Sort of, but what I think you need to do is keep the old database to track the old balances, and then create a new database based on current to bring over the clients, tasks, timekeepers, etc, but no balances.  Can't really tell from your two sentence question. I'd need to discuss it with you a bit further in order to adequately advise.

This is one of those situations where you could really save yourself a lot of grief by just hiring a Certified Consultant for an hour vs. trying to DIY.

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

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Hi there,

I am the new office manager for a small law firm. As of the 1st of January 2015, ownership changed between partners and I need to zero out all accounts receivable for clients as of the first. Is there a way to bring all balances to zero as of the first?

Thanks.

You can't via any sort of Mass Update or change.

See my previous post in the other thread.

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.