System Health

The System Health page currently gives users a view into any potential issues having to do with the following items:

• Matters
• Payments
• Billing Entries
• Codes
• Balance Sheet
• T-Accounts

Matters

• The page runs a check on all the billing codes in the system and checks if
1. There is a problem in the chain of bills
2. There is an unexpected posted balance 
• Clicking the ‘Expand’ button shows the bills that are causing or showing the issue
• If there are any bills with the ‘Is Fixable’ column checked, they can be fixed automatically by pressing the green ‘Fix’ button in the upper right

Payments

• The page runs a check on all payments to determine:
  
  • Payments that have conflicting numbers
  • Payments that have incorrect client information
  • Bills that have incorrect client information
  • Payment Distributions that have conflicting numbers.
• Clicking on the payment or bill number with an error will take you directly to the item in order to correct it
• This page does not have a "Fix" button.

Billing Entries

• This page runs a check on Billing Entries that have one of the following two issues:
  • Entries with Bad Types
    • They must be associated with a valid matter, have an entry type, and have a billing code
  • Entries missing a Timekeeper.
• This page does not have a "Fix" button.

Billing Codes

• The page runs a check on all the billing codes in the system and checks if:
  • They have a type (time or expense) and a category
  • If they are an Expense, that they have an expense type 

Balance Sheet

• This page runs a check on accounting. to confirm that
  • Total Debits = Total Credits
  • Total assets = Total Liabilities + Total Equities
  • There are no Incorrect Credits or Debits on any T Accounts
  • There are no Mismatched Dates on any T Accounts

T-Accounts

• This page tracks all of your T-Accounts for errors.