• LEDES 1998B

    Disclaimer: I am not an accountant nor a bookkeeper - merely a lowly paralegal to a solo practitioner. I have been tasked with figuring this out, but I'm quickly hitting a wall and don't know where to turn. I submitted a "Case" for this, but the response…
  • How do I close out a client's file and issue a "refund" of their IOLTA funds?

    I have two clients accounts that I want to close out in Timeslips as their cases are now closed with the firm. Each time I attempt to close the client, I get a notice stating the following: (I whited out the balances for privacy issues) There is 1…
  • CSV TS importing or other Service - Ask along

    Hi All, I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know. Also…
  • Split Billing Timeslips 2018 2 clients with separate billing cycles

    I have a matter that is split 87.5%/12.5% between two clients, both are LEDES1998B uploads, but one wants monthly invoices and the other only accepts quarterly invoices. Unfortunately Timeslips wants BOTH to print at the same time (and for some reason…
  • HTML Button in Bill Layout

    Is there a way to insert a HTML button in a bill layout. I'm trying to insert a Payment button, but it just converts to a link. Same thing happens when I try to insert it into the email that is generated by Timeslips to deliver the electronic bill.…
  • Generated bills approved to send to client go straight to Undoable rather than Bills>Send Bills to Audit Houses

    Ledes1998 question: When I generate a bill, print it, and mark it "Approve to Send to Client," it normally goes to Bills>Send Bills to Audit Houses. I just had one go straight to Undoable. Help! Why did it happen and how do I get it to the audit house…
  • TimeSlips 2014 LAW_FIRM_ID field

    Where in TimeSlips 2014 do I change the field that populates field 20 LAW_FIRM_ID in the LEDES1998B file? It is being populated incorrectly, and I cannot find the origin of this incorrect data.
  • Emaill billing and paper billing reports

    I'm looking for an easy button to run bills to be emailed and then regular mail report without having to manually uncheck exceptions.
  • Send out bills via email and paper

    We want to send out bills via email and paper this month. Just to cover the transition to email billing. ebilling is all set up and ready to go, Some clients that opted out of receiving their bills via email. I'm guessing when we send out bills…
  • Two-page slip attachments

    Has anyone solved the problem of needing to include a 2-page slip attachment? (That will print with the invoice. Currently you can only do it with a single image file, and multi-page images get saved only as separate single pages - thus no way to attach…
  • RE: e-mail templates for generating statements,

    I would like to have a $ sign before the balance due. Tried a few things unsuccessfully. Any help appreciated.
  • Electronic billing issue

    Timeslips stopped sending all of my electronic invoices and instead gives me a failure notice after it sends only 2 or 3 of the emails. It also doesn't provide an option to View Log and I only know which it sends by checking my Sent box in Outlook.
  • Audit House - LEDES Basic Guide

    Hello, Does anyone know where I can find a basic guide in regards to the Audit House feature and/or LEDES in 2015 Sage Timeslips? It doesn't have to be too specific; anything would help at this point. (Basic setup, how to enter time/expense slips, etc…
  • Adding new task codes for LEDES1998B

    About 5 years ago we set up LEDES1998B billing for one our our clients. We now have another client that is requiring us to use task codes and an electronic delivery. They will need us to use some of the L600 series task codes that were ratified into the…
  • LEDES98 Billing Instructions

    Is there somewhere I can find instructions on how to use LEDES98? I thought I'd be able to figure it out, with no problems... However, I thought wrong... I believe I've set up everything correctly. I went to "Bills" then "Ledes 1998B Format Delivery…
  • RE: Creating LEDES1998B Format in Timeslips 2007

    Everything that Caren has previously told you is correct, but I just wanted to flesh it out a bit more for you as it is common for newcomers to LEDES to not full appreciate what is happening and become frustrated. 1) You will HAVE to upgrade, because…