• 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…
  • Generate Reports based on Client Not Client/Matter

    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…