• Pre-bill Worksheet

    Is there a way I can change the default line near the bottom of a pre-bill worksheet to show "Remaining Escrow Funds" instead of "New account balance" like it currently does?
  • Bill Layout -

    Can I create a summary of hours by employee, then further break that employee's time by task hours? I can only find summary by task/reference and summary by employee. For Example: John Doe PE Document Review 5.0 hrs $500 Project Management…
  • 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 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?
  • 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…
  • 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…
  • Blended Billing-Flat Rate Task & Hourly Billing Task

    FormerMember
    FormerMember
    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…
  • 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…
  • Adding the totals for each timekeeper to the format of invoices.

    We had this on our previous Timeslips program. It was at the bottom of each invoice. Then when we updated our Timeslips program, we have not been able to figure out how to add this feature. Can someone give me instructions on how to add this? Thank you…
  • Hiding "Task" Column on a Bill

    Hello: We have a client who has requested that the "Task" column or text column from the timeslip be omitted or hidden from the bill. I know it can be done, but I can't seem to find this option. The columns I want to show are the Dates, Attorney's Initials…
  • Court History Time Only

    i want a time only bill sorted by client reference. subtotal shows time and amount. can i delete amount?
  • 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 …
  • Setting up a second company

    I have been using Timeslips for a couples of years for a law firm. Now one attorney is retiring and billing separately. I need to set up a separate billing for that attorney. Can I run 2 companies/law firms at the same time?
  • Timeslips 2012 How do I customize the detail of my billing statement.

    Trying to create a invoice using Timeslips 2012. The invoice is for billable time for my boss, and two other attorneys that worked with him on a case. The pre-bill worksheet had all the details I wanted, but itemized detail for the other two attorneys…
  • Report/Bill Layout Customization

    I am trying to figure out how to unbold professional services and previous balance on the bill layout. Instead I would like to bold the total balance due and make it slightly bigger. Is it possible to create a report that has each timekeepers billable…
  • RE: Billing message

    Brentonmaitre, If you go to the [Setup] tab in the task area and choose messages [Text For All Bills 1] and [Text For All Bills 2], these can be edited to add a message to the foot of each bill as desired. These messages will appear on all bills. I…