All ideas

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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 9 months ago in Reporting 0

2 VOTE

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 over 1 year ago in Account Receivables (A/R) 0

2 VOTE

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 over 1 year ago in Slips 0

2 VOTE

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 almost 2 years ago in Reporting 1

2 VOTE

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 almost 2 years ago in Billing 1

2 VOTE

Bigger check boxes please!

My dexterity isn't what it once was. lol

HMLaw HMLaw almost 2 years ago in Other 0

2 VOTE

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 almost 2 years ago in Timekeepers 0

2 VOTE

ISSUE WITH BALANCES

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...