On Friday I spoke with a help desk person about a problem we have with a recent change to TimeSlips. Each month, law firms are mandated to reconcile trust account balances. The report in TimeSlips allows me to pick an end date to the report. However, if any funds came in & out of the trust account since that date, the report will not show balances as of that date. This is a huge problem for us. The Office of Attorney Ethics (OAE) has strict requirements for law firms to keep accurate records of how much money we are holding for each client. It is critical that this change be reversed so we can be in compliance with the OAE. If not, we may not be able to use this software anymore. Thanks.
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