I cannot get the Funds Feature (Fees, Costs) to Display on Bill. Any thoughts?
Thanks.
I cannot get the Funds Feature (Fees, Costs) to Display on Bill. Any thoughts?
Thanks.
Are you referring to client trust account activity? This is controlled at the matter level. Go to the matter and go to the funds account tab. Open the funds account and choose to display summary or detail on the bill.
Caren:
My Reply sent before I completed this. Wanted to thank you for your reply. Unfortunately, I cannot locate the "matter" link. Any thoughts as to where I might look to find it. Thank you.
Gene Osofsky, the default language for 'matter' in Timeslips would be Client.
You didn't mention which version of Timeslips you use but they are pretty much the same.
So, EACH Client record needs to have the setting changed. You will find it here (click on the image if it is too small):
When you open the Client, go to Funds Accounts on the left menu, Timeslips will show you any accounts it has for that client on the right (usually only one highlighted in blue). Double-click on the blue to get to the details, or click the open icon on the right of the list of accounts. You will get the pop up window named Client Funds Account Entry, that is where you change the Style on the Bill to be Detail. Save everything and give it a try.
Your next question is how do I get all my new clients to have this set as a default so I don't have to keep changing this every time I make a new client. That's a slightly more complicated answer, but involves making that change on your default new client template client.
Hope this illuminates Caren's original post.
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. I wasn't where I could grab screenshots when I posted the reply.
Nancy and Caren:
Thank you both very much. So kind of you to reply in the way you did. I am back on track now:)) Be well and thank you both again!
Gene
*Community Hub is the new name for Sage City