OPSIS Millennium Accounts Resources

This section provides resources for our Legal Accounting & Time Recording systems;

• Millennium Accounts
• Millennium Solo
• and Millennium Accounts as part of the PMS and SPS systems.

Scroll down for Software Release information, or click the menu to the left for Documentation and Support Policy.

 

Software Release Information

Latest Version: 5.84 Millennium Accounts release 5.84 provides the latest LSC Legal Aid changes for February 2012. Click here for Legal Aid release 5.84 details & upgrade instructions Download general 5.84 Release Notes PDF Format Download V5.84 (ADO for MS SQL Server) (large ZIP file 85Mb)   Download V5.84 (DAO for MS Access) (large ZIP file 85Mb)   Download Millennium Accounts Technical Specification PDF Format Millennium Accounts Installation / Upgrade Instructions 1.3Mb Download Millennium Solo Technical Specification PDF Format Download Millennium Report Viewer (SetupRepView.exe 887Kb)

Documentation

The main documentation section provides freely accessible Adobe PDF Format downloads of the main Millennium Accounts latest Release Notes, and Helpsheets covering operation of specific features of the system.

The helpsheets are divided into General Procedures (setup and general maintenance), Posting Procedures (client, nominals, journals, billing, etc) and Special Procedures like month-end and year-end, bank reconciliation, posting write-offs, and so forth.

Support Policy

You can read the support policy for the Millennium Accounts solutions, covering Customisation, Installation & Training, Support & Maintenance and information about Terms & Conditions.

This section also details the special support policy terms for our Millennium Solo product.

 

Millennium Accounts Helpsheets

This resource section intends to provide solicitors and legal cashiers with answers to some of the more commonly asked legal accounting queries, and day-to-day operation of Millennium Accounts and Millennium Solo.

The documents provided below give instructions and snapshots of the Millennium posting screens showing examples of how to perform a number of different legal accounting procedures.

May we remind you to also look in the product Help pages which we update every time a new version of the product is released, providing release information, new features and upgrade instructions, and additional Help topics.

Please note our policy is not to produce paper manuals for Millennium due to the fast rate of changes to these products.

 

These documents apply also to the Millennium Accounts product included in our combination solutions; Practice Management System (PMS) and Small Practice System (SPS).

Please refer to the separate Case Manager resources section for documentation relating to our Legal Case Management software.

Documents in this section are freely accessible (no login required).

We will be pleased to add new topics to our How To Helpsheets section, so please let us know if you have something in mind.

How to View/Save these Documents

We have provided these documents in PDF format (indicated by the image), for you to download and view or print on your computer. To view Adobe Portable Document Format (PDF) files you will need to download Adobe Acrobat PDF Reader, click here to go Adobe's download pages. You will only need to do this once.

To view the documents (once your computer has the Adobe Acrobat Reader installed), just click the required document link in the tables below. When the document has fully displayed in your browser, Acrobat Reader allows you to Save the document locally on your computer.

Alternatively to download the file immediately to your computer for later viewing (without starting Acrobat Reader) you can right-click the links in the right-hand column, then choose "Save Target As..." and select a folder to save the documents to your computer. Make a note of where you saved the document(s).

After you have saved the document, you can simply re-open it in Acrobat Reader to read or print it out.

Please be patient - some of the documents are quite large.

All documentation is Copyright © 2009 Opsis Practice Management Solutions Ltd. All right reserved. No part of these documents may be reproduced in whole or in part without specific written permission.

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Millennium Accounts Helpsheets

Millennium Helpsheets
GENERAL PROCEDURES	Size
The links below are to PDF Format documents. All links will open a new browser window or tab.	"Save As..." link
How to Backup your Data Recommended! Please take the time to ensure you understand backups.	194Kb
How to add a Client / Matter record	3.2Mb
How to archive a Matter	779Kb
How to set up a Bank	59Kb
How to set up Fee Earners	338Kb
How to set up Fee Types	306Kb
How to change Nominal codes	187Kb
Adding a VAT code for Ireland VAT Rate change	421Kb
1st January 2010 VAT Rate change	55Kb
How to Add or Edit a Matter Type	160Kb
How to enter HMLR search fees	317Kb
Understanding the client ledger card	127Kb
POSTINGS RELATED	Size
How to make a Client posting	196Kb
How to make Nominal Postings	241Kb
How to post a Journal from Bank to Bank	194Kb
How to post a Private Bill	1.9Mb
How to post Client Interest	74Kb
How to post Office transactions	259Kb
How to post Scale charges	569Kb
How to post Transfers	206Kb
How to deal with miscellaneous charges	233Kb
Converting a Proforma to an actual bill	81Kb
Time Recording	262Kb
Recalculating time recordings	113Kb
SPECIAL PROCEDURES	Size
How to produce a Trial Balance	16Kb
How to Reconcile the Bank	69Kb
How to write off Bad Debts on a Ledger Card	110Kb
How to clear Future Disbursements from a Bill	691Kb
Period End Maintenance - Month / Year End	285Kb
Checklist for Take On Balances	122Kb
Take on Balances	455Kb
Editing a document template	148Kb
Using the Wills and Deeds module	415Kb

 

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Millennium Accounts & Millennium Solo Support Policy

This section provides the support policy for our legal accounting software, and data conversions:-

• Millennium Accounts
• Millennium Solo
• Data Conversions

Millennium Accounts

 

Installation & Training

The application software is installed on the Server. Training is designed to ensure that all users have a sound knowledge of the system.

Staff members are split into groups and comprehensively trained, depending on their specific system requirements.

Training is provided in stages so that you can learn through practical experience, while still having the back-up of our support team.

The number of days allocated to staff training is agreed at the point of sale.

Extra training days can be purchased when new members of staff are employed or if you feel your Practice needs a refresher course for existing staff.

Maintenance & Support Desk

One of the key requirements when choosing a new software system is going to be comprehensive after sales support.

At OPSIS we pride ourselves on our quick response to your queries. In addition to this, due to the volume of Millennium users we can draw on a wealth of knowledge and experience to logically solve all your queries.

• At OPSIS we have a number of dedicated Millennium Support Professionals. They respond quickly and effectively to any queries.
• Every member of the Team understands the Legal Accounting process - so they are talking your language and not technical jargon.

Please see the Home page for quick contact details, or the main Contact Details page for further contact information.

How soon can we be Up & Running?

The OPSIS policy is that your Firm receives professional training from us to ensure that the system, once implemented will be used effectively.

Installation & Training are booked as soon as an order is placed to help get you Up & Running as soon as possible.

Terms & Conditions

You will receive copies of our licensing agreements when you purchase SCM, PMS or SPS.

The terms are liable to changes from time to time which we make publicly available on our web site. To view or download up to date terms and conditions please click here.

Minimum System Requirements: Please see the Millennium technical specifications for minimum required hardware and software reqirements. Our software may run on a lower specification but performance might be affected. We do not provide support for systems with a lower specification than detailed.

 

Millennium Solo Support Policy

 

A detailed set of our Terms & Conditions will be forwarded with the software, once you have placed your order.

Payment Terms

Payment is by monthly direct debit, no earlier than 21 days after we post your Millennium Solo package (to allow for your Free 21-day Trial period). Customers have the right to cancel their License Agreement and Direct Debit at any time. Please notify us in writing should you wish to do so. Cancellation means that the customer will no longer have rights to use Millennium Solo and the customer must delete the software permanently from their system.

Installation & Training

Installation will be undertaken by the customer, using the easy install routines provided in the Getting Started Manual.

Training will be held at OPSIS offices in Lincolnshire. Each customer is required to attend one session, which is free of charge. Should you prefer training at your own premises, there will be an additional charge to cover any expenses.

Please note, these training sessions will NOT cover initial set-up; it will be assumed that the initial set-up is already completed or will be undertaken by the customer after the training session.

Any additional training will take place at the customer's offices. This service will be charged at the current daily rate.

On-going Support

Telephone and email support for Millennium Solo during normal office hours is available as required provided that training has been undertaken by the person requesting the support.

We will provide a small number of support calls (5 maximum) to those awaiting training.

We reserve the right to refuse support calls on the basis that the necessary training has not been undertaken, or, on the basis that the support provided is becoming a telephonic training session - the Helpdesk Team provide advice and support not telephone training.

 

Data Conversions

If your Firm is currently running any form of computerised bookkeeping, we are usually able to import this data into OPSIS Millennium. We have a well-documented and professional procedure in place to cater for conversions from old software to Millennium Accounts.

This allows you to maintain and update your historical data, with considerable savings in both reduced time and manpower that might otherwise be required to re-enter vital information.

The new Millennium system will fit seamlessly into your Practice - enhancing performance.

To ensure a smooth switchover you will need to understand the information we require and the process we follow. Please contact us for full details of our Conversion Procedure.

 

 

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