Forum Post: RE: History Bill
Thanks Allen, I have done everything I could possibly do, even tried to import the layout we use for our standard billing hoping that would make it look like I need it. I am using version 2014. I just...
View ArticleForum Post: Quickbooks Link - Does Any One Understand the GL Entries...
Does anyone understand the GL entries Timeslips wants to post regarding WIP. They make no sense. In an accrual set of books, income should be book when time is entered and booked to WIP. When time...
View ArticleForum Post: LEDES Converted files.
Hi, I am revisiting a concept I wrote about a few months ago in regards to a converted LEDES file not showing the amount in the deliminator boxes. For instance, we track our photocopies through our...
View ArticleForum Post: RE: LEDES Converted files.
One guess is an abbreviation. Think need eyes on to really figure out. Contact me directly and we can discuss
View ArticleForum Post: RE: LEDES Converted files.
Trying to read a LEDES1998B file in Wordpad just gives me a headache. I read them in Excel after putting them through the file opening wizard, and telling Excel how the file is delimited. That gives...
View ArticleForum Post: RE: Quickbooks Link - Does Any One Understand the GL Entries...
First, why do you want to send WIP to QuickBooks? To me that is absolutely useless. Would really need to look at your setup and allocations to see what is going on. Second for anyone doing the link...
View ArticleForum Post: RE: Posting G/L Entries to QuickBooks - Uncheck Items to Post???
Sounds like there are still some entries hanging out. Would really need eyes on. You could just post them and then delete them from QuickBooks.
View ArticleForum Post: RE: Quickbooks Link - Does Any One Understand the GL Entries...
I am trying to send WIP from Timeslips to Quickbooks in hopes of automating the process with less manual journal entries through TAL. WIP needs to be in Quickbooks for financial sfatement purposes.
View ArticleForum Post: RE: Posting G/L Entries to QuickBooks - Uncheck Items to Post???
Yes, however, they are posting in summary entries not individual entries.
View ArticleForum Post: RE: Quickbooks Link - Does Any One Understand the GL Entries...
Are you a law firm? If you need WIP in QuickBooks for financial statements you are the first law firm I have worked with in 20 years that needed this. AR yes but WIP I have never needed.
View ArticleForum Post: RE: LEDES Converted files.
Amy, You say you are able to "pull over the charges from our copy machine". I presume you are using something like Equitrac and importing these expense slips into Timeslips in an aggregate total. If...
View ArticleForum Post: RE: History Bill
Amy, I took the time to look at TS 2014 and all I needed to do was select appropriate options on that report and use the out of box history bill layout to get separate totals for time and expenses as...
View ArticleForum Post: Billing Layout
I am trying to find a variable that would give a total balance due IF the customer owes money for a retainer replenishment. example - Customer A owes $186.50 & needs to replenish $2,500 for...
View ArticleForum Post: RE: LEDES Converted files.
Thank you all for your comments. I would have responded to this earlier, but my client's computer is down today and I am not able to answer the questions above. Yes, Roger we do use Equitrac. I was...
View ArticleForum Post: RE: Billing Layout
Yep, you just need to tell Timeslips what their minimum Funds balance needs to be in their Client Information, Funds area. You can set a replenishment trigger amount and a replenish to amount. In...
View ArticleForum Post: Determining attorney billing rates no longer in use
I am fairly new in my role as billing assistant and now find that my predecessor(s) apparently never eliminated attorney billing rates that are no longer in use. As such, each attorney has multiple...
View ArticleForum Post: RE: Determining attorney billing rates no longer in use
Hi Holly E, Yes you do have a bit of a mess on your hands! I think you are on the right track without being able to see your system in person. I would also run the client default rates report which...
View ArticleForum Post: Billing message
How do you change or add a message at the foot of each bill?
View ArticleForum Post: RE: Billing message
Open the bill layout in question, navigate to the footers and edit away. If you are using multiple bill layouts, you will need to edit each one. If you are not familiar with editing bill layouts...
View ArticleForum Post: RE: Billing message
Allen: That does not help me. I have a message in my bills. I want to remove it and replace it with another. I have opened the "bill layouts" multiple times, but don't see the message. Is there...
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