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Billing

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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 9 months ago in Billing 0

Annual Re-Occurring Billing Entry

My idea is to have the option to have a billing entry re-occur annually, whether it is a fee, cost, or task. We have over 300 clients that we bill a particular charge to once a year and having this feature would avoid me having to enter over 300 c...
Tish Crolius 11 months ago in Billing 1

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 12 months ago in Billing 0

BILLS: Allow showing tax on history bills.

No description provided
Tom Hinds about 1 year ago in Billing 0

BILLS: Include Balance Due on history bills.

I would like to suggest adding the balance due to a historical billing statement. If the bill is filed with the court the Judge will want to see the total due. I have been saving the bill as a text file, calculating the balance due by hand and typ...
Tom Hinds about 1 year ago in Billing 0

BILLS: Save and reprint (or rebuild) electronic billing files when resubmits are required from audit house.

No description provided
Tom Hinds about 1 year ago in Billing 0

BILLS: Provide a way to submit changes to a bill or worksheet that can be easily approved, so billing manager can avoid manually editing records based off notes.

This would help in remote situations.
Tom Hinds about 1 year 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 1 year ago in Billing / Reporting 0

BILLS: Allow setting up different billing arrangements for individual references.

No description provided
Tom Hinds about 1 year ago in Billing 0

BILLS: Allow sorting bill run by NN2 instead of NN1

System was set up long ago incorrectly and don't want to switch NN1 and NN2 for everyone.
Tom Hinds about 1 year ago in Billing 0