Actionstep's Practice Pro + Accounting is our most comprehensive tier, designed to streamline your legal practice management and accounting needs.
While the name emphasizes the accounting capabilities, it's important to note that this tier offers a wide range of additional features beyond accounting.
Actionstep Built-In GL Accounting System
Actionstep's Practice Pro + Accounting tier includes a built-in general ledger accounting system with features unavailable in other tiers.
Accounting Main Menu Item:
Sales menu
Purchases menu
Accounts menu
Banking menu item
Checks menu item
Sales:
Classic Sales Invoices
Credit Invoices
Aged Receivables List
Purchases:
Purchase/Supplier/Vendor Invoice
Credit Invoices
Aged Payables List
Purchase Payments
Accounts:
Accounts List
General Journals
Budgets
KPIs
Banking:
Banking Transactions
Reconciliations
Deposit Slips
Electronic Batches
Additional Features:
Checks
Menu Permissions (Admin > Users & Permissions > Menu Permissions)
Data Permissions (Admin > Users & Permissions > Data Permissions)
General Settings
Regional date formats
Contact type mappings
Aliases/terminology
Knowledge base
Additional settings
Accounting
Accounting preferences
System accounts
Tax return settings
Tax codes and rates
Check series
Auto-numbers
Recurring billing cycles
Price groups
Division Settings
All Accounting reports
Matter Lockup Report
Divisions:
Divisions can only be set up in Practice Pro + Accounting.
Calendar:
Actionstep built-in calendar
Advanced calendar preferences
Custom display name
Default alerts/notifications
Ability to toggle alerts
Notification of changes
Append/prepend merge fields to title and description
Advanced Customization:
Public Holidays for calendar
Contact name format
Contact list default setting
Divisional settings
System aliases (for classic product plugin)
Matter-type specific accounting restrictions
Advanced, granular permissions for menus, system objects, and reports
Email:
Email aliases
Knowledge Base:
Knowledge base
Multi-currency:
Multi-currency general ledger
Import Tool:
AR Importer
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article