3e Quiz - Day 3

21 Questions

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3e Quiz - Day 3

Covers day 3 of the 3E Training and covers the following topics: * Records Management * Time, Cost and Charge Entry * Proforma Generation * Creating Invoices


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Questions and Answers
  • 1. 
    • A. 

      The Records Manager allows firms to formulate procedures for physical information.

    • B. 

      Records Manager manages every aspect of the process including initial record declaration, retention, access, holds, audit trail, archival and disposition/destruction.

    • C. 

      Complete lifecycle records management of physical files, documents, and associated attachments is available from a unified interface.

    • D. 

      All of the above

  • 2. 
    3E Records Manager provides (circle all that applies):
    • A. 

      Flexibility and Configuration

    • B. 

      No native Barcode Labeling

    • C. 

      Comprehensive Physical Records Management

    • D. 

      No consolidated Circulation

  • 3. 
    This processing is at the heart of records management:
    • A. 

      Circulation

    • B. 

      Intake

    • C. 

      Records Inquiry

  • 4. 
    The Time Card Tracks the Length of Time a Timekeeper Spends Working on Each Matter.   
    • A. 

      True

    • B. 

      False

  • 5. 
    Copying, Postage and Travel are part of Cost cards.
    • A. 

      True

    • B. 

      False

  • 6. 
    Charge Entries are Fees for Time or Cost (Expense or Disbursement).  
    • A. 

      True

    • B. 

      False

  • 7. 
    • A. 

      Any Charge to A Client, that is Not a Fee for Time or Cost (Expense Or Disbursement).

    • B. 

      Can Be Manually Entered or Created Automatically, (E.G., When Interest Is Posted) is Used.

    • C. 

      Charge Types are used to Classify Charge Entries when they are Created or Entered.

    • D. 

      All of the above

  • 8. 
    1.    Proformas are Pre-_________ that you can create to view the accumulated work In the billing system.
    • A. 

      Bills

    • B. 

      Payments

    • C. 

      Invoices

  • 9. 
    Proformas can consist of basic matter information and a detailed listing of all activity for the matter.  
    • A. 

      True

    • B. 

      False

  • 10. 
    A 3E User Can Perform to a Proformas (select all that apply):
    • A. 

      Individual adjustments

    • B. 

      Global Adjustments

    • C. 

      Edits

    • D. 

      None of the above

  • 11. 
    BOA stands for: 
    • A. 

      Billed on Arrival

    • B. 

      Back on Account

    • C. 

      Billed on Account

  • 12. 
    The 3E Proforma System allows a User to Reverse Bills and Print Billing Reports or Metrics. These Bills can be printed any time of the month. 
    • A. 

      True

    • B. 

      False

  • 13. 
    Once a bill has been generated, it is considered:
    • A. 

      An Invoice

    • B. 

      A Bill

    • C. 

      A Customer Charge

  • 14. 
    Bills or Invoices can be reversed if they have not been paid, or were paid with unallocated payments.
    • A. 

      True

    • B. 

      False

  • 15. 
    Choose ‘Preview Results’ button in the Proforma Generation child form to see if a Proforma will be generated.
    • A. 

      True

    • B. 

      False

  • 16. 
    Clicking the ‘Release’ button will save this run for future use without generating the Proformas.
    • A. 

      True

    • B. 

      False

  • 17. 
    Proforma Generation produces draft bills that can be edited prior to final billing.
    • A. 

      True

    • B. 

      False

  • 18. 
    Match letters (processes) to numbers (action): a.    Release                         1. Immediately generate Proforma b.    Print                           2. Print the work list c.    Background                      3. Save this Proforma run record d.    Generate                        4. Schedule this Proforma run
    • A. 

      A=2,b=1,c=3,d=4

    • B. 

      A=3,b=2,c=4,d=1

    • C. 

      A=3,b=1,c=4,d=2

    • D. 

      A=4,b=3,c=1,d=2

  • 19. 
    This process allows you to view the accumulated work in the billing system.
    • A. 

      Proforma Edit

    • B. 

      Proforma Generate

    • C. 

      Info-Only Proforma

    • D. 

      None of the above

  • 20. 
    Info-Only Proformas allows you to generate Proforma adjustments.
    • A. 

      True

    • B. 

      False

  • 21. 
    • A. 

      Detail Modification Area

    • B. 

      Proforma Totals Area

    • C. 

      Proforma Adjustment Area

    • D. 

      All of the above

    • E. 

      None of the above