• Reports

    Is there a way to find a report for invoices numbers that have been cancelled and redone? Apparently, someone sent out invoices and then did a rebill on several where they got new invoice numbers and these invoice numbers are no longer available. However…
  • How do I enter the client's retainer and then generate an invoice/bill that shows the work that was done and how much of the client's retainer is remaining?

    So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…
  • Pulling payments for specific time period for specific invoices/clients.

    FormerMember
    FormerMember
    Hello! Thank you in advance! I am attempting to pull payments received from 01/01/19 - 08/31/19 only for invoices dated 01/01/19 - 08/31/19. Any report I try to create ends up pulling in payments that I've recorded during that time frame, regardless…
  • 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…
  • Private Text Showing on reports

    On internal and client facing reports(both custom and canned), private text is showing despite the "hide private text" box being checked. This worked in TS 2011 but ever since conversion to TS 2017, it does not work as designed.