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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…
I am fairly new in my role as billing assistant and now find that my predecessor(s) apparently never eliminated attorney billing rates that are no longer in use. As such, each attorney has multiple billing rates (as many as 20 different rates in the rate…
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…
