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Harlon

Timeslips 2012 How do I customize the detail of my billing statement.

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Trying to create a invoice using Timeslips 2012.  The invoice is for billable time for my boss, and two other attorneys that worked with him on a case.  The pre-bill worksheet had all the details I wanted, but itemized detail for the other two attorneys didn't appear on the invoice.  How do I ensure the details are included in the final bill/invoice.

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    Harlon, bill layouts are difficult to help with as there is complexity in that area particularly if you are new to Timeslips.  The best investment your boss can make on the firm's behalf is to engage with a consultant that supports this forum and could help you get up to speed quickly not only on this issue but on others that you may not have uncovered yet.

    If you are feeling adventurous, open the subject bill layout and take a look at the time and expense charges detail sections to see what data fields are already in the layout.

  • 0 in reply to AllenH

    In addition to Allen's comment you might want to make sure you don't have any filters on the generate bills. This could be limiting which attorney's time you are seeing.

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