What version of Timeslips? Under Timekeepers there is a collections report.

Alternatively: You can setup custom fields for 3 levels of allocation and then assign the breakouts in the client custom fields. Then you can run a receipt allocation report. Note however that I believe it will only work on invoices created after the allocations are setup.

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

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.

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.

I have not found any custom fields in my 2013 Timeslips.  I have been reading the 2015 User's Guide and see that custom fields in the Client Information that can be used to assign a client to a responsible CPA.  And I found a report called Timekeeper Collections in the 2015 guide.  Is this what you are referring to?  I have not found a receipt allocation report yet.  Looks like I need to upgrade to 2015.

You get to create your own.  

Setup menu, then Custom Fields.

If you use Custom Fields, then you don't need the Collections Report. The Collections Report tells you who created the slip that generated the income, that's not what you say you need.

If you would like some help with this, I think we can set you up with the Custom Field and create the report you need in about a half an hour via remote desktop connection.

Let me know if you are interested.

Hope this helps.  

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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.