• IOLTA Audit

    My client was randomly selected for a state audit of his IOLTA account. We followed their instructions and sent what we felt was more info than they asked for, but the auditor believes there is a $22,000 discrepancy in the selected months (I show a $7…
  • I need a report to show me any AR that was billed but not paid

    I need a report to show me any AR that was billed prior to 7-1-2017, but NOT paid as of 12/31/2018. Is there a report in TS that will give me this info? Or a combo of a couple reports that I can then put the info together in Excel? I use TS Premium …
  • Aged A/R Balances by attorney

    I have a new client on Timeslips 2017. After they do their billing, they like to see an Aged AR Balances report, for one of the attorneys. The report was already saved in the system, but it hasn't come out quite right since I've been there. If I run…
  • Export List of Clients without Multiple Matters

    I'm trying to get a good mailing list out of Timeslips 2017. I know I can export the fields, but it exports all the different matters listed for each client. Is there a way to get it to export just one of those instead of all. Essentially, just one of…
  • size issue for pre-bill timeslips 2017

    I would like to print individual pages for my timeslips pre-bill. If i choose the "display" option and hit print it uses my video drive settings and doesnt allow me to print "fit to page" or any other change in size. In this option i can pick specific…
  • Billing a client with one of the matters on hold

    When I bill a client with more than one matter and one of the matters is on hold, it will bill the matter on hold along with the other matters not onhold
  • Invoice Design

    FormerMember
    FormerMember
    We need someone to design some invoice formats. Is there a specialist who handles this?
  • TS2017 - Duplicate printed bills are not duplicates

    I am on TS2017 with the April 2017 update. When I run bills, I always have TS print 2 copies, collated, so that I have one to mail and one to file. I noticed in reviewing the "file" and "mail" stacks again that for some clients (not all) the bills are…
  • How to send bills from our new E-mail address

    Help, please? No one seems to know how to make a simple change in our Timeslips 2017 to send the bills from our new E-mail address. Thank you!
  • Pages Out of Order on Emailed Invoices/Bills

    I just upgraded to Timeslips 2017 from 2013 and pages on some of the bills that I email to clients are out of order - such as, page 3 will show up as page 1 and page 1 will show up on page 3 of the pdf. This happens on only some client bills, not all…