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Paul Schofield

How do I see all transactions in timeslips?

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I have clients that place multiple cases with me.  I sent up each case as a new client under names using templates.  I front the filing fees and service costs on some clients cases, and others pay me the filing and service costs in advance.  I'll put in the expenses and generate the bill.  Then when they pay me I put that in time slips as well.  How do I see all of that without looking at each bill that has been generated?  

  • There are reports you can run but I guess I am not clear on exactly what you want to see. WIP reports will you time and expenses you have entered and not billed. AR reports will show what you have billed and not collected. If you receive money in advance and put it in funds, then you would run a funds report. If you enter money received in advanced as payments then it would show as a negative amount on the AR report until it is used up. 

  • , I am going to have to agree with , it is unclear what exactly you want to see when you say "all of that without looking at each bill."

    Could you may be give us an example/sample of what you want to see? It might help us help 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]

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