EMERGENCY - Need to Duplicate Billed Time/Expense Slips Into New Matter

I have an EMERGENCY billing matter regarding submission of bills for insurance coverage. I need to duplicate MANY MONTHS of billed time and expense slips into a Ghost Client so that we can create task based billing. I recall from years ago that there was a way to export the slips from one matter in TS and then import them into the new matter. Any help with this would be much appreciated.

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    You can recreate individual slips by opening the billed slip and clicking the duplicate button on the right.  Then you have to change the client and save it.  But I understand that's a lot of work for many months worth of slips.  

    You might be able export the slips, edit the csv and put the new ghost client in and import them back in. Look up import and export in the Timeslips help file.  

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    Sounds like a good news/bad news situation.

    The good news, yes, you can export the data and reimport it for use.

    The bad news, you will need to write a custom export.  The default archive and combine will export the "billed" status, so it will them import that status as well, and you will be no better off for the effort.

    However, if you write a custom export and import, you can get the data.

    Now, you say you need to create task based billing....

    What kind of task based billing?  Do you need a LEDES1998 file?  If so, have you bought the add on module?  That process is a bit of a bear to implement.  Not impossible by any stretch, but not super easy either and can be very time consuming to figure out on your own.

    It really sounds like it is time to hire a Certified Consultant to help you with the export, import and task based billing.  I think you will be over this hump MUCH faster and reliably if you engage one.  Many of us who frequent these message boards provide remote access assistance such as this as our business model. Just give us a ring if you feel we can help.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

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

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

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