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In our Timeslips we have client matters setup as the name of the Client first then a "/" then the name of the matter. This allows for us to do consolidating billing and also to use the master as a template.
However, it makes generating Client specific…
Does anyone know how to generate a report that shows Attorney, Amounts Billed for a certain period (A/R Transaction Date), and Invoice Status (Paid/Partially Paid) amount at the same time? I cannot find/create a report with these three items. Please advise…
Hello all,
I am creating user defined reports in Timeslips 2017 (perpetual license).
I have been merrily creating Client reports which include the "in reference to" field from the client record. Not a problem
I have tried creating User Defined Slip…
In Timeslips 2015 version, is there a report that will include a listing of "unapplied payments"? I stumbled on one today, and want to check to see if there are more. I tried looking at the "Aged A/R Balances" report because in searching I read that it…
Just updated to 2016 Timeslips. Before the upgrade, when we ran a report for Aged AR, we had the option of going to Finish Billing, Aged AR, selecting Client in the Filter and then selecting client-attorney filter, which would show only that particular…
We are doing an audit of an attorney. I am looking for a report that will show me each client the attorney billed. The attorney is saved on the client's custom tab under "controller" I need all billed and unbilled slips.
I was thinking I would do a…
