BCLMA | Finance Subsection | Activity https://bclma.org/groups/finance-subsection/ Activity feed for the group, Finance Subsection. Sun, 19 Apr 2026 01:27:32 -0700 https://buddypress.org/?v=10.6.0 en-US 30 hourly 2 7d5241a406e286e340f6dcaf4bcee3e0 Esther Moore replied to the topic AUTOMATING INVOICING ON ACTION STEP (SOLUNO) in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/automating-invoicing-on-action-step-soluno-2/#post-76079 Mon, 16 Mar 2026 22:29:06 -0700 Hi. YES. We use it. We have been using it since the switchover from PC Law.

Creating the invoices is pretty straight forward. The data entry when opening a file within AS is where it matters the most.

Once we create an account and it is sent off to the client automatically via email, we simply save the PDF copy to the client electronic file…Read more

]]> 1fa0d288bbc1c6732a238fccd1548f08 Elizabeth Barclay started the topic AUTOMATING INVOICING ON ACTION STEP (SOLUNO) in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/automating-invoicing-on-action-step-soluno-2/ Mon, 16 Mar 2026 21:48:06 -0700 Hi everyone:

We currently use Actionstep for our accounting, but we haven’t used it to send invoices yet. We’re looking to transition from manually emailing invoices to using Actionstep’s automated invoicing features, and we’re hoping to learn from those of you who already use the system this way.

If you do send invoices through Actions…Read more

]]> cb57cde55e92ca27d98e69cb4cde3e13 Leslie Green replied to the topic TAF Changes in PCLaw in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/taf-changes-in-pclaw/#post-75600 Thu, 22 Jan 2026 00:05:19 -0800 Thanks Terry. Unfortunately, we have lots of trust transactions.

FYI… There is a ticky box in the disbursement charge setup for TAF that excludes Retainer funds. WE have unticked that box so the prompt will present itself regardless of the type of funds received. For amounts under $10K, the accountant is then going to check each time to see…Read more

]]> 949e0d5438341932447b648755cb8fe1 Terry Woo replied to the topic TAF Changes in PCLaw in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/taf-changes-in-pclaw/#post-75577 Mon, 19 Jan 2026 22:49:53 -0800 Hi Leslie, I don’t know if this is a fix but more of a work around until we get to getting off PC Law. Given that the new rule attracts TAF on matters that cumulatively have more than 10K receipted in total after Jan 1, 2026 and have not had TAF applied prior to. The matter has to be tracked somehow on a regular basis to see if it attracts the…Read more

]]> 5b29a4fa77e1a997042c3ffc623d35f9 Leslie Green started the topic TAF Changes in PCLaw in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/taf-changes-in-pclaw/ Tue, 13 Jan 2026 17:07:31 -0800 I’m wondering if anyone has found a fix for the TAF charge setup in PCLaw. As of January 1st, we need to adjust to the new LSBC rules for charging TAF. We’ve been off of PCLaw maintenance for a couple of years and so far I have not heard back from our consultant. If you have a fix, please share.

Thanks,
Leslie

]]> cfd3c9e234156aa40b833b405cbd4304 Leslie Green joined the group Finance Subsection https://bclma.org/activity/p/32960/ Tue, 13 Jan 2026 17:05:39 -0800 0 7ea46dc6c27dbbad27c7fc1ffa2b47c0 Lisa Buckley replied to the topic Contract Accounting Services in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/contract-accounting-services/#post-75299 Thu, 18 Dec 2025 17:55:35 -0800 Hello Abbie! We use Glass Calm Accounting for this service. We’ve been very happy with them. They are a small team and specialize in remote contract accounting services. Feel free to call or email me if you would like me to connect you.

]]> c6075a334edc78b74ca2e8e1ef465579 Linda Briggs replied to the topic Contract Accounting Services in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/contract-accounting-services/#post-75294 Wed, 17 Dec 2025 16:44:32 -0800 Hi Abbie, I’ll contact you outside this platform in a few days. I do have some ideas for you.

]]> d1ab7a8a2cab4d713a1713dc39c29ca7 Abbie Bishop started the topic Contract Accounting Services in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/contract-accounting-services/ Wed, 17 Dec 2025 00:51:54 -0800 Hi,

Wondering if anyone has any experience working with an external/contract accountant for some of the higher level accounting needs and could provide a referral. We are looking for someone to assist with things like bank reconciliations, payroll, PST & GST filing, financial reporting, etc. We don’t have enough work in this area to fill a full…Read more

]]> 4980efdb43c7106f702ad1ff63b80b2f Stacey Poole replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75135 Tue, 02 Dec 2025 22:49:43 -0800 @ David Poon. I shared your comment with our team and it gave them a laugh.
Hang in there, everyone!

]]> a8cbc1700c10476be7761fc2e06725a9 Emma Chen replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75129 Tue, 02 Dec 2025 17:29:41 -0800 Is anyone looking at Clio option?

]]> 54cf2c65daa3c3d1ca769014a08ef1bc David Poon replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75123 Tue, 02 Dec 2025 00:57:46 -0800 SOLU-NOT MAKING ME HAPPY!!!

]]> 290fa6ba9ff751b37c20517cccef84f6 Samson Chow replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75120 Mon, 01 Dec 2025 19:48:51 -0800 We print our own cheques out of Soluno and this has caused some pretty big headaches for our real estate conveyancers trying to do their payouts at monthend. We had to fire up our old accounting system just to get the cheques out. I think based on the amount of data for our firm Soluno has always been slow for us and they have been trying to…Read more

]]> 100ebf7ec2f89757866a7a0c5525aab3 Leslie Lee replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75119 Mon, 01 Dec 2025 19:33:01 -0800 We were told that with the integration of Soluno and Action Step, the update was to make both function under the same platform and that’s what caused all the disruption. We have also had the issue of duplication of entries. Soluno has been working sporadically so lawyers have been able to enter their time. Once we do actual billing, we will…Read more

]]> 7d8610eac85ab11983ffe828bd7bcfab Angie Coard replied to the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/#post-75117 Mon, 01 Dec 2025 18:08:59 -0800 We have been having everyone use a timesheet and have been uploading them into the system. We will be unable to do actual billing until this has been corrected.

These disruptions have cause huge impact on our firm and my staff. We are unable to confirm the security and integrity of our data as we have multiple duplicate entries showing up, all…Read more

]]> 03242d068f579ecc6533a3c63ce71b8f Stacey Poole started the topic Soluno/Actionstep Service Disruption in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-actionstep-service-disruption/ Mon, 01 Dec 2025 17:30:44 -0800 I’m sure there are a few firms trying to deal with the Soluno/Actionstep Service Disruption. Fingers crossed it doesn’t drag on too much longer. I’m curious to know if anyone has any creative plan B ideas to get bills out or generally take pressure off their accounting department?

]]> 6a2cbbb7581421a9892c794b20db0e8c Kim Bates joined the group Finance Subsection https://bclma.org/activity/p/32462/ Wed, 19 Nov 2025 16:00:32 -0800 0 2aebd0cb6b00a02f989914450f2e17d9 Kelly Petz replied to the topic Paying Minister of Finance - Probate Fees in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/paying-minister-of-finance-probate-fees/#post-74865 Thu, 30 Oct 2025 20:16:09 -0700 Hi Barbara,
We haven’t paid Min Fin by EFT yet either but I would like to. There is a form on the LSBC website for a “electronic transfer of trust funds” so maybe that’s it. I’m going to keep asking around.

]]> 58fe0b833c6589d5b7bbad038c967724 Barbara Smeysters replied to the topic Paying Minister of Finance - Probate Fees in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/paying-minister-of-finance-probate-fees/#post-74799 Fri, 24 Oct 2025 19:06:16 -0700 hi Kelly,
Have you paid the Minister of Finance via EFT through your bank? We haven’t yet. Just curious how it works…..
Have you looked at forms in the LS Trust accounting manual? Maybe they have one there……. we just use a General Cheque Requisition form, but we currently write cheques not EFT.
I’m curious to find out what others do…….
Barb

]]> b93a57903c109951b8fd3c16925c6a3c Nancy Read replied to the topic Credit Card Surcharge in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/credit-card-surcharge/#post-74798 Fri, 24 Oct 2025 18:52:41 -0700 Hi Melissa, we have not started charging a credit card surcharge. We are also wondering if other law firms are charging a credit card surcharge.

thanks for posting this. Would be good to know who is charging since we are considering possibly charging.

]]> be072950878f25669115a8806001336a Kelly Petz started the topic Paying Minister of Finance - Probate Fees in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/paying-minister-of-finance-probate-fees/ Thu, 23 Oct 2025 17:13:15 -0700 Hello,
Does anyone have a form that lawyers and staff can fill out to direct payment by EFT to Minister of Finance for probate fees (and all fees that are client disbursements)? I’d like to get away from cheques, but some of my staff are slow to change and a handy form always seems to make things easier.
Many thanks in advance!

]]> 563947bfe2648148f577542fee38a2c6 Melissa Nagy replied to the topic Credit Card Surcharge in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/credit-card-surcharge/#post-74763 Wed, 22 Oct 2025 16:55:33 -0700 Hi everyone. Wondering if anyone has recently started charging a credit card surcharge since these last posts?

]]> 41753e5ed6bee59f3066e74f7f629a6e Melissa Nagy joined the group Finance Subsection https://bclma.org/activity/p/32373/ Wed, 22 Oct 2025 16:40:22 -0700 0 aead003af5c68f8c6bfb0bbc7248f72b Paula Kiess started the topic Partner Maternity Leave in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/partner-maternity-leave/ Thu, 18 Sep 2025 23:17:54 -0700 I am wondering if you mind sharing information on how firms deal with partners who go on maternity leave. Does your firm continue to pay draws to the partner and if so for how long? IF draws are paid, is it just the base draw and then a full accounting done at year end for profit sharing? If the partner does not generate enough revenue to cover…Read more

]]> 3591542d89c968309928e6b11d294b86 Sarah McMillan replied to the topic Quicklaw Legal Research Recovery Costs in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/quicklaw-legal-research-recovery-costs/#post-74025 Thu, 21 Aug 2025 20:01:51 -0700 Hi Angie – we’ve explored this. Feel free to reach out if you’d like to discuss.

]]> 71d4b7b049ff1f7d5fe97b29ac75dbc3 Liene Larsen replied to the topic Accepting eTransfer with Auto Deposit with RBC in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/accepting-etransfer-with-auto-deposit-with-rbc/#post-73887 Thu, 07 Aug 2025 22:31:44 -0700 We are also in a process of setting this up with RBC currently and were advised that we need a separate email for each bank account.

]]> 2ef53b1b7aa13e7c63433215f86c0e95 Simone Hammond replied to the topic Accepting eTransfer with Auto Deposit with RBC in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/accepting-etransfer-with-auto-deposit-with-rbc/#post-73886 Thu, 07 Aug 2025 21:45:00 -0700 Hi Linda,
We use RBC Express which is now combined with RBC Edge and our Email transfers are set up as auto deposit for both our General and Trust and we have different emails set up for both (Ex: payments@morellichertkow.com [goes to our General account] or retainers@morellichertkow.com [goes to our Trust account]). If we get just an EFT payment…Read more

]]> 2e229c45ac68743d6f51a5c7dca9ec65 Emma Chen replied to the topic Accepting eTransfer with Auto Deposit with RBC in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/accepting-etransfer-with-auto-deposit-with-rbc/#post-73885 Thu, 07 Aug 2025 21:37:47 -0700 We don’t bank with RBC. We have two email addresses for auto deposit. One is linked with general bank and the other is linked with trust bank specific for retainer.

]]> 07614360c059505237709ad6c4b68494 Linda Briggs started the topic Accepting eTransfer with Auto Deposit with RBC in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/accepting-etransfer-with-auto-deposit-with-rbc/ Thu, 07 Aug 2025 21:27:30 -0700 I would like to know how other firms are handling auto deposits for eTransfers. We deal with RBC and they are wanting us to move away from online banking to RBC Edge and have auto deposits set up. Right now we use online banking and we can choose what account we want it to go to ie Trust or General. With RBC Edge, we will not have that option…Read more

]]> f15c4989bde23203101ab6e9b7bfdef7 Cadence Konopaki started the topic AI and Automation in Finance in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/ai-and-automation-in-finance/ Tue, 29 Jul 2025 21:47:49 -0700 We’re exploring ways to improve efficiency and accuracy in our finance dept through automation and AI. We’re particularly interested in what tools, systems, or processes others have implemented or restructured to support this.

Things we’re interested in are:
– What software or platforms are you using to automate finance tasks (e.g., AP/AR,…Read more

]]> c17ec37c30f9b70a006a8625a3125dac Virginia Will started the topic Service Fees subject to GST in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/service-fees-subject-to-gst/ Tue, 15 Jul 2025 22:06:02 -0700 Although I’ve been handling GST issues for years, I’m a little confused now and could use some help. When or is the service fee charged by LTSA, BC Online or BC Registries, subject to GST? At what point if any do law firms need to charge GST on the said service fees. It was my understanding, during an audit many years ago, that the service fee…Read more

]]> a0fcc0b3b35445f8621b2893372154af Brenda Brandon replied to the topic Unity accounting to Soluno? in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/unity-accounting-to-soluno/#post-73569 Tue, 15 Jul 2025 21:20:54 -0700 Hi Karen,

Wondering if I can connect with you on which accounting program your firm landed on? We are currently with Unity and also thinking to make the switch to Soluno but I have my reservations. Please let me know if you have time to connect.

Thank you!
Brenda

]]> 8f1da3e9174f8c534f1e1c289c64662f Ramona Reynolds joined the group Finance Subsection https://bclma.org/activity/p/31878/ Tue, 17 Jun 2025 21:25:20 -0700 0 58117041e3448d94ee08ceaf13be4f66 Angie Coard started the topic Quicklaw Legal Research Recovery Costs in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/quicklaw-legal-research-recovery-costs/ Mon, 16 Jun 2025 21:51:44 -0700 Hello,

I’m wondering if other firms recover costs for Quicklaw computer legal research? If yes, do you use the “Detail by client user” report to establish what to chargeback to the client?

Thanks in advance for your responses.

]]> 5bd49e240cf46e9581ff11845b05e299 Christine Drag started the topic Casual/Temp Bookkeepers in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/casual-temp-bookkeepers/ Wed, 14 May 2025 22:40:51 -0700 Hello All,

We are looking for a casual/temp bookkeeper to assist with an unexpected leave of absence. A service provider like ProFix would also work; however, we are looking for in-office help (ProFix can only offer virtual support at this time). Law firm and Soluno experience would be preferred and helpful.

Open to flexible days, hours &…Read more

]]> 97f5f1300b8069749c9866bcf0ae5965 Kelly Petz replied to the topic Cosmolex in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/cosmolex-2/#post-73164 Wed, 23 Apr 2025 20:32:48 -0700 Hi Kathleen, we use Cosmolex. Feel free to get in touch with me. kpetz@tkslaw.com or 250-287-7755.
Best,
Kelly

]]> 1ee538eb29c2cf18b3ba679e49083026 Cadence Konopaki replied to the topic Cosmolex in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/cosmolex-2/#post-73163 Wed, 23 Apr 2025 20:17:34 -0700 YLaw moved from PCLaw to Cosmolex in 2023. Our Controller from that time is now at a different firm but our current Controller is happy to speak to you if you’d like to discuss his experience with it for timekeeping, billing, etc (Kevin Tang kevin@ylaw.ca). We don’t use it for the workflows, client portal (we found the client portal not useful due…Read more

]]> e9275444e039c60295b374c2d8e87fd3 Kathleen Brett started the topic Cosmolex in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/cosmolex-2/ Wed, 23 Apr 2025 20:03:26 -0700 Hi all,
If anyone is currently using Cosmolex, I would appreciate connecting. We’re looking at moving to it (Soluno is the alternative but it is missing some key features for us) and I’m looking for real user experience.

Thanks!

]]> 6f15c8eb6ae7c96519b66f23ee3c816b Hamish Clark joined the group Finance Subsection https://bclma.org/activity/p/31334/ Thu, 17 Apr 2025 00:25:33 -0700 0 8de810a86089bb613480ba28cc1ca9fc Kathleen Brett started the topic Wise in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/wise/ Tue, 25 Mar 2025 16:52:47 -0700 Hi,
Wondering if anyone uses Wise for international money transfers (in or out)? We’ve had some international clients say that they would be able to pay us more easily if we had an account but I’ve never heard of Wise before to know if it’s a viable option and compliant with LSBC requirements. Curious if anyone has investigated and/or used.

]]> b73faf4597887191a0efaecbaccee986 Emma Chen replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72890 Mon, 24 Mar 2025 19:38:20 -0700 We use Rise. Their customer service is excellent.

]]> 9959b45cd4052855a2ada354312401f3 Wendy Allan replied to the topic LawPay and Moneris in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/lawpay-and-moneris/#post-72813 Thu, 13 Mar 2025 21:53:04 -0700 We use only LawPay and have for years, although we only accept credit cards, not debit. Our receptionist keeps the LawPay link open on her computer during the day and if a client calls or wants to pay in person, she just inputs their information directly into the system. It works really smoothly for us and eliminates the need for a POS system.…Read more

]]> 108ea096270310886498662d868d055d Kelly Petz started the topic LawPay and Moneris in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/lawpay-and-moneris/ Thu, 13 Mar 2025 18:58:34 -0700 Hello,
We are currently using LawPay for clients to pay online and also using a Moneris POS machine at our reception desk. Do any firms get by with just LawPay? I’m going through their website and trying to figure out how to do point of sale transactions (including debit) and thought I would check here before giving them a call.
Thanks!
Kelly

]]> 81d636ce8958493e8f4ff42708067881 Annie Ronen replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72697 Tue, 25 Feb 2025 16:21:58 -0800 We moved from ADP to Ceridian over 4 years ago and couldn’t be happier.

]]> 4f92634849f7fcd425aacd0ac591cdb9 Cadence Konopaki replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72683 Fri, 21 Feb 2025 17:45:11 -0800 We moved away from ADP about 3 years ago due to these issues, so I feel your pain! Very frustrating and resulting in a lot of unnecessary workload. We currently use Rise and are very happy with them.

]]> 438c11d8b2732b3d41540e38b19f806c Kelly Petz replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72676 Thu, 20 Feb 2025 20:37:58 -0800 I hear nothing but complaint about it. Frustrating that our external accountants told us to get it!

]]> 934679a96c369aa046d5c0a8eb655445 Kelly Petz replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72675 Thu, 20 Feb 2025 20:37:21 -0800 Thank you for this response Heather! While it’s not a comfort, at least I know my bookkeeper may be being truthful about all these issues.

]]> ee4c3c5ba3f7d50eca10902c92c59da2 Heidi Blaker replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72671 Thu, 20 Feb 2025 19:08:05 -0800 We also use ADP, and find it frustrating. Not sure that we’ve come across the problems you are describing (now I’m scared!!) but I know it took 3 years of hounding before an “unpaid” day was deducted automatically from the system so that it didn’t also require a manual entry.

]]> 53fa31ab092d5a3b1849b644093c4715 Heather Walker replied to the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/#post-72670 Thu, 20 Feb 2025 19:06:47 -0800 We’ve been using ADP Workforce Now for payroll and time off management and reporting. We have been using it since 2021 and have run in to a lot of issues and errors on both the admin and user side. Some things include:

• When manually entering earnings for new hires (for their first payroll) it messes up all the other automatic populating fie…Read more

]]> d3cdec57ecfc969075177d85b89e51be Kelly Petz started the topic ADP for payroll in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/adp-for-payroll/ Thu, 20 Feb 2025 18:29:55 -0800 Hello,
We are currently using ADP for our payroll. Does anyone else use ADP? I am wondering about the “updates” that they run. My bookkeeper tells me that the updates ADP runs often creates errors. For example, someone’s vacation time will suddenly not be paid to them. Another one, someone requested extra tax taken off and an “update” caused the…Read more

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