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Client

Please add at least two additional email fields similar to olfd Timeslips. Oftent times for me, I need to email bills to more than just two emails. My only work around now is to manually pdf the invoice and email manually through outlook. Seems re...
Mark Criddle 2 days ago in Clients 0

Firm Matter ID - an automatic field

The Firm Matter ID is the Tax ID number for the firm, can this be filled in behind the scenes for each matter or in a different place instead of showing for each file/matter/case? That information seems to not be consistent on all cases because it...
B2 Billing 7 days ago in  0

Matter/Case Creation date either on Client List or ability to generate a report based on that

When a new file is opened, there are a few things i need to do to make sure it's ready for billing instead of finding out when i go to submit the bill that the information in the client's ebilling portal is not complete. I would like to either be ...
B2 Billing 13 days ago in Billing 0

Prebill worksheet - print separate PDF by Attorney or Each Case/File/Matter

When I run prebills for the attorneys, they like to get their set and also additionally like to have it as one PDF per file/case/matter. In other billing systems, i can generate the entire prebill stack and have it generate a PDF per "Supervising ...
B2 Billing 13 days ago in Billing 0

Rounding Time Entries in Timeslips Go

We recently started using Timeslips Go for several timekeepers. The rounding rule in the regular program for our time entries is set to round to 1/10 of an hour (or 0.1). It would be very helpful if this rounding rule was transferable to TS GO, so...
Ali Amarena about 1 month ago in eCenter 0

Alerts

A feature that alerts us when a bill is past due. A feature that allows us to enter and invoice number when entering an expense that scans all slips to see if it is a duplicate. A feature that tracks a client's deductible.
JillianG JillianG about 1 month ago in Account Receivables (A/R) 0

Tracking Write Offs by Timekeeper

Not sure if there is a way to program Premium with a new feature that would allow me to allocate the write off to a specific invoice (as it does currently) but also add a tab/ability to allocate the write off to a timekeeper(and multiple timekeepe...
Nicholas Cicero about 2 months ago in Account Receivables (A/R) 0

Delete slips directly from bill preview

Should allow deletion of time or expense slips directly from bill preview just like we can edit entries and time. Now you cannot delete. One has to open actual slip and delete. Very time consuming.
Guest about 2 years ago in Billing 1

Change the order of slips in the bill

It would be nice to be able to easily change the order of slips for a given date from the bill view. To move an entry up or down if they are the same date. Often an attorney would like their time before the staff or vice versa on the bill so it do...
Guest about 2 years ago in Slips 1

Bring back the preview option for not complete time entries

Hello: I was wondering if you could bring back the preview feature, where as an Admin, I would be able to see all of the NOT Completed entries and pick and choose which entries to release. After switching to Timeslips Go, someone was not able to a...
Anna Wright 2 months ago in Other 0