• Using Categories on invoices (template question)

    Is it possible to get the name of the "category" to appear on an invoice? I know that it is possible to sort by category on the invoice, however, how do we show a heading/category name? For example, "Case Management" as a category header, then time…
  • You are a genius if you can answer this one. How do I add the prior retainer balance to a bill cover sheet?

    Sounds simple right? I dragged every possible database field over and none gives this balance. This number is available in a funds balance report so it doesn't make sense that I can't add it to a cover sheet. Here is what I want on my cover sheet …