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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.


Define Templates for Firm-wide Use in 3E's Financial Controls

Financial Controls has been enhanced to include six new template fields so that firms can define firm-wide templates instead of setting a template at each office, matter, etc. The six new template fields are:

  • Proforma Template
  • Bill Single Template
  • Bill Group Template
  • Credit Note Single Template
  • Credit Note Group Template
  • Billing Statement Template

The template hierarchy will default as follows:

  1. Matter
  2. Client
  3. Billing Timekeeper on the Matter
  4. Billing Timekeeper's current Office
  5. Financial Controls

Important: If a default has not been set above to populate the Bill Template field on a single proforma for example, and the Bill Template field is blank, then 3E queries the NxPrinterTemplate table and looks for a template that is active and not deleted with the Template Category = bill and a Name that does not contain the keyword "Group". The result is ordered by the DCSTemplateID and the first one is picked as the template name.

On Office, Client Maintenance, Matter Maintenance and Timekeeper Maintenance, the Bill Templates and Credit Note Templates have been separated into Bill Templates for Single and Group, and Credit Note Templates for Single and Group. In this way the template fields are consistent with Financial Controls and firms can define them separately.

Note: Partial Credit Notes will always use the Credit Note Single Template since Partial Credit Notes are generated as single proformas.


Add or Remove the SQL Statement on the bottom of Reports

  1. Open Enterprise and from the Navigation tree, click on Billing Manager > Setups > Other > Defaults.
  2. To add a report's SQL statement, click inside the "Value" column for Default line 200, "Print SQL Statement in Reports," and enter Y. To remove the SQL statement from the bottom of reports, enter N.
  3. Click on the diskette icon to save the change.

Note: If some matters, timekeepers or other expected data from a Report's SQL query do not display in a report, it may be due to user access restrictions.

Design Gallery

Correct MICR Font in Design Gallery Output When Displayed Incorrectly

When Design Gallery produces DOC/PDF/printed documents, MICR font on the resulting document is displayed incorrectly.

For example, when expecting the font to look something similar to this:

MICR example

It could instead look something like this (or something that isn't remotely close to what you are expecting):

MICR example

This behavior is a result of problems with the installed MICR font files or misconfigured components which call them.


When MICR font is not displaying correctly on the output, we recommend completely uninstalling/reinstalling all MICR files present on the Design Gallery server using the following instructions:

  1. Stop the EDGServer and EDGPrintService services on the Design Gallery server.
  2. Navigate to the Fonts administration window by clicking 'Start' > 'Control Panel' > 'Fonts'. It will open a window similar to the following screenshot:

    Note: If you do not see the "Fonts" option from Control Panel, change the "View By:" dropdown from 'Category' to 'Small icons'.
  3. Click 'Organize' > 'Layout' > Uncheck 'Details pane'. This disables the preview at the bottom of the screen (red arrow):
  4. Click 'View selection' dropdown (to the left of the ? symbol) in the upper righthand corner of the window and select the 'List' option.

Note: The above steps 3 & 4 need to be done so previews of the font in question will not occur. When previews are enabled, it can interfere with the uninstallation / reinstallation of fonts.

  1. Highlight any fonts listed which mention "MICR" in their names, right-click them and click "Delete" to uninstall the fonts.
  2. Reboot the server. After the reboot has completed also make sure to stop the EDGServer and EDGPrintService Services again.
  3. On the right-hand side of this Knowledge Base article you will see an attachment named "". Download this file as it contains known-good MICR fonts for use on your system.
  4. When the fonts are downloaded, unzip the archive and drag the contents from the archive to the Font administration window (there should be 8 files in total). You'll be prompted to install the fonts and should see a bar to illustrate the installation progress.
  5. Next, open Solution Manager and open the component in question that would be responsible for displaying the MICR font. Ensure that the following syntax is used to call upon the MICR font:
<w:rFonts w:ascii="MICR" w:h-ansi="MICR" w:cs="Courier New" />
<wx:font wx:val="MICR" />
<w:sz w:val="20" />
<w:sz-cs w:val="20" />

<xsl:value-of select="Variable_For_MICR_Text_Goes_Here" />
  1. When finished, if any changes needed to be made save and deploy the updated component.
  2. Reboot the server one last time. Once it is back up and running, try sending through a test submission to see if the output looks correct within Word/PDF documents and/or the printed output.

Note: If you are viewing the finished Word document on a machine other than the EDG server, you'll need to make sure the MICR fonts are on the workstation you are using or you will not be able to view the fonts properly.


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.