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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?
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…
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?
When I print a bill with only a previous balance Timeslips does not use the original invoice # from which the charges originate, but instead generates a new invoice number. This is confusing for some of our clients, thinking there is a new invoice/balance…
Good morning,
I have two expense slips with the same description but different date and amount. When I print the invoice, Timeslips is automatically combining the two slips into one with the total of the two slips. Anyone know where to turn off that…
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…
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…
I want clients to see this in the email they receive when sent an invoice:
Past Due Balance:
Total Balance Due: (which includes past due and New charges)
Client Funds Balance: (retainer)
I am accomplishing this by inserting data tokens into…
Is it possible to get the name of the "category" to appear on an invoice? I know that it is possible to sort by category on the invoice, however, how do we show a heading/category name?
For example, "Case Management" as a category header, then time…
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
…
Hello,
I will be working with Client Project.
Is it possible to have a running year to date total on each project invoice? I also need to add the project inception date, authorized company representative and lead attorney to the invoice. How do I…
I noticed that custom bill messages can be set to appear on a set number of bills. Also, it appears the Charges Due message can change depending on how old a balance is. What I'd like to do is set up a certain message to appear on the first invoice a…
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?
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…