Forum Post: How do I check off additional client names in Billing Assistant?
I see that there are checked off rules in Timeslips (2012) Billing Assistant (from the employee before me) and I think they are checked off automatically by Billing Assistant as opposed to my going to...
View ArticleForum Post: TS 2014 Time in decimals
I have TS 2014. We enter our time in decimals -- 10ths only (1 digit to the right of the decimal point). Sometimes someone enters 2 decimal places by mistake which gets rejected by our clients' various...
View ArticleForum Post: RE: How do I enter retainer payments in installments in Sage...
It sounds like you're on the right track. Retainers are typically kept in client funds. To add money to a client's funds account, you can enter a client funds transaction; either a payment to account,...
View ArticleForum Post: RE: Client Selection Filter "disappeared"
Yes, clicking the "<<" arrows will remove all filters selected.
View ArticleForum Post: RE: What is the meaning of "client selection doesn't exclude any...
Usually, it means you have chosen a filter but no items in the filter.
View ArticleForum Post: RE: What is the meaning of "client selection doesn't exclude any...
Thank you very much, Marc. I appreciate the help on this site.
View ArticleForum Post: RE: Client Selection Filter "disappeared"
Next time when you want to check all the clients, just right click in the field and select all. Then you can go in and deselect any clients you don't want to print.
View ArticleForum Post: RE: Client Selection Filter "disappeared"
Now why didn't I think of that!! Being at this job only a month, until I get to recognize the client names to add, I will still have to "cheat" and look at each physical bill sent by the employee...
View ArticleForum Post: RE: TS 2014 Time in decimals
Do you use the rounding option under Client Information? That way any miskeyed slip would be rounded up to the closest .1 increment during the billing process and you should not have any of the bad...
View ArticleForum Post: RE: TS 2014 Time in decimals
The rounding option on the arrangement 2 screen gives the option of rounding "minutes" and "unit charge." So, if I want a time entry of "0.21" changed to "0.2" I choose "unit charge?" Also, can I set...
View ArticleForum Post: RE: TS 2014 Time in decimals
I would set it to 6 minutes, and not unit charge. If they key it as .2, then it will stay at .2. If they key it at .21, then it will round it to .3 - it always rounds UP. You need to set it for EACH...
View ArticleForum Post: Where to enter a retainer payment in an Absolute Flat Fee situation
Hello, When creating a client that will be billed a flat fee I know what to do in the Arrangement section, I choose "Absolute flat fee and then choose "slips". When a client pays a retainer, does the...
View ArticleForum Post: RE: How do I check off additional client names in Billing Assistant?
Some people prefer Billing Assistant because it lets you evaluate all your clients to determine who is ready for billing. When you're looking at the List View, you can move through your clients to see...
View ArticleForum Post: RE: TS 2014 Time in decimals
Thank you for your help. This is definitely not what I want. Too bad. Wish TS would give me the option of 1 decimal place.
View ArticleForum Post: RE: TS 2014 Time in decimals
leslee2: Can you provide more information on why this is "definitely not what (you) want?" Perhaps there is an alternative that will achieve your goal. Nancy Duhon, Esq. Master Certified Consultant for...
View ArticleForum Post: RE: How do I check off additional client names in Billing Assistant?
Thank you very much. I will check that out. Donna
View ArticleForum Post: RE: Where to enter a retainer payment in an Absolute Flat Fee...
You are correct, it goes in to funds. Any money that goes into Iolta should be entered into funds regardless of how it will be used. If the money goes to operating account then you can enter as payment.
View ArticleForum Post: RE: Where to enter a retainer payment in an Absolute Flat Fee...
Hi Caren, We don't have an Iola account or operating account that I know of in Timeslips. Anyhow, I thought I saw somewhere that I would have to enter the dollar amount of the retainer/flat fee in some...
View ArticleForum Post: RE: Where to enter a retainer payment in an Absolute Flat Fee...
Rather than big discussion let me say it this way. A flat fee arrangement only impacts how you show time and cake on the bill. It has no impact on how you handle retainers and payments.
View ArticleForum Post: How do I get bill detail for who did work (attorney's initial) to...
I am trying to print a bill which includes the initial of attorney who did work on bill. I can see the initials in the "extra" column but they do not show up when I print. Thank you.
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