 through 7 if the exception applies to multiple matters under the selected client.
  9. Click the Save button to save all changes made to the Configure Mapped Clients page before navigating away from the page.

For more tips and tricks, visit the Knowledge Base at If you have a tip or trick you would like to see in upcoming issues or you were able to use one or more of the tips and tricks above, please contact Jillian Loustaunau.