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amykpatton

Filtering clients for pre-bills

Posted By

Hi,


Is there a way to filter clients when running pre-bills? For instance, we have two clients that have several matters listed under them. Instead of scrolling down the list every month to pick and choose, is there a way to only include those clients with all of their matters?

Thanks!

  • 0

    You can create a saved template.   You would select the clients and matters you want to use once, and then on the right side of the screen, click on the save template icon.  Name it the names of the clients in question, and then in future months you can retrieve that template with all of the clients and matters pre selected.

  • 0 in reply to MarcAC
    Regarding a saved template of particular clients that I created, it appears it is not possible to generate bills and ultimately approve them from the saved template. It's been suggested to make custom fields. In the meantime: When I went to generate bills, (and I didn't realize it at first) bills printed from the client selection filter and not the template. Someone had mentioned that the option to review proof stage bills before printing may have been checked bringing me back to client filter and not the template. I have 2012 version and am fairly new at this. So what is the purpose of a saved client template if one cannot generate bills from it? Sounds like I'm doing something incorrectly. Any suggestions? Thank you.
  • 0 in reply to Mooncat7
    You can use the template for generating bills. You can not use it for approval of bills from proof stage.
    In Timeslips under help you can submit a product suggestion
  • 0 in reply to Caren2
    Thank you, Caren. I appreciate it.

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