Depends on what you need to send. Here is Connecticut I setup a customize slip detail report for a client with a similar need. The report lists the specific fields the firm needs and then instead of print you choose print to excel. Most reports in Timeslips can be sent to excel. Bills cannot be sent to excel so you have to find a report that contains what you need. The default slip listing report comes close but usually has more information than needed/wanted. That's why I setup a custom report for my client. 

If you are interested in help with something similar, feel free to reach out to me directly. 

You should be able to do this with what you have.

You want to either EXPORT the slips to an Excel sheet or use the Electronic Billing Add on.

What we need to know is EXACTLY what the Iowa Public Defender wants.  Otherwise you are just going to be spinning your wheels trying to please them by guessing.

Do you have any documentation from them about what they want?

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]

Hi Nancy, 

attached are the instructions we received from the Iowa State Public Defender and the

excel examples we received.  Note these excel examples are not programed to do the math though. 

0876.excel spreadsheet directions.pdf8228.Copy of Work Hours example.xlsx8228.Copy of Expenses.xlsx

Ew man, that is some nasty stuff.  

But I think you could do a slip report to excel and then copy paste multiple cells at once to get them what they want.

Do you have Task Codes for In and Out of Court already?

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]

yes, we simply use the task code in timeslips for this; one of which is "Court".

Okay, so I would create two slightly different custom slip reports that pull only the following 6 values:

1) Slip Date

2) Timekeeper Full Name

3) A Timekeeper Custom Field for the AT Number (blank for Paralegals)

4) A Second Timekeeper Custom Field for the AT value on attorney work

5) Slip Description

6) Slip Time Spent (rounded to nearest .1)

Once you have that structure, you can run two reports. One will be only IN court time, and the other will be all OUT of court time.

You should be able to print both of those to Excel and then just copy/paste the rows and six columns to the Iowa Public Defender's worksheet.

You will need to shift the time spent column over one for the out of court stuff, and two for Paralegal time.

But still, you would not need to copy paste EACH cell like you are now.

Depending on your volume, may be worth building the reports.

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]

Thank you Nancy for designing this report for me !!!!