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cms.mef

Topic creation date:2010-03-09

For version 2.12.26 onwards

This is an export filter for a legal practise management system called CMS. Further details will be available in the future.

In the [export] section of the PMA.INI file, ExportFilterName needs to be set to cms.mef.

General PMA.INI file settings

The MatterClientRelationship and other details should be set to match the relevant external accounting or cost recovery system. Otherwise these values are suggested.

[System]
PmaKey = 15
PMASystemLongName = "CMS - Legal software"
PMASystemShortName = "CMS"

The PMASystemShortName is not currently being used, but is kept in for reference.

WidthOfClientCode = 30
WidthOfMatterCode = 30
WidthOfGeneralCode = 30

ExportReportFormat

ExportReportFormat is found in the export section of the PMA.INI file. Setting ExportReportFormat will allow the following modifications to the export. ExportReportFormat is a bit field format, allowing multiple options by adding up the values in the ExportReportFormat column.

ExportReportFormat

Action

32
If the a field has the value "(None)" then the field is exported as blank.
64
Filter out all characters other than &'-./= and spaces, Alphabetical upper and lower case and Digits.
128
If the disbursement code is blank then don't export the record.
256
If the client/matter code is blank then don't export the record.
512
If the count is less than 1 then don't export the record.
1024
If the cost is 0 then don't export the record.
2048
Truncate disbursement codes to 'S' + 3 characters.
4096
Use the disbursement description as the disbursement code.

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