I set up a client's name, address, etc. and under the tab "Client Funds" put in their retainer amount. It doesn't seem to link with the Funds Account--if I go to "Transactions" "Funds Account" and "Client", nothing shows up. If I try to delete the retainer under the client's name in the Client Funds tab, a message comes up that you cannot delete the funds account "Retainer Account" [which is what I called it] because there are transactions associated with it...must first purge...dialog box... Should I just never enter client's retainers under the client name? And why would they allow you to put this info in if you can't delete it? Now that it's in there, I need to delete it, but Timeslips is not allowing me to do so. I'm working with a client who thinks I don't know what I'm doing b/c this is happening and I thought Client Funds and this way of entering a retainer were the same--apparently not!
↧