Split Billing with Electronic Billing

SUGGESTED

I have 2 different insurance carries that I need to split a bill with. Each entity is paying 50% of the bill.  However, when I try to export the bills in LEDES 1998B format, it exports both clients.  Of if I try to export just the secondary client, it only has the primary client information on it. Is there anyway to make this work?  Or do I have to manually just split the bills? 

  • 0

    Which version of Timeslips?

    How many "clients" are you using to do the split? Two or three?

    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]

  • 0 in reply to Nancy Duhon

    I am using 2014 and billing 2 clients.

  • 0 in reply to bbonanni

    Okay, thanks.  So for Split Billing to work, you have to bill both the clients at the same time.  Is there some reason why you would NOT want to do that?

    Are you saying that it exports both clients in the same file?

    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]

  • 0 in reply to Nancy Duhon

    It exports the primary client's bill fine, but when the invoices are in the auditing stages in TS, it lists both clients and won't let me do anything with them individually (i.e. if I approve one bill, the other one gets automatically approved, etc.).  When I try to bill the secondary client, it lists the primary client's header on it and not the secondary client's header information.  I have to send each client's bill electronically by uploading to their billing software. 

  • 0 in reply to bbonanni
    SUGGESTED

    Okay, thanks for the additional information.  Not sure that I can give you a silver bullet answer here on the bulletin board. Just because that's a VERY distinctive situation (split billing AND electronic billing) that will likely require "eyes on" to try and resolve.  

    Basically, Timeslips sort of insists on handling the split billing together.  I.e., if the bill is getting split 5 ways then all 5 bills have to be run together, and be approved together.  So I'm not surprised that you are seeing both of them in Audit Stage and that it wants to approve or clear them together.

    What is a bit odd is that the second account is using the first account's header.  That has me puzzled.

    Perhaps others will have some other suggestions for you.

    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]

  • 0 in reply to Nancy Duhon

    Thank you for trying to help.  I appreciate it.

  • 0

    The newer version of Timeslips handles split billing for electronic bills a bit differently.  I am happy to test your scenario in the new version and if it fixes your problem, you can decide if you want to upgrade.  Please contact me directly if you are interested.