If the partners are unwilling to change, then there is not much we can do to help you other than Allan's suggestions about running reports with the filter. But I would suggest you look at the following tools already in your Timeslips program: Aged Client Investment Report - shows WIP and A/R but not Funds, Retainer Replenishments which you can use to get clients to MAINTAIN a Funds balance with you (i.e., pay as they go with a funds "cushion" if they don't) instead of just getting money in the beginning and spending it down before you ask for more. What I still don't understand is this: WHAT DO YOU DO DIFFERENTLY based on the report/information you track? I.e., what decision about how you do business is driven by that data? All we have so far is that you track it, minutely. Which is only part of the equation, my question is WHY do you track it? How do you USE it? Because then we might be able to suggest something for you that gives you the same or better data more easily. Just to give you some perspective, I've been using Timeslips since 1986, and consulting since 1994. I have NEVER seen a firm do what you are doing, mainly because it is so mindnumblingly tedious. So we are trying to both answer the question you asked: can I report on slips that are Bookmarked, but also find you a better solution to the underlying problem. As an analogy, you are asking us how you could make yourself a better sling for your broken arm because it really hurts to carry it around in the sling you have now, and we are responding to you saying "Oh My Gosh, your arm is BROKEN!" Let's get that fixed, and you won't have to have a sling at all. ;-)
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