• Bill Layout -

    Can I create a summary of hours by employee, then further break that employee's time by task hours? I can only find summary by task/reference and summary by employee. For Example: John Doe PE Document Review 5.0 hrs $500 Project Management…
  • Expenses

    I enter expenses using standard description, quantity and price which shows as slip value on my invoice. Is there a way to show more detail so client sees the quantity? Below is a simple example of filing 2 LLC annual reports at a cost of $520.00 each…
  • data token for email template

    I was wondering if there is a way to create a new data token? If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format. When emailing my bills, the email template shows Bill Date…
  • converting timeslips bills into excel

    The Iowa Public Defender pays attorneys to handle cases they cannot handle but they require that we submit our itemizations in excel. We use Timeslips 2018 and cannot find a way to automatically convert to excel. This requires one of my assistants to…
  • Consolidated Bills with ALL invoice numbers appearing on bills??

    I am working with TS 2016. I have a two-part question. 1) When I do a master/sub-client consolidated bill, the sub-client invoice number prints, and reprints, as the master client's invoice number, even though it shows it's own invoice number. For example…
  • Hiding "Task" Column on a Bill

    Hello: We have a client who has requested that the "Task" column or text column from the timeslip be omitted or hidden from the bill. I know it can be done, but I can't seem to find this option. The columns I want to show are the Dates, Attorney's Initials…
  • Inserting data tokens into email templates

    FormerMember
    FormerMember
    I want clients to see this in the email they receive when sent an invoice: Past Due Balance: Total Balance Due: (which includes past due and New charges) Client Funds Balance: (retainer) I am accomplishing this by inserting data tokens into…
  • Consolidated Bills

    On the invoice view once consolidated to be on one invoice, the project names aren't showing up on the actual invoices when I consolidate them. I only see the master client on every page and there isn't a way to differentiate the different clients/projects…