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DEDUCTIBLE TRACKING

Create a way to track deductible payments from a client
JillianG JillianG 21 days ago in Account Receivables (A/R) 0

Slip Options (Show as decimal) and (show both Nicknames) can migrate to GO

Would be great if the Premium feature under Preferences --> Slips --> Options --> "Show time in slips as decimal" AND "Show both Nicknames" (mainly for client NN1 and NN2) would migrate up to Go. The attorneys bill in .1 increments. The s...
Nicholas Cicero 14 days ago in Slips 0

Adjust Aged AR Balances Report to allow a date range

When running the Aged AR Balances Report, we can only see it as of today's date. Add a filter so we can adjust the dates
JillianG JillianG 21 days ago in Account Receivables (A/R) 0

Invoice Number Field

Add a field when entering an expense slip for an invoice number so that the system can detect if a duplicate invoice has been added
JillianG JillianG 21 days ago in Billing 0

Quarterly Bill Reminders

Add QUARTERLY BILLING as a reminder under REMINDER RULE or CUSTOM
JillianG JillianG 21 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 3 months ago in eCenter 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 over 2 years ago in Billing 1

add interest to prior invoices when generating statements

Be able to add interest to balances due when generating a statement for past due balances without creating a new bill for current WIP. As it stands right now, you have to generate a new bill and use a certain layout to show and include interest fo...
Dierdre Clonan 2 months ago in Billing 2

Additional client email addresses

Please add at least two additional email fields similar to old Timeslips. Often 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 rela...
Mark Criddle 2 months 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 2 months ago in  0