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AR: Assign write-offs to a specific timekeeper's charges and allow that to affect/correct each timekeeper's percent of an invoice

This will provide a more accurate invoice percentage for each timekeeper so allocations and collection amounts will reflect reality
Tom Hinds over 1 year ago in Account Receivables (A/R) 0

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

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 about 1 year ago in Billing 0

Entering receipts

It would be a nice idea if payments could be entered in batch (multiple clients at one time) instead of entering one at a time.
Jeffrey Bookman 10 months ago in Account Receivables (A/R) 0

Claim/Case List Appearance Options

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...
Nicholas Cicero 5 months ago in Navigators & Procedures 0

SLIPS: Display slip description for individual slips within rows of Slip List

This will let you review slip descriptions easily without having to click on individual slips.
Tom Hinds over 1 year ago in Slips 0 Planned

Duplicate Slip Alert

When entering an Expense, have a field for an invoice number and then have TS recognize when a duplicate invoice number has been entered.
JillianG JillianG about 1 year ago in Slips 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

Bigger check boxes please!

My dexterity isn't what it once was. lol
HMLaw HMLaw over 1 year ago in Other 0

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...
kmm kmm over 1 year ago in Timekeepers 0