Reporting

Tom Ryder 120 Days 90 Days 60 Days 30 Days Current Total Total Balance Overdue Total Action

Hello All- I am getting a consistent request lately for the ability to secure reports by user – right now it is an all or nothing – they have access to all reports, or no access at all. This is causing issues in several of our larger firms that I...

We are using Timeslips 2020. We use the ideas mentioned here in the community for finding and applying unapplied cash. It would be great if Sage would create an unapplied cash report!

I'd love to see this program be more customizable in the "Slip Entry" area. For instance, I don't use anything in the Markup, Adjustment or Do Not Bill Time area. But, if I had four more "EXTRA" fields to put data in so that I could get better reporting...

Iowa has a new Public Defender Online Claims Form and we have to transfer our Timeslips 2015 pre-bill information including the detail descriptions to this form. It would be nice if this could be done directly, but I assume there are too many software...

Also removal of funds to be included would be helpful.

In NM not all expenses (what I call advanced costs) are taxable. Between Payment Distribution - Fees & Costs, Tax on Each Invoice and Tax Collection Summary reports I have managed to manually arrive at what amount we owe the state in gross receipts tax...

Insurance defense law firms deal with invoice write-offs daily. Timeslips currently applies the original (pre-write off) percentage allocation (timekeeper hours times hourly rate) to a payment after a write-off has been posted. This results in false...

Ability to create a Client user-defined report that lists client and their respective Email Template assignment.

Report that shows AR and Trust Balances by client / matter