Not sure why the flat fees are unassigned except to ask if you are sure that for each flat fee billed there was at least one slip recorded on the bill?  Also not sure there is any way to assign them as you ask.

Going forward be sure that is the case and consider using the timekeeper collections report which should include slips on flat fee bills provided there is at least one slip.

Given you have created profiles, simply attach each timekeeper to the appropriate profile and give them a password.  Make sure your administrator password is secure.

AllenH,

Thank you for your reply.  Upon reflection, I'm not sure if I actually saved a slip in addition to the flat fee. For flat fee cases, I have no interest in actually billing my hourly time, but I certainly could add a .00 informative slip to link the flat fee with a slip. Would that action link the flat fee to a slip? Do I have to do that?

I often bill a flat fee legal fee with a slip cost. In that scenario is the flat legal fee linked to a slip, or do I have to have to bill a slip in the same fee or cost category?

Where this is going to become important is in determining each individual attorney's total billing.  Thanks.

My recollection is that for collection reporting to be accurate you need at least one slip on such a bill.  If you follow that rule collection reporting should serve you well as your firm grows.

Allen is correct.  The way the program does the allocation is based on who worked on the invoice.  If there are no slips, then it cannot tell who should get the credit for the collection.

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.

I may be interested in some advanced customization or suggestions helpful to managing my associate and growing practice. Could the two of you email me your rates and thoughts. Thanks.

Allen,

I've been trying to email you at [email protected] to set up a consultation.  Please email me at [email protected].  Thanks.