How do you calculate collections by partner?

Nancy Duhon, Esq.

Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

Duhon Technology Solutions, LLC

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Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.

Each partner is using a different brand of software and they keep track of their own billings.  I wish to consolidate partner billings under one program.  Some timekeepers work for different partners, so billing by timekeeper won't work.  I was hoping that I could assign a partner to each client and monitor collections that way.

I do believe that you could still use the collection report Caren referred to and SORT that report by a client custom field such as "Responsible Partner" and get the reporting you need.

Randy B:

Totally possible.  Just assign a custom field for each Client that will tag that Client as belonging to that partner, then you can take any report and sort/subtotal by that field. So, you could print a Payment Register and sort and subtotal  by Partner. Should work quite well.

Randy B:

Totally possible.  Just assign a custom field for each Client that will tag that Client as belonging to that partner, then you can take any report and sort/subtotal by that field. So, you could print a Payment Register and sort and subtotal  by Partner. Should work quite well.