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rndallas

LawPay report in Timeslips 2019

Posted By

i would like to run a report showing all LawPay credit card payment transactions but excludes payments which were transferred to the trust account. Any ideas?

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    When are you "transferring" the payment to trust?  After you post it to A/R? or as it comes in from LawPay.

    Perhaps a better way to look at it:  how would Timeslips "know" about such a transaction? If there is a pattern, then maybe we can tease out a report about it.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply
  • 0

    When are you "transferring" the payment to trust?  After you post it to A/R? or as it comes in from LawPay.

    Perhaps a better way to look at it:  how would Timeslips "know" about such a transaction? If there is a pattern, then maybe we can tease out a report about it.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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