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Reporting

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

No description provided
Tom Hinds over 1 year ago in Billing / Reporting 0

Add filter to Aged WIP report for Client Classification.

The Aged WIP report does not have the option to filter by Client Classification. The "Aged WIP with Client Info" does. Seems it would be easy to add it to the Aged WIP report.
Leslie Hennessy about 1 month ago in Reporting 0

A/R Report by Timekeeper

A/R by Timekeeper is a frequent request among my client base. It is difficult task requiring heavy manual effort or Excel skills which make regular production not feasible. The alternative is a report produced outside of Timeslips - which is expen...
Heath Heath about 1 year ago in Reporting 1

REPORTS: On statements, include a consolidated summary section like on bills.

No description provided
Tom Hinds over 1 year ago in Reporting 0

Search Feature in Filter for Slip Selection

In reports, I think that a search feature in the "Filter for Slip Selection" would be extremely helpful. Currently, you can only scroll to a slip number you want to select and it's very time consuming especially when you have numerous slips to sel...
Tish Crolius 8 months ago in Reporting 0

REPORTS: Print time sheet slip entry report for one timekeeper for a month

No description provided
Tom Hinds over 1 year ago in Reporting 0

REPORTS: A bill and statement layout listing, showing counts of how many clients are using each layout.

No description provided
Tom Hinds over 1 year ago in Reporting 0

REPORTS: On pre-bill, include an option to reconcile replacement slips so I can review those dates and totals before generating bills.

No description provided
Tom Hinds over 1 year ago in Reporting 0

REPORTS: On Aged WIP with Contact Info, include Slip Type filter.

This would allow me to make versions of the report that show only WIP fees or only WIP costs.
Tom Hinds over 1 year ago in Reporting 0 Planned

REPORTS: Track the tax collected per each expense and provide a report with these totals.

No description provided
Tom Hinds over 1 year ago in Reporting 0