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NAMES: Add rates to references

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Tom Hinds about 2 years ago in Clients 0

Add Gmail to send Bills/Invoices

Need to send billing/Invoices through GMAIL
Michelle Meyers 8 months ago in Billing 1

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

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

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

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

Bigger check boxes please!

My dexterity isn't what it once was. lol
HMLaw HMLaw almost 2 years 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 almost 2 years ago in Timekeepers 0

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...
Guest almost 2 years 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 12 months ago in Navigators & Procedures 0