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Elite Cost Codes

When we import a record into Elite Pre-Cost, we need to know the cost code to assign to the cost side of the transaction.
There are 3 options:

• Option 1: If the cost code we should use is always the same, the just let us know and we can hard-code it into the program.
  
• Option 2: If it is not always the same, but there is a business rule we can use, just let us know what the rule is.
  
• Option 3: If it is not always the same and you can't say in advance what it will be, then we will enable the RueschLink website to let you manually enter the cost code for each foreign payment when you are setting up a payment.
  

Elite A/P Expense Account

When we import a record into Elite Pre-Cost, we need to know the A/P expense account to assign to the payables side of the transaction.
There are 3 options:

• Option 1: If the expense account we should use is always the same, the just let us know and we can hard-code it into the program.
  
• Option 2: If it is not always the same, but there is a business rule we can use, just let us know what the rule is. Often, the expense account is related to the cost code or vendor ID, so if we know the cost code or vendor ID, then we would know what expense account we should use.
  
• Option 3: If it is not always the same and you can't say in advance what it will be, then we will enable the RueschLink website to let you manually enter the expense account for each foreign payment when you are setting up a payment.
  

Will you be paying using pre-paid vouchers or checks ?

When we create an A/P voucher in Elite, we have the option of creating a pre-paid voucher or a check. If you use a pre-paid voucher, you will not be issuing a check and presumably will pay Ruesch in some other manner. In order to create pre-paid vouchers, we need to know four things in advance. Those four things are:

• 1: The bank ID.
  
• 2: The payment number (like a check number). Note: This number is limited to eight alpha-numeric characters and there cannot be duplicates.
  
• 3: The payment date (like a check date).
  
• 4: The voucher type, usually "IN" for Invoice, "EC" for electronic check, or "MC" for manual check.
  

How do we indicate the payee ?

If you intend to pay Ruesch for issuing the foreign payment by check, then the check must be made out to Ruesch. However, you would usually not want to set Ruesch up as a vendor, because then you would lose track of who was ultimately paid. Presumably, you want to track foreign payments by the actual vendor being paid, and the fact that you actually paid the US dollars to Ruesch is not relevant for management purposes. So the problem is, how do we track payables by the original vendor ID, but actually end up paying Ruesch ? There are two simple options here.

• Option 1: Simply change the vendor name in Elite from "Vendor Name" to "Vendor Name or Ruesch International".
  
• Option 2: Set up each vendor that will be paid through Ruesch to have a second vendor address record. The second vendor address record will be set to the name and address of Ruesch International. It's best if you can designate a vendor address to always point to the Ruesch payee. i.e. address # 2 always points to the Ruesch payee. If this is not possible, we can search all of the address records for that vendor until we find one containing the name "Ruesch" and use that address record.
  

How would you like the cost narrative and voucher comment to appear ?

Some of the fields typically used to populate the cost narrative or voucher comment are:

• Cost Code description
  
• Vendor Name (specify if we should get the vendor name from Elite or the RueschLink data)
  
• The RueschLink transaction description
• The RueschLink confirmation number

Or you can just about add any other field. You can combine, mix and match any of this information to create the cost narrative of your choosing.

The cost narrative has effectivally an unlimited size. The voucher comment is limited to 60 characters.

Importing Ruesch into Trust

We now have the ability to import Ruesch payments directly into Elite's Trust subsystem. Let us know if you are interested in this option.

How do we connect to your Elite server ?

There are many secure ways for us to connect to your Elite server. Your connection credentials are kept in the strictness confidence and secure with us. With our reputation, we are trusted by the biggest law firms is the U.S. with this information. Each law firm has their own method and policies which allows support of their Elite server. At a very miniumum, a RAS dial-up connection is required by Elite according to your support agreement with Elite. Our custom source code is usually stored in the D:/elite/custom/prstech directory on the Elite DB server and deployed to the secondary Elite "app" servers as needed. Some of the other ways we connect are:

• Microsoft VPN
• Other vendor custom VPN (Cisco, Watchguard, etc)
• Citrix or Citrix MetaFrame
• Client's private VPN
• Remote Desktop Connection directly to the server
• PC Anywhere

If none of those options are available, we can always use a tool named NTR Inquiero to connect to to someone's desktop or the server, but this usually requires someone to be present at the time of the connection and if at a desktop, it cannot be used by someone else while we are connected. Although this is very flexiable, powerful and secure, using this technique adds significant time and cost to the development process because of the delay involved with every connection. So using one of the other methods is always recommended. Click here to read more about NTR Inquiero security.

So what is the next step ?

Once you have finalized your business arrangements with Ruesch International and PRS Technologies, you will need to:

• Work with your Ruesch account manager to build a sample payment order on RueschLink IP.
• You will enter invoice data (Amount, Matter #, Vendor #, etc.) on the Plan Future Payment page.
• The payment transaction data is downloaded as a comma delimited (.csv) file.
• E-mail this file to PRS Technologies, Inc. along with the answers to the questions above and access info to your Elite server.
• We will create a custom program and install it on your Elite server.
• We will call you when this has been done and it is ready for you to test. We will step you through testing the import.

That's all there is to it!