I appreciate everyone's input, but we have completely gotten off topic. I understand now what I have to do as far as bookmarking slips. I may get them to try it. We literally just need to know if there is enough money to cover a slip or not. It's not any more complicated than that. Doing it by hand is the only way. I understand, as well, that we do a ton of tedious busy work with extreme attention to detail. I also understand that most firms do not. I prefer our way, as other firms don't seem to have any idea at any given moment what the client's exact balance is. This is why I love Timeslips. It seems to be the only program that can do that. Part of it is procedural, though. Some firms put their time in once a month, for instance. This seems extremely inefficient to me. I love this SageCity site, as well. Lots of great input. Thanks!!
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