Wednesday, January 8, 2014

Legal Management Systems: LMSV Import Facility

We hope you’ve had a strong start to the new year and know that many of you are seeking ways to save time and eliminate duplicative efforts in 2014.   

For instance, do you ever have to enter data into your Financial Management System that is already in Excel (e.g., Attorney rates, journal entries, budgets, etc.)?   Do you feel like that's a waste of your valuable energy when keying the data twice?

Today, we wanted to take a moment to suggest Rippe & Kingston's LMSV Import Facility as a solution.

For those of you not familiar with it, the Import Facility allows you to import and validate data from your Excel spreadsheet.  Once any errors are corrected, the spreadsheet can then be uploaded directly to the appropriate LMS Table.  It's as simple as 1-2-3!

Other beneficial features of the LMSV Import Facility include:
  •  Showing you how to format the Excel spreadsheet
  •  Allowing you to enter your own notes and rules for the import
  •  Browsing to the Excel Spreadsheet from LMSV