Adjustment of Fees by Timekeeper

I am currently setting up some client’s to receive a discount by adjusting a percentage off by timekeeper, under the arrangement 1 tab.  We have 4 people set up as timekeepers under these specific clients.  I did a test to see if the fees came off correctly and they do.  Only problem is, let's say only one of my timekeepers has time in for the client that month.  When I did my bill run it pulled up all the language for each of the time keepers at the bottom of the bill.

i.e.:
Special discount for being a preferred client.        $0.00


Is there a way to have only the timekeepers who have time in for the month to show their discount rather than show everyone's?

Thank you for your help.

 

  • 0
    I'm not sure that I am following what you are trying to do, but I'm going to take a stab at answering (if I get it wrong, please provide additional explanation and I will try again.)

    It sounds like you are entering the adjustment multiple times, one for each timekeeper. Is this correct?

    If so, I would question the necessity to be that granular. Are the adjustments a different amount/percentage for each timekeeper? Is it only for certain Timekeepers and not others?

    Usually what I see is a negative percentage for ANY work done by any timekeeper. In which case you would not need to enter four adjustments, but instead just use the Adjust Total Charges (for the time charges only). It will adjust any and all timekeeper's work entered by the same amount/percentage and should only give you one line explaining same on the bill.

    Hope this helps.

    Nancy Duhon, Esq.
    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney
    Duhon Technology Solutions, LLC
    a member of Certified Resources Network, LLC
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    404-325-9779
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