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Billing

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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 14 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 14 days ago in Billing 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

LINKS: Allow Premium to send emails using 64-bit Outlook

No description provided
Guest about 2 years ago in Billing / Integration 1 Planned

Change color of required printing of invoice and rebill instructions in Undo Multiple Bills window.

It would be nice to be able to clearly see which boxes items have already been printed in the Undo Multiple Bills window. The default grey to green is barely noticeable. Marking the checkmark turn red after printing would stand out much better. Al...
Jeffrey Eady 7 months ago in Billing 0

REPORTS: Allow pre-bill worksheets to print to separate files for each client, like electronic bills do.

No description provided
Tom Hinds about 2 years ago in Billing / Reporting 0

Backup Slip Attachments PDF from any source

All timekeepers should be able to attach expense backup to expense slips and to be able to use any scanner (including a phone scanner) to send a PDF for expense backup to be attached to an invoice. This should be included in eCenter, timeslips GO,...
John Till 8 months ago in Billing 0

Sort by Hold and Master Client fields on Client Information list

Timeslips user with a verrrry long Open client list regularly puts clients on Hold from the client list during the billing process. She then has to crawl through the list and remove the Holds individually. If she could sort by that column, she cou...
Heath Heath almost 2 years ago in Billing 0

Pre bill worksheet needs to be able to be downloaded into Excel... it boggles my mind that this cannot be done

There are times when downoading the pre bill worksheet into excel allows for other types of work to be done with this information. The fact that only the slip listing can be downloaded (with no ability to see totals at all from this function) is i...
Alan Lasko 10 months ago in Billing 0

Add Percent Complete billing arrangement to FULL BILL category.

Adding the percent complete arrangement to the Full Bill will account for the costs to be included in the percentage complete of the entire project.
Vicki Rowden 10 months ago in Billing 0