• How do I close out a client's file and issue a "refund" of their IOLTA funds?

    I have two clients accounts that I want to close out in Timeslips as their cases are now closed with the firm. Each time I attempt to close the client, I get a notice stating the following:

    (I whited out the balances for privacy issues)

    There is 1 unbilled…

  • Master Client

    I am using the master client layout on a few of our larger clients where there are multiple matters. In producing the bills, it only gives one invoice number on the first page for all of the matters billed; subsequent pages have Re line but no invoice…

  • Expenses

    I enter expenses using standard description, quantity and price which shows as slip value on my invoice. Is there a way to show more detail so client sees the quantity? Below is a simple example of filing 2 LLC annual reports at a cost of $520.00 each…

  • 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…

  • How to generate a new bill with a certain date range.

    I need to generate a new bill (that has dates on two different approved prior bills) within a certain date range. Is this possible without having to undo the two past bills that the date ranges fall into? 

  • CSV TS importing or other Service - Ask along

    Hi All,

    I have been using TimeSlips CSV importing for years now.  I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know.  

    Also:

    Reporting…

  • Double allocation on collection report

    For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee -  and my report comes out accurate. 

    This month, when…

  • Bills with Outstanding Balances

    We just noticed that since July 2020, a few of the clients that have outstanding balances with us are not receiving their statements. The system isn't even generating the bills with the rest of the billing. I have viewed the client setups and see no reason…

  • Timeslips Email Bills questions

    We are trying to figure out how to use email bills in Timeslips 2020.  We will have some clients receive emailed bills, and others that will need to have printed, mailed bills.

    As I understand the help documentation, email bills are created after bill…

  • data token for email template

    I was wondering if there is a way to create a new data token?  If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format.  When emailing my bills, the email template shows Bill Date…

  • Split Billing - One Client - Two Insurance Companies

    I need to set up a new client that will be billed 50/50 to two insurance companies.  How would I do that?

  • Not able to print bills, names are not showing.

    I am not able to print bills when I go to “Generate Bills” in Timeslips. None of their clients show in the list.

  • What are the steps to pull CSV data from RTG billing to import to a new Timeslips account?

    Anyone exported billing data from RTG to go to Timeslips? 

    I know it must be sent to a CSV but what are the actions taken in RTG to produce the CSV? I downloaded their trial version to do research for a client who has RTG and it is not friendly.

    What all…

  • Client is paid in full but next invoice shows both old balance due and interest from OLD last statement date

    Hi all.  I have Sage 2020.  I am creating a client's bill and the invoice shows a balance due (which doesn't really exist, and I've already checked to be sure that the payments are properly applied) and interest is being calculated on said nonexisting balance…

  • quickly apply unapplied payments

    Last year Roger did a Webinar that discussed new features and 1 was a quick way to locate and apply unapplied payments. Can't find the info in the webinar recording and the few tech people ive mentioned this to, are not familar. Anyone here know the answer…

  • Invoice listing report

    On January 3rd, we created 51 invoices. When I create an Invoice listing report, it only shows 27 invoices?????  Why are 23 invoices not showing?

  • converting timeslips bills into excel

    The Iowa Public Defender pays attorneys to handle cases they cannot handle but they require that we submit our itemizations in excel. 

    We use Timeslips 2018 and cannot find a way to automatically convert to excel.  This requires one of my assistants to…

  • Consolidated Bills with ALL invoice numbers appearing on bills??

    I am working with TS 2016. I have a two-part question. 

    1) When I do a master/sub-client consolidated bill, the sub-client invoice number prints, and reprints, as the master client's invoice number, even though it shows it's own invoice number. For example…

  • Blended Billing-Flat Rate Task & Hourly Billing Task

    Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill

    Example file application- flat $1400
                   report application as filed $18/ hrly

    can I invoice a flat rate task and an hourly task?

    Can I invoice a flat rate…

  • LEDS1998B - TimeSlips 2015

    We currently have Timeslips 2015 and are experiencing the problems associated with not upgrading and having Windows 10 not be compatible.  We are upgrading in January 2020 so I was trying to hold off on until then. I currently cannot see my bills that…

  • Reprinting old TimeSlips

    I created an invoice, but never sent it to LEDS format and I cleared the invoice from the billing stages.  When I go to the "SLIPS" tab I can see the timeslips entered, but when I go to recreate the invoice the timeslips will not show up and only a "prior…

  • Transferring overpayment to different client

    We don't use trust accounts (not law firm).  We use separate client nicknames for each individual project.  One of our clients has overpaid on one project (or client nickname) and wants to apply that overpayment to an invoice due on another project…

  • Should DNB/hold time be periodically relieved?

    I am curious whether it is beneficial to finalize internal bills for time that is DNB (or on hold). DNB/hold time is currently hanging out in WIP, some of it being years old. I feel this makes the system run more slowly. I want to be able to see the time…

  • Undoable Bills Disappearing

    Hi All,

    I have one large corporate client that I bill constantly--- throughout the month almost daily - a few hundred a month. I've noticed that periodically, for no reason - ALL of my invoices for this client will disappear from the undoable screen…

  • Generating Bill

    Hello, we run Timeslips on multiple machines that connect to a server. One of them is generating bills fine, but the other is generating the bill with blank data for totals. Any thoughts?