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...
In the list appearance options of the Claim/Case list window in Premium, I would love the option to have "Restrict Slip Entry" as an available field to select. I use this feature on cases that are technically closed but have open A/R balances. Thi...
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...
report of security templates assigned to timekeepers
we utilize 3 different templates with varying levels of permission for our timekeepers. There is no place to confirm the template assigned to a ttmekeeper hired 15 yeras ago is the correct one. the ability to look somewhere or a run a report would...
The past 2 months the program has failed to balance or carry of credits/balances of certain clients when preparing billing. Yes, I have applied payments after billing has been approved, etc. It is very frustrating to have get this done, and chat w...
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