1. Written by Attorneys for Attorneys
Lexpro Accounting
Written by Attorneys
for Attorneys

2. ACCOUNTING MAIN SCREEN

3. Functions from “Client Files”

4. Functions from “Transactions”

5. Functions from “Reports/Searches”

6. Functions from “Balances”

7. Functions from “Cashbooks”

8. Functions from “Firm Admin”

9. Functions from “Maintenance”

10. Main functions
Opening client files / importing client files from Litigation / Conveyancing
Posting all transactions
Trust transactions:
Trust receipts
Trust cheques
Trust journals

11. Main functions Posting of business transactions: Fees
Business receipts
Business cheques
Revenue stamps
Creditor’s journals (advocate, sheriff etc.)
VAT entries

12. Main functions All basic accounting reports: Fee reports VAT report
Income / Expenditure statement
Cash flow statement
Cashbooks (trust and business)
Trust creditors
Trial balances

13. Main functions
Importing transactions requested by Litigation / Conveyancing users
Bank reconciliation (trust and business)
Printing of client statements and VAT invoices
Complete client ledger: business and trust transactions
Budget facilities
Overhead costs reports

14. Transactions specific to Attorneys
Trust to business transfer
Section 78(2)(A) investments on behalf of a client
Section 78(2)(a) investments of trust money
Collection reports
Collection journals: transfer debtor’s balances to main account of creditor

15. Opening of a file Full details of client, first party and second party
Postal address for sending out statements
Identification of user
Identification of attorney
Files can be exported to any other Lexpro program via the network

16. Basic client information

17. Importing files over the network
New files are only opened once
Files can be exported to other Lexpro programs
Files can be imported from other Lexpro programs

18. Importing files from Litigation / Conveyancing
Bookkeeper selects correct user on network
Unique file path for every user

19. Importing from Litigation
Accountant only verifies information and opens file, no need to re-type details

20. Transactions Trust transactions posted separately
Business transactions posted separately
Trust to business transfer on all client files
Trust and business transactions appear on client ledger

21. Posting of transactions
Select the posting from the menu

22. Posting of transaction
Example of posting batch of trust receipts

23. Trust to business transfer
Every client file that carries both a business debit balance and trust credit balance will appear on the list
Program posts the transfer journals automatically
Trust surplus amount always readily available

24. Trust to business transfer
List of client files where transfer is possible

25. Client ledger
Four columns: business debit, business credit, trust debit, trust credit
Three columns: debit, credit, balance
Client information and transactions accessible to users in other Lexpro programs via the network

26. Four columns
Business debit, business credit, trust debit, trust credit

27. Three columns
Debit (trust and business), credit (trust and business), balance

28. Trial balances
Full trial balance (client accounts and business accounts)
Business accounts only trial balance
Summary trial balance
Trial balances can export to MS Exel

29. Summary trial balance Complete overview of financial position of firm
Trust position readily available
Amount owing to creditors readily available

30. Age analyses Various age analyses available
Analyses can export to MS Exel

31. Section 78 Investments
Provision for both Section 78(2)(A) and 78(2)(a) investments

32. Debt collection set-off accounts
Link debtor’s accounts together
Debit and/or credit balances transferred to main account of creditor
Provision for combinations of balances and percentages

33. Cashbooks / Bank reconciliation
Up to 9 banks on trust
Up to 9 banks on business
Full cashbook report
Full bank reconciliation – all banks on trust and all banks on business

34. Cashbooks / Bank reconciliation

35. Client account statements
Laser printer OR
Dot matrix printer OR
Merged to MS Word – user can create own draft of statement
VAT invoices

36. Help is at hand Free manual Frequently asked questions
Advice for auditors
Support via telephone, fax, and Internet

37. Lexpro Offices / Contact Details
Waverley, Pretoria Tel:
Werno Gevers | LP Greyling
Route 21 Corporate Park, Irene Tel: (012)
Charmaine Schulz | Chris Lubbe
Arcadia, Pretoria Tel: (012)
Nicolise du Preez | Carl Holiday
Somerset West Tel: (021)
Hein Low | Monique Pretorius | Stefan Swanepoel
Welgemoed, Bellville Tel: (021)
Anneke Schulz
Garden Route, Mosselbay Tel: (044)
Elainne Bouwer
Free State & KZN, Bethlehem Tel: (058)
Ronel Schulz
OTHER BRANCHES
Route 21 - Pretoria
Hatfield – Pretoria
George – Garden Route