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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...