Billing and A/R
The Right Tool for a Big Job

Your firm depends on the quick production of bills that reflect your commitment to professionalism and provide your client with the necessary information. Orion software provides the right combination of flexibility, power and ease-of-use. We can make your job easier and more efficient by providing you with such features as an easy to use Invoice Format designer, Cost and Fee Recovery, Electronic e-Billing, Invoice Imaging and Split Billing. Furthermore, Orion provides over 120 standard reports to assist you throughout the billing and collection process.

Invoice Design
Orion allows you to create comprehensive and professional billing formats that provide your clients with exactly what they need. An easy "drag and drop" designer can be used to create as many different styles as your firm requires.

Bill Preparation
Finalizing your bills prior to printing has never been easier. You can quickly tag items and change values such as dates, client-matters, timekeepers, amounts and billing rates. Write Ups and Downs take only a few keystrokes. Full Spell Checking and Search/Replace features are built-in and handling Split Billing is a snap.

Prebills Bills
Orion provides a wide variety of options that make the production of Prebills and Bills a smooth process. We also provide various options for Cover Sheets and Reminder Statements. We even allow the ability to create "file copy" and "carbon copy" bills (copies of invoices to be sent to different addresses). Invoices can also easily be sent to your favorite word processor for editing.

Receipt Entry
Orion makes applying payments a snap. Choose from a variety of options from automatic application to detailed application. Orion does all the work for you.

Task Inquiry
Reviewing Task-Based entries has never been easier. Users can check the status of Matters that require task codes and compare actual time and values to budgeted, billed and unbilled amounts. Overages and trends can be identified before they become a problem.

Accounts Payable
Sophisticated Management of Your Firm's Expenses

Orion software provides you with all the necessary tools to record, manage and pay your firms expenses including client advances, recurring payables and trust accounts. Our Accounts Payable module is fully integrated with Billing, A/R, Trust, Bank Reconciliation, Payroll and General Ledger. One entry ensures "real time" and accurate inquiries for your entire firm. Orion supports an unlimited number of banks and provides full tracking for various types of 1099 forms.

Quick Checks
Busy law firms need checks in a hurry. With Orion, on-demand checks require only a few seconds to produce. New payees can be created or existing payees can be recalled easily. Distribution can be postponed to a later time. Multiple check formats can be created for various vendor types.

Voucher Entry
One entry point is all that's necessary for handling invoices, client advances, office expenses and retainer and trust disbursements. Orion even supports invoice imaging for clients who require invoice copies. Full support is offered for entering invoices for multiple accounting periods.

Check Printing
Check printing has never been easier. Simply select your bank and Orion displays your open Vouchers. If desired, show open Vouchers selected by invoice date, due date or Vendor. Select the invoices you want to pay and you're done. Voiding a check is a simple, one step operation. Orion will handle all issues with client advances, trust/retainer balances, bank reconciliation and general ledger.

Vendor Inquiries
Orion provides an intuitive inquiry screen that allows you to review all activity for any Vendor. Our strategic "drill down" capability allows you to get additional information at the click of a button. You can even obtain the full status of any transaction charged to Client-Matters, including if and when they were billed.

Reconciliation
Orion's fully integrated Bank Reconciliation program brings everything together for you. Orion will handle an unlimited number of accounts. Each month requires only that you enter deposits and miscellaneous charges. You then compare your data to the bank statement and check off cleared entries. It is simple, powerful and effective.

1099 Printing
We support an unlimited number of 1099 form types. At the end of the year, simply tell Orion to print your forms.

Accounts Payable (A/P) Imaging
Save hours of time every month with Orion's A/P Imaging module. Specifically designed to integrate with Accounts Payable and Billing, A/P Imaging tracks which clients and matters require copies of vendor invoices. It reminds you to scan images when doing an A/P distribution, searches WIP for vouchers requiring images, and automatically prints a copy of vendor invoices when you produce client bills. Eliminate photocopies and the time it takes to manage and file supporting documentation.

General Ledger
Bringing It All Together for Better Law Firm Management

The Orion General Ledger is automatically updated by virtually all of the other accounting modules. A sophisticated management system puts you in control of what and when updates occur. Our clear and concise audit trail coupled with "drill down" inquiry screens provide you with all the necessary information you need to track transaction detail to its source.

More importantly, Orion provides you with all the tools necessary to use your valuable data the way it was intended: To make better management decisions. We put expert financial analysis in your hands with pre-defined and custom reports, graphs, charts and inquiries.

End-of-Period
Orion's integration and smooth user interface make end-of-month headaches a thing of the past. Our checklist procedure puts you in control by allowing the quick review of all entries that will affect the chart of general ledger, easy editing features and automatic updating.

Journal Entries
Although Orion automatically creates almost all of your General Ledger entries for you, journal entries are a part of every firm's accounting regime. Orion's easy to use interface makes entry and reconciling quick and efficient. Full support is made available for recurring entries. All transactions are stamped for entry and edits by ID, time and date. Memos can be attached to transactions and individual distributions.

Account Status
This is where Orion begins to bring it all together. Account Status provides your firm with powerful inquiries into your financial data. Simply select a single account or any group of accounts for inquiry. Orion allows you to create your own comparisons "on-the-fly" with "drill down" capability for reviewing the detail back to the source. Charts and graphs are just one click away. Or, if you prefer, export to your favorite spreadsheet program for further analysis.

Financial Statements
With Orion's financial statement styler, you can create virtually any format that you need. There is no limit to the number of financial statement formats you can create. You select the columns for comparison. Powerful tools allow creation of calculated and variable fields. The results will generate an informative and professional financial statement, as well as become a valuable tool for "drill down" inquiries and capturing to a spreadsheet.

Trust Accounting
Complete Account Management Without the Headaches

Orion's Trust Accounting capabilities are completely integrated with all other Orion programs. In fact, all Trust processing is handled using the standard screens, allowing you to process trust at the same time as other daily activities. We designed our trust accounting for law firms that must process an extensive number of trust transactions through several bank accounts. It fully provides for data entry, reconciliation, reporting and inquiry.

Unlimited Accounts
An unlimited number of Trust Bank Accounts can be defined and individually reconciled through Bank Reconciliation.

Unlimited Assignments
An unlimited number of Trust Bank Accounts can be assigned to each Matter. Orion will maintain balances and an audit trail by Matter for each Trust Account.

Seamless Operation
Trust Bank Account assignment is seamlessly integrated with Orion's A/R Entry, Voucher Entry, Bank Reconciliation and various inquiries and reports.

Powerful Reporting
Allows your Daily Deposit, Client Matter Ledger and Trust/Retainer Balance reports to be run for a single Trust Account or all Trust Accounts.