Win USRR
Contents
1. DISKETTE Installation In the installation procedure that follows it will be assumed that you are installing the program from Drive A and to Drive C If you are using another installation drive such as Drive B or D please substitute the drive letter appropriately Place the installation diskette in Drive A Click the Start button in the lower left corner of your desktop screen At the Run selection type the following A SETUP and press ENTER or click OK Please read all information on each screen especially the Software Agreement and proceed only if you agree with it in all respects During installation accept each default unless you know that it will interfere with a program or programs you already have on your computer The installation procedure will now prepare your system and install files necessary for WinysR You will be advised to reboot your system after the installation process After your system has rebooted you may start WinysR by Clicking the Start button then selecting and clicking Programs and then locating WinUSR and double clicking on the WinUSR icon which will pop up to the right After installation please proceed to Getting Started in this manual GETTING STARTED Start the program if you have not previously done so as described immediately above First things first THE PROGRAM WILL NOT WORK UNTIL ALL OF YOUR PERSONAL INFORMATION HAS BEEN FILLED IN ON THE Personal Inf2. CD or other similar program If installed you can email invoices directly from Winysr Print Attorney Rcpt Button Press this button to print an Attorney Receipt for Transcript Print Clerk Rept Button Press this button to print a Clerk s Receipt for Filing Kok ok CK k CLIENTS amp FIRMS Entering Clients and firms has been explained within the making of an invoice but the same applies for the Menu Items You may enter your clients and firms at any time using these menu items KKK KK 15 TIME amp ATTENDANCE From the Main Menu click Time amp Attendance or Alt T and from the submenu select View Time amp Attendance Entries Since the table will be empty click the New button at the bottom of the screen and the following screen will be presented Date gt ME 3 E Time CityofAttendance Td CaseNo ShotCapton TypeHearing T Judge s init x EstimatedPages Realtime Pages for Judicial Officer only Administrative Transcript Prep Appearance Before Judges Magistrates Others Nofes NOTE All BLUE Italicized items are Informational only Cancel Date Will default to current date Adjust as appropriate Time Enter the Beginning time of the related appearance NOTE You will notice that some of the field prompts are Italicized and Blue This indicates that these are optional fields They will only be used to create Attendance Information Ledgers for your benefit but a
3. appropriately Address Line 2 may be left blank and the City and State will automatically pull up to fill these blanks when printed on invoices City State Zip Code Phone and Fax Fill out appropriately You may leave the Fax field blank if you choose If so nothing will be printed on your invoices referring to Fax SS Number This field MUST BE COMPLETED as it is required for your AO40A and AO4OB reports Print SSN on Invoices Check this box if you want your Social Security Number to be printed on your invoices If you do not select this box your EIN number will be printed your invoices if you have entered one in the next field Your SSN number will be displayed on your reports regardless of this selection EIN If you have an Employer Identification Number and want it to appear on your invoices fill out appropriately Email Optional if you want your email address to be displayed on your Invoices enter it here Otherwise leave blank After filling out all fields on this screen click the tab or Alt D at the top of the entry form entitled District Other Information and the following screen for District Other Information will be displayed TAB 2 District Info Tab Editing Configuration Personal Info District Info Defaults Form 1034 L A Only Pg1 Form 1034 L 4 Only Pg 2 Duty District Western District of Oklahoma Duty Station Oklahoma City OK Location Code Print One an Calg NCRA CAR Certified D
4. box if you are under the Leave Act DO NOT Remind Me When Reports Are Due You will be reminded on the Main Screen of WinUSR when your Quarterly and Annual reports are due If you do not wish to have this reminder pop up on your Main Screen check this box TAB 3 Defaults Tab Personal Info District Info Defaults Form 1034 L A Only Pg 1 Form 1034 L A Only Pg 2 Default Number of INVOICES to Print E Preview Invoices V Default Number of REPORTS to Print 2 2 Preview Reports V Print All Price Fields on Printed Invoices V Print this Selection on Invoices Print this Selection on Reports Social Security No Social Security No C Employer Identification No Last Four Digits of SSN Default New A044 Invoice to Following Types Criminal C Civil Government C Private Default Printer email Printer pdfFactory Default Transcript Description for 40 44 Invoice Reporter s Transcript of Proceedings Private Inv Banner Default Number of Invoices to Print Enter the number of Invoices you normally print You may change this selection at print time Preview Invoices Check this box if you want to preview your invoices on the screen before printing Default Number of Reports to Print Number of Reports you normally print You may change this selection at print time Preview Invoices Check this box if you want to preview your reports on the screen before printing You might find this useful
5. hearing you are attending Short Caption Enter a short version of the caption which will be meaningful to you when you see it on the Attendance Information Ledger Type Hearing Enter a brief description of the type of hearing i e Sentencing Waive amp File et cetera Judge s Initials When you tab to this field it will automatically bring up a blank list of Judges Press the Add button and enter the Judge s Initials Then press the tab key and enter the Judges name i e The Honorable Ralph G Thompson You may enter as many judges as you know you will be appearing before You will then simply select the appropriate judge and press the Enter key or Select button to insert the judge s initials 17 Adding Time amp Attendance Date gt 11 08 2004 3 E Time 9 00AM City of Attendance Oklahoma City Oklahoma Case No CR 04 0241 T Short Caption USA v Defendant Type Hearing ci to Suppress x Se recite ee tars tater The Honorable David L Russell J Magistrate Judge Doyle W Argo Magistrate Judge Gary M Purcell The Honorable Joe Heaton Judges The Honorable Lee R West Magistrates Magistrate Judge Robert E Bachara Others The Honorable Ralph G Thompson Chief Judge Robin J Cauthron Magistrate Judge Ronald L Howlanc Notes Administrative Transcript Prep Appearance Before NOTE All BLUE Italicized items are Informational only Cancel Est Pages Self Explanat
6. is a report for your personal use of your total receipts for any given period This is useful in checking 1099s received from attorneys firms AO40A QUARTERLY REPORT This report is required to be filed on a quarterly basis by the 15 of the month following the ending of the quarters Some CR Supervisors may require the report be presented to them in advance for checking auditing FCRR CRR QUARTERLY REPORT A required quarterly report See above Print Blank FCRR CRR REPORT If you are required to file an FCRR Report but have not produced any realtime for parties or the Court you may print a blank one for filing purposes AO40B ANNUAL REPORT This report is required to be filed on an annual basis by the 20 of April Some CR Supervisors may require the report be presented to them in advance for checking auditing Depreciation Schedule This report is required if you are depreciating equipment and have filled out the appropriate depreciation entries in the Expense Section Other Expenses Attachment This attachment must be filed with the AO40B if you have any Other Expenses in Section 17 of the AO40B A037 Expense Ledger This report is required to be kept by you but not presented to the AO Some CR Supervisors may require the ledger be presented to them for checking auditing AO38 Attendance Ledger This report is required to be kept by you but not presented to the AO Some CR Supervisors may require the ledger be pre
7. provided in this agreement 2 BACKUP AND TRANSFER You may make one copy of the program solely for backup purposes You may transfer the program to another party if the other party agrees to the terms of this agreement If you transfer the program you must at the same time transfer the original cd diskettes and the documentation and transfer or destroy any and all the backup copies 3 TERM This license is effective until terminated You may terminate it by returning the Winysp US Reporter Invoicing Reporting software cd diskettes documentation and all copies thereof or by destroying the software cd diskettes documentation and all copies thereof This license will also terminate if you fail to comply with any term or condition of the agreement 4 DISCLAIMER OF WARRANTY Winygp US REPORTER INVOICING REPORTING SOFTWARE IS DISTRIBUTED AND LICENSED AS IS WITHOUT WARRANTY OF ANY KIND THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF THE PROGRAM IS ASSUMED BY YOU LMSoftware Inc warrants to the original user that the cd or diskettes on which Winysp US Reporter Invoicing Reporting software is recorded is free from defects in material and workmanship in normal use and service for a period of 90 days from the date of delivery This warranty may not be transferred to any other party and LMSoftware Inc limits your remedy to return of any faulty cd or diskettes during such 90 day period for replacement without charge NE
8. the screen to the right of the Winusr logo Ewi LLS Reporter Invoicing Re parting System Fila Invoices Clients Firms Time amp Attendance Expense Reports Maintenance Window About FAY Riny Lany E Marks CM FERR Clicking with the mouse or Holding down the Alt Key and pressing the Underlined letter of any of the menu items will open that menu item Kok ok k k FILE From the Main Menu click File or Alt F for various functions that will be of value to you from time to time most notably backing up your WINUSR data xk kk k INVOICES From the Main Menu click Invoices or Alt I and from the submenu select either Official Invoices or Private Freelance Invoices Assuming you have selected Official Invoices the following table of invoices will be presented Sort By Invoice No By Date By Case No By Name By Firm By Plaintiff By Defendant The Hon Ralph G Thor Provided atno Charge E 20040063 11 01 2004 CR 03 0139 T CJ424 Tirado David Pe Edmond Geary Attorney Oklahc 20040062 11 01 2004 CR 03 0139 T CJA24 Thomas Brooke Howard R Haralson Attd Oklahe 20040061 11 01 2004 CR 03 0139 T Ms Teresa Brown United States Public Deft Oklahc 20040060 11 01 2004 CR 03 0139 T Mr Stephen Jones Stephen Jones amp Associ Enid C 20040059 11 01 2004 CR 03 0139 T Mr Randal Sengel United States Attorney s Oklahc 20040058 11 01 2004 CR 03 0139 T The Hon Ralph G Thor Provided at no Charge
9. A BND NNNNNNFNFFRFPNNNEF F WNHNOPRPRP PRP BWOWDN BD W W PON RE 2D ND 1 NWOAWWNN AB BD MINIMUM SYSTEM REQUIREMENTS 486 or above PC compatible computer with Windows 95 or above 32 meg Memory or more At least 4 megabytes of free hard disk space CD ROM or 3 5 floppy diskette CD ROM preferred Windows compatible printer Video resolution of 800 x 600 minimum fete Oo o Kok ok CK k ABOUT THIS MANUAL Congratulations on your purchase of the WinusR US Reporter Invoicing Reporting System This program was produced with the goal of reducing your workload increasing your productivity and making your reports easier to produce more accurate and timely and this manual was written to help you get started and give you some tips on using the program ok Ok CK k HOW TO USE THIS MANUAL All users are encouraged to read this manual completely Even though you will most likely be able to use the program with no training and without this manual you might pick up some helpful pointers from those of us who have designed this program and have used it extensively If nothing else please read the Getting Started section of this manual It will help you get the program set up with a minimum amount of time and effort INSTALLING THE PROGRAM The Winysr US Reporter Invoicing Reporting System has been provided to you on a CD Compact Disk or high density 3 5 diskettes If you have received media that i
10. IPS amp TECHNIQUES 10 11 12 13 14 15 16 17 18 19 20 22 23 24 Please contribute to this section via email This section is intended to be for tips in the use of the program as it stands and recommendations for enhancements et cetera should be conveyed separately Send your suggested tips and techniques to Support WinUSR com and we ll include them in future editions of this manual We will mention your name as the author tipster unless you say otherwise 25
11. ITHER LMSoftware Inc nor anyone who has been involved in the creation sale or distribution of Witysr US Reporter Invoicing Reporting software shall be liable for any direct indirect consequential or incidental damages arising out of the use results of use or inability to use such software Some states do not allow the exclusion or limitation of liability for consequential or incidental damages so the above limitation may not apply to you 5 MISCELLANEOUS This Agreement shall be governed by the laws of the State of Oklahoma kok ok CK k Software Agreement System Requirements About This Manual How to Use This Manual Installing the Program Getting Started Maintenanc The Main Menu A Z Appeal Arraign Address Backup Case Number Civil CD Criminal Date ome Delivery Date Defaults Description Diskette Email File Firm Government In Re Install Invoices Invoice Number Judicial Officer Maintenance Name aye ug No Charge Order Date Plaintiff Private Print Realtime Restore Send P furs U S Attorney U S Pub Defender Entering P INDEX ersonal Information KKKKK Dy Ty 8p OR Lay 14 9 14 Vie Dee Lis 5 12 8 9 10 6 Ty 8 oi 7 13 20 2 D3 iTi io 4 9 9 16 19 16 19 17 18 4 5 9 15 20 TO SF ec oye 9y Ay 5 15 19 12 19 14 21 1822 ii 13 15 18 13 18 23 9 15 oy ODnDUA
12. Oklahe 20040057 10 19 2004 CR 03 0242 T Ms Leslie M Maye United States Attorney s Oklahc 20040056 10 19 2004 CR 03 0242 T CJA24 Brown Clifford M Eulberg Law Offices Oklahe 20040055 10 19 2004 CR 98 0093 T Mr M Jay Farber United States Attorney s Oklahc 20040054 10 19 2004 CR 98 0093 T CJA24 Wilson Corey Ar Eulberg Law Offices Oklahe 20040053 10 18 2004 CR 03 0070 T Ms Leslie M Maye United States Attorney s Oklahc 20040052 10 18 2004 CR 03 0070 T CJ424 Jackson Carlton Jack D Fisher Attorney Edmon 20040051 10 10 2004 CR 03 0139 T CJA24 Tirado David Edmond Geary Attorney Oklahe 20040050 10 10 2004 CR 03 0139 T CJA24 Thomas Brooke Howard R Haralson Attd Oklahe 20040049 10 10 2004 CR 03 0139 T Ms Teresa Brown United States Public Deft Oklahc 20040048 10 10 2004 CR 03 0139 T Mr Randal Sengel United States Attorney s Oklahe 20040047 10 07 2004 CR 03 0139 T Mr Stephen Jones Stephen Jones amp Associj Enid C 20040046 10 08 2004 CR 03 0242 T Mr M Jay Farber United States Attorney s Oklahc g af Indicates Incomplete Job ataw Dahat Duplicate Print Print Print Invoice Invoice Send Attormey Acpt Clerk Rept New Invoice Close Delete 10 If this is your first time to prepare an invoice the above table will be empty The following will explain the making of an Official Invoice which will be to a large extent applicable to the making o
13. Optional City ST Zip Enter appropriately Optional Contact Person Same Optional Phone amp Fax amp Toll Free Same Optional Account No Same Optional Email Same Optional Expense Category When you tab to the Expense Category field the following screen will be presented 20 A4O40B Expense Category Description Compensation paid to Substitute Reporters due to absence Compensation paid to Substitute Reporters to assist with daily and hourly transcript Compensation paid to Note Readers Compensation paid to Transcribers Compensation paid to Typists Compensation paid to Scopists Compensation paid to other clerical personnel Employer s contributions FICA etc Travel incident to private reporting activities Travel by substitute reporters and other personnel Rent for office space including utilities Rent for copy equipment Rent for CAT equipment Other rent Specify Equipment repairs and maintenance Postage expense Telephone expense Other communications expense Specify Supplies and materials Other expenses itemize on back all other expenses claimed coe Highlight the appropriate expense category and click the Select button or press the Enter key to insert both the Expense Category and the Expense Description Itemize If Required Certain expense entries require an Itemized description Enter as appropriate Amount Enter amount of expense Expense Type Select whether the expe
14. The Copy and Paste Buttons are useful when you have a continuing hearing trial You may copy the entries from one day and then paste them to a new day the same as the Copy and Paste buttons work in other Windows programs NOTE If you make multiple entries per day be sure and enter only one set of Administrative Hours and Transcript Preparation Hours for that day Kok ok CK Ok EXPENSES From the Main Menu click Expense or Alt X and from the submenu select either View Expenses Since the table will be empty click the New button at the bottom of the screen and the following screen will be presented fl Check No Inv No Payee Category Bese Itemize if required Expense Type Amount P yi amp Official Private Date Today s Date will be defaulted Adjust as appropriate Check No Enter appropriate check number or Cash or Visa et cetera Inv No Enter invoice number if appropriate Payee When you tab to the Payee field you will be presented with a screen listing your payees If this is your first expense entry press the New button and you will be presented with the following screen 19 Adding a Payee Name Address 1 Address 2 CiyST zip Contact Peron Phone o Toll Free Cs a Account No l email website Expense Category Expense Description Name Enter payee name Address 1 amp 2 Enter appropriate address
15. USCRA FCRR Certified Other Realtime Cet 7 Date Certified 4A Prorate Expense between Private Official Iv Forty Hour Tour of Duty Leave Act B DO NOT Remind Me When Reports Are Due V Duty District Fill out appropriately i e Southern District of New York Duty Station City Fill out appropriately i e New York City NY Location Organization Code for CJA 24 You may enter your Location Organization Code here and it will be entered by default on each of your CJA 24 invoices You may obtain this number from your Court Clerk s Office NCRA CRR Check this box if you are a Certified Realtime Reporter certified by the National Court Reporters Association You will then be prompted for the date on which you were certified USCRA FCRR Same as above except certified by USCRA You will then be prompted for the date on which you were certified OTHER RT CERTIFICATION Enter Other RT Certification accepted by the Administrative Office and the date certified Prorate Expense between Private Official This selection affects the AO40B Annual Report Check this box if you want WINUSR to automatically calculate a ratio between Private Freelance income and Official income and prorate your expenses between Official and Private income expense based on that ratio If you do not check this box you may still allocate the expenses on an entry by entry basis in the Expense Entry Screen Forty Hour Tour of Duty Check this
16. Win USR US REPORTER INVOICING REPORTING SYSTEM USER S MANUAL Copyright LMSoftware Inc 1992 2003 All Rights Reserved This material is protected by Federal Copyright Law No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means mechanical electronic photocopying recording or otherwise without prior written permission of LMSoftware Inc LMSOFTWARE INC PROPRIETARY This material constitutes proprietary and trade secret information of LMSoftware Inc and shall not be disclosed to any third party nor used by the recipient except under the terms and conditions of the license agreement between the customer and LMSoftware Inc WinUSR US Reporter Invoicing Reporting System and USR are trademarks of LMSoftware Inc SOFTWARE LICENSE AGREEMENT AND DISCLAIMER OF WARRANTY READ THIS AGREEMENT CAREFULLY Using this software indicates that you accept this agreement and will abide by it If you do not agree with what it says promptly return the software and your money will be refunded 1 LICENSE You have the non exclusive right to use Winysgp US Reporter Invoicing Reporting software on any single computer system You may not electronically transfer the software from one computer to another over a network or use the program in a computer service bureau You may not use copy or transfer the software or documentation or any copy thereof except as
17. dicial Officer at No Charge Click this box if the transcript was prepared for a judge at no charge Please Note the No Charge as the prices per page will be excluded if you make this selection Arraign Plea or Sentence at No Charge Click this box if the transcript was prepared at no charge as in the selection above Realtime Provided Judge at No Charge If CRR or FCRR Click this box if you provided realtime to a judge If this box is checked no prices will be automatically entered on the next page 13 CASE NO Self Explanatory IN RE If your Case Caption is an In Re rather than a Plaintiff v Defendant check this box and an appropriate input line will be presented PLAINTIFF Self Explanatory DEFENDANT Self Explanatory Transcript Description Enter description of the transcript being provided Example Reporter s Transcript of 12 02 01 Plea Proceedings and 02 02 02 Sentencing Proceedings You will note there is a long button with the words Press to Paste Default Transcript Description Below above the Transcript Description field You may enter a default for this button in the Defaults section of User Information in the Maintenance Section of Winysr When you have completed all information on the first Page Tab of the AO44 you may press the Tab key or click the Page 2 tab to proceed to TAB 2 or the second page of the invoice and you will be presented with the following screen Discount for Lat
18. e Delivery TAX If Applicable Deposit Check No Deposit Date a z Deposit Refund Check No Refund Date A am Refund Paid by Check No Date Paid yy a E Total Paid g 47 Enter the number of pages in the appropriate Page field Your totals will be automatically updated as you proceed through this page If you have a miscellaneous charge enter the amount in the Misc Charges field You must then input a description for the miscellaneous charge i e FedEx charges in excess of regular postage 14 The fields below the midline should be filled out appropriately If the invoice has been paid in full or there has been a deposit made enter the appropriate amount in each field and be sure to enter the date for such payments If the date of a payment is not entered your reports will be adversely affected Once you have completed all entries on the invoice you may click OK or press the Enter key and the invoice will be saved and you will be returned to the Invoice Table where you will see your first invoice Print Invoice Button You may then print the invoice by pressing the Print Invoice button at the bottom of the screen It will first be displayed on your screen for your approval and then you must press the Print button at the top left of the screen to print the invoice Send Button The Send button will act the same as the Print Invoice button unless you have installed FinePrint pdfFactory included on your
19. f Private Invoices You will notice several buttons along the bottom of the Official Invoice Table which will be explained here New Invoice Button To prepare a new invoice Click the New Invoice button or Alt W and then select the type of invoice by clicking the invoice type or pressing the appropriate letter The following will explain the preparation of an AO44 invoice which you will probably be using most of the time and will cover the basics of preparing all other invoice types This is a good time to discuss the Date Entry Fields in WinuUsR All Date Fields will have a button to the left of the field and a Blue Green Box to the right of the field symbolizing a calendar Pressing the button on the left side of the entry field will insert the current date and pressing the Blue Green Calendar Box to the right of the field will bring up a calendar from which you can select any date you wish NOTE Once in the calendar you must press the ESC key to exit without making an entry or click the Green Check Mark to insert the date you have selected The Calendar has small arrows to the right and left of the Month Year at the top of the calendar Pressing these will increment the calendar one month at a time Selecting the date and clicking the Green Check Mark at the bottom right of the calendar will insert the selected date AO44 Invoice Upon opening the Invoice entry screen the DATE will be filled with the current date Adding A044 Invo
20. ice 4044 Invoice Page 1 Page 2 Date gt 1 07 2004 Es Invoice No 20040065 Order Date ni 07 2004 Fi Delivery Date gt E Name Government Private ae Criminal Civil Firm Addr 1 Addr 2 City ST Select ONLY ONE of the following if applicable Appeal Provided to Judicial Officer at No Charge l Arraign Plea or Sentence at No Charge PLAINTIFF Transcript Description Press to Paste Default Transcript Description Below You may also type in the date and the Automatic Filling function will assist you For instance if you type in 511 the program will intuitively fill in 05 01 2001 or if you type 1211 it will automatically fill in 12 01 2001 11 Invoice Number Your first invoice number will automatically be filled in with 00000001 It has been my suggestion and practice to overtype this number beginning with the year i e 20020001 Each succeeding invoice will then be incremented accordingly i e 20020002 20020003 without having to enter the preceding year This is entirely a matter of choice but you may find it useful to know which year the invoice pertains to If you follow and use this convention you should change the prefix of the first invoice of each succeeding year by overtyping the invoice number as follows 20030001 et cetera Order Date Self Explanatory Will default to the current date Delivery Date Also Self Explanatory Name For your first invoice you wil
21. inePrint pdfFactory is included on your CD which we have been given permission to distribute for your trial It will also work in conjunction with your email systems so that you can email invoices directly from within WinysR Default Transcript Description for Invoices You may enter a phrase that you normally use in the Transcript Description area of your invoices i e Reporter s Transcript of Proceedings had on It will then be entered by pressing a button above the Description area of the invoice Private Inv Banner You may enter a phrase to be Automatically printed on Private Freelance Invoices i e Free ASCII Diskettes or eTranscripts Provided on Request TABS 4 amp 5 Form 1034 LA Only If you are a Los Angeles CA reporter or you use the Form 1034 for the U S Attorneys in your area click the tab or Alt L at the top of the entry form entitled Form 1034 LA Only and an additional screen will be displayed Fill out each entry according to the way you want them to appear on the 1034 Invoice form ok ok CK k After you have entered all information in the User Information Section of Maintenance you are ready to begin using the program The next sections of this manual will explain what each Menu category includes and an explanation of each function ok ok CK k THE MAIN MENU On the Main Menu screen you will notice that the Version of WinusR and your name appear toward the top of
22. just to check your billing progress Print All Prices on Invoices Check this box if you prefer that the price of categories not applicable to the invoice you are making be printed on the invoice If you do not make this selection only the prices applicable to the invoice will be printed Print this Selection on Invoices You may choose whether you want to print your SSN or your EINon your Invoices If you choose the EIN number and it is blank under the Personal Info Tab the invoice will not contain your tax information Print this Selection on Reports You are required to have either your SSN or the last four digits of your SSN on your reports for identification purposes Make the appropriate selection here Default New A044 Invoices to Following Type You MUST select either Criminal or Civil and either Government or Private for the page rates to be properly selected and automatically entered in your invoices If you do mainly Criminal transcripts select Criminal and if your do mainly Civil transcripts select Civil Default Printer If you want to use a different printer for WinUSR than your default printer enter the name of the printer driver exactly as it appears in your Settings Printers section of Windows Email Printer If you have an Adobe type PDF Writer and wish to send your invoices via email enter the driver name exactly as it appears in your Settings Printers section of Windows A Trial Version of a programwe recommend called F
23. l not have any clients entered When you reach the Name field the Clients table will automatically be displayed Since it will be empty Press the New button at the bottom of the screen and fill in the First Name Middle Initial if applicable and Last Name Date FET AAH H0 na First Name e MI Last oee ai Adar 1 Firm Name a Adar 2 Address eal City ST Address bie Phone City ST Zip Phone Fax CASEI Jf PrivatePh i PvtFax e mail addr P Trang I Asst Name O O Athe o Asstemai corea After entering the Last name press the Tab key and the Firms table will be displayed 12 Date gt En a x J 21 E Name Adding a Firm 5 amp F a e Fim Abel Musser 239 7046 Adams amp Asso mmm P00 Adar 1 Firm Name 272 9241 Andrews Day Beny amp VanM Address M ljm Fae Berry amp Berry 524 0080 City ST Bonham Swal Address f 943 6650 Brett D Sange 232 1015 bie Burrage Law H City ST 920 0700 rt Carol Elliott a y 424 8721 Carron M Con Zipcode 634 7820 Cash Sale 280 0115 CASE Cathcart Goftd Phone 524 1110 Charles Bloesg 232 4444 Charles w Md Fax Trana Clark amp Mitchel S 235 8488 Clark Stakem gmail 232 4271 Courbois amp Gilg 524 7507 Crowe amp Dunle 235 7700 v Selec New Edi Llose Delete Since it will be empty press the New button and enter all information for the firm and then
24. nse was an expense for Official work or Private freelance work Note If you have made the selection in the User Information Section of Maintenance to automatically apportion the expense between Official and Private income this selection will be disabled Press the OK button and your expense entry is complete and you will be returned to the table of expenses You may close it or make other entries as appropriate EXPENSES PAYEES This has been described in detail during the preparation of the Expense item however you may enter these from this menu item in advance if you choose EXPENSES DEPRECIATION You may enter depreciable expense items here for entry into your AO40B Annual Income and Expense Report You should refer to your tax consultant for these entries This is merely provided for your use to input the data into the report 21 REPORTS Official Reporting The following is a listing of the reports that WinysR produces and their intended use Accounts Receivable Ledger This is a report for your personal use to keep you apprised of unpaid invoices Itis also usable in making collection calls as it lists the client s name phone number Invoice Number Case Number and Case Caption Gross Receipts Ledger Gross Receipts by Date This is a report for your personal use of your total receipts for any given period This is useful for tax computations et cetera Gross Receipts Ledger Gross Receipts by Firm This
25. o AND District Info TABS At the Main Menu Click on Maintenance and then User Information Fill out all information under each applicable tab The following screen will be displayed gt Editing Configuration Personal Info District Info Defaults Form 1034 L A Only Pg 1 Form 1034 L A Only Pa 2 Name M Name in All Caps Name Suffix CM FCRR fie CSR RPR RMR FCAR 12 Chars Title United States Court Reporter Address 4i25U S Couthouse ss S 200N W FouthSt ss City Oklahoma Ciy ST OK Zipcode 7303 Phone a05 6093 5123 Fax SSNo 444 44 4444 ENN e mail flanyemarks swbellnet Aiia Fhints Gin an doves The Maintenance section of this program will be discussed in greater detail later in this manual For now it is important that you enter your personal information in the User Information Name ALL CAPS Affects Invoices only By pressing Y or N here you select whether you want your name printed in all caps or in mixed case on your invoices You might try both to see which you prefer Name Suffix Enter characters to follow your name i e CSR RPR CRR CM etc or even Inc if you are incorporated A leading comma is not necessary as it will be automatically entered if you enter any characters in this field You may leave the suffix blank if you prefer Title You may enter your title here i e United States Court Reporter Address Lines 1 and 2 fill out
26. ory If you run realtime you will have a fairly accurate number to place in this field otherwise estimate the number as you normally would Administrative Enter the number of hours in whole and hundredths i e 25 for 1 4 hour you spent for administrative type duties i e preparing dictionaries for new jobs returning telephone calls to clients entering data in WinUSR et cetera This is important information for you your Court Reporter Supervisor and the Administrative Office Transcript Prep Enter the number of hours using the technique described above for hours spent preparing transcripts Official Judges amp Substitute Judges Enter the appropriate number of hours of actual court appearance using the technique described above for hours actually spent in reporting court proceedings Official Magistrates amp Substitute Magistrates Same as above Official Others amp Substitute Others Same as above and type in a description of the Other Appearance in the Specify field Travel Enter the appropriate number of hours traveling Leave Enter the appropriate number of leave hours and select the type of leave below Notes Use the Notes area for any notes you wish to keep pertaining to the day s appearance i e witness names appearances meetings with your CR Supervisor et cetera A brief portion of these notes will be printed on your Attendance Information Report 18 Copy Paste Buttons
27. pent after inputting valuable information can save hours of heartache and extra work in trying to reconstruct your data For this reason a very unique backup system not directly part of W NUSR is provided For this reason if something should happen and you re not able to run WinUSR your data is still safe and can be restored without running WinysR If you click the Start button in the lower left hand corner of your screen above Programs you will see both WinUSR and Backer listed This Backer utility can be used to both back up and restore your data Though you can back up your data from the Maintenance section of W INUSR it is still a better practice to use this Backer utility to back up and restore It is absolutely the only way to restore your data as when WinysR is open you cannot restore your data Start Backer as described above by clicking on the Start button and then clicking on Backer You will see the following screen BACKING UP YOUR DATA f i WinUSR Backup Restore Utility Last Backup 5 24PM on 11 07 2004 ak File Backup Log EXIT BACKUP RESTORE LOG FILE Click on the Backup button and the following screen will appear 23 Back Up Data Drive to backup to Other Drive F Network drives should be mapped to this drive letter e Geter g for example BACKUPY M Compress Data Files cancel Place a diskette in Drive A accept all of the defaults on the Back Up Data
28. press OK You now have a Firm for the Client Click the Select button to add the firm to your Client and you will be returned to the Client Entry screen and the firm with address and other information will be inserted You may now enter any personal information for that client such as if he has a Private telephone line Private Fax Line or a Private email address After completing all information for that client press Enter or Click OK and you will be returned to the Client table Your first Client will be highlighted and you may press Enter or Click the Select button to insert your new client Once you have entered most of your usual clients you will generally be selecting a client already existing In that case you will highlight the client and press the Select key or Press Enter and the client will be inserted Government Private Tab to the Government Private selection Use your right and left arrow keys or click the appropriate selection Criminal Civil Use the same method above to make the appropriate selection U S Attorney U S Pub Defender Make appropriate selection If you select one and find that neither is appropriate press the Undo button to the left of these entries to unselect This entry is necessary only for the FCRR CRR Quarterly Report Appeal Click the box or select with the tab key and press the space bar to check the box for Appeal if this invoice is for a transcript on appeal Provided to Ju
29. re not required by the AO You will find them very useful and you should at least fill out all information on a few of your appearances and see if the Attendance Information Ledgers will be of benefit to you Making separate entries for each hearing during a day can be used as a log to reference when you are called for transcript orders If all information is kept in detail it helps in making quick transcript estimates 16 City of Attendance When you tab to this field it will automatically bring up a blank list of Cities Date 11 08 2004 2 E Time 9 00AM City of Attendance i City of Attendance Case No Short Caption Guthrie Oklahorna jencvceceecenseesceees Aveccocccscncenccsscecescnecenecescsesesscescsecenecensseseseasi Type Hearing Lawton Oklahoma Oklahoma City Oklahoma j z Realtime Pages Estimated Pages for Judicial Officer only Administrative Transcript Prep Appearance Before Judges Magistrates Others es his Nofes NOTE Ail BLUE Italicized items are Informational only Cancel Press the Add button and enter either one or multiple cities in which you attend court Subsequently you will merely highlight the city and click the Select button or press Enter to insert the City of Attendance You may also begin typing the name of the city and the city will be selected then press the Enter key and it will be inserted Case No Enter the appropriate case number for the
30. s incompatible with your computer please call and compatible media will be provided CD Installation If you received this software on diskettes please skip to Diskette Installation below Place the installation CD in your CD ROM Drive Within a few seconds your installation process should begin on its own If not after waiting 15 to 20 seconds Click the Start button in the lower left corner of your desktop screen At the Run selection type the following Please substitute your CD ROM Drive Letter for the X X SETUP and press ENTER or click OK Please read all information on each screen especially the Software License Agreement and proceed only if you agree with it in all respects If there are any provisions in the Software License Agreement you do not agree with please do not install the software You may return it if not installed for a full refund less shipping and handling charges During installation accept each default unless it will interfere with a program or programs you already have installed on your computer The installation procedure will prepare your system and install all files necessary for WinusR You will be advised to reboot your system after the installation process After your system has rebooted you may start WinysR by Clicking the Start button then selecting and clicking Programs and then locating WinUSR and double clicking on the WinUSR icon which will pop up to the right
31. screen and press the Start button After completion close Backer and keep your diskette or storage device in a safe place for later retrieval if necessary Press the Continue button and your data will be compressed and stored on your diskette Mark the diskette with the date and time of backing up and store it in a cool dry place in case you need it in the future It is always best to rotate your backup diskettes It is suggested that you use three diskettes and always use the oldest one to back up your data so that you have three generations of backups in case of a disastrous happenstance RESTORING YOUR DATA Click the Start button in the lower left hand portion of your screen and select Backer above the Programs area Then click on the Restore button and the following screen will appear Restoring Data Restore FROM Restore TO Drive To Use 4 t Other Drive F Network drives should be mapped to this drive letter Path to restore FROM WINUSR For example i BACKUP M Select which files to restore Place disk 1 in the drive all subsequent disks must be from the same set A warning will be given if one of them is found to be from the wrong set The restore process must not be interrupted Last Backup Set pik sen canei Press the Start button and the restoration process will begin automatically After restoration you can restart W INUSR or continue with other work oh cK ok cK k 24 T
32. sented to them for checking auditing LM38 Attendance Information Ledger All Attendance This report is informational only LM38 Attendance Information Ledger Reporting Attendance Only This report is informational only but you may find it very useful in your day to day duties i e estimating transcripts et cetera AO39 Transcript Orders amp Collections Ledger This report is required to be kept by you but not presented to the AO Some CR Supervisors may require the ledger be presented to them for checking auditing LM39 Transcript Deliveries amp Collections Ledger This report is informational only but is very useful in checking auditing transcript pages and days of attendance on your AO40A Quarterly Report Transcripts on Order Not Completed If you make an invoice at the time of Order and omit the Date Delivered you may print this report and use it as a tickler for those transcripts you need to complete Also note that a Green Checkmark will appear on the Table of Invoices when the Date Delivered has been omitted Leave Report This report is informational only and is useful in keeping track of their leave available or used for those reporters who are under the Leave Act Client List This report prints a list of Clients with address and phone numbers 22 BACKING UP amp RESTORING One thing that cannot possibly be stressed enough is the IMPORTANCE of keeping current backups of your WINUSR data A few seconds s
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