• Timeslips 2017 e-billing

    Does anyone know how to program Timeslips 2017 so that some but not all invoices are delivered ONLY by email? In other words, I want to print/send invoices to all clients at the same time, but some clients prefer only email delivery. Short of manually…
  • Write off unbilled time

    I'm trying to figure out how to write off unbilled time showing up on a Prebill without the Timekeeper losing the time they have entered. I am using Time Slips 2018. Thanks.
  • Bill Layout -

    Can I create a summary of hours by employee, then further break that employee's time by task hours? I can only find summary by task/reference and summary by employee. For Example: John Doe PE Document Review 5.0 hrs $500 Project Management…
  • How do I set up timeslips to warn me when timeslip entries reach a certain amount?

    I want Timeslips to warn me when timeslip charges reach a certain amount. How do I do that?
  • How handle an initial payment with a flat fee billing arrangement

    My company typically requires an initial payment for flat fee billing arrangements. This is essentially a "deposit for services". I have been creating a flat fee for this initial invoice and then a second flat fee for the final invoice. Is it possible…
  • Invoice Email Template

    Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.
  • Decreased Invoice - Still See Balance

    I used the Decrease Invoice feature for the first time in October. The Decrease Invoice is applied to the correct invoice, and the invoice shows as Paid in Full. Unfortunately, December's invoice is off by $488.00. The A/R is showing the correct balance…
  • How do I close out a client's file and issue a "refund" of their IOLTA funds?

    I have two clients accounts that I want to close out in Timeslips as their cases are now closed with the firm. Each time I attempt to close the client, I get a notice stating the following: (I whited out the balances for privacy issues) There is 1…
  • Master Client

    I am using the master client layout on a few of our larger clients where there are multiple matters. In producing the bills, it only gives one invoice number on the first page for all of the matters billed; subsequent pages have Re line but no invoice…
  • Expenses

    I enter expenses using standard description, quantity and price which shows as slip value on my invoice. Is there a way to show more detail so client sees the quantity? Below is a simple example of filing 2 LLC annual reports at a cost of $520.00 each…
  • How do I enter the client's retainer and then generate an invoice/bill that shows the work that was done and how much of the client's retainer is remaining?

    So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…
  • How to generate a new bill with a certain date range.

    I need to generate a new bill (that has dates on two different approved prior bills) within a certain date range. Is this possible without having to undo the two past bills that the date ranges fall into?
  • CSV TS importing or other Service - Ask along

    Hi All, I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know. Also…
  • Double allocation on collection report

    For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee - and my report comes out accurate. This month, when I compare…
  • Bills with Outstanding Balances

    We just noticed that since July 2020, a few of the clients that have outstanding balances with us are not receiving their statements. The system isn't even generating the bills with the rest of the billing. I have viewed the client setups and see no reason…
  • Timeslips Email Bills questions

    We are trying to figure out how to use email bills in Timeslips 2020. We will have some clients receive emailed bills, and others that will need to have printed, mailed bills. As I understand the help documentation, email bills are created after bill…
  • data token for email template

    I was wondering if there is a way to create a new data token? If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format. When emailing my bills, the email template shows Bill Date…
  • Split Billing - One Client - Two Insurance Companies

    I need to set up a new client that will be billed 50/50 to two insurance companies. How would I do that?
  • Not able to print bills, names are not showing.

    I am not able to print bills when I go to “Generate Bills” in Timeslips. None of their clients show in the list.
  • What are the steps to pull CSV data from RTG billing to import to a new Timeslips account?

    Anyone exported billing data from RTG to go to Timeslips? I know it must be sent to a CSV but what are the actions taken in RTG to produce the CSV? I downloaded their trial version to do research for a client who has RTG and it is not friendly. What…
  • Client is paid in full but next invoice shows both old balance due and interest from OLD last statement date

    Hi all. I have Sage 2020. I am creating a client's bill and the invoice shows a balance due (which doesn't really exist, and I've already checked to be sure that the payments are properly applied) and interest is being calculated on said nonexisting balance…
  • quickly apply unapplied payments

    Last year Roger did a Webinar that discussed new features and 1 was a quick way to locate and apply unapplied payments. Can't find the info in the webinar recording and the few tech people ive mentioned this to, are not familar. Anyone here know the answer…
  • Invoice listing report

    On January 3rd, we created 51 invoices. When I create an Invoice listing report, it only shows 27 invoices????? Why are 23 invoices not showing?
  • converting timeslips bills into excel

    The Iowa Public Defender pays attorneys to handle cases they cannot handle but they require that we submit our itemizations in excel. We use Timeslips 2018 and cannot find a way to automatically convert to excel. This requires one of my assistants to…
  • Consolidated Bills with ALL invoice numbers appearing on bills??

    I am working with TS 2016. I have a two-part question. 1) When I do a master/sub-client consolidated bill, the sub-client invoice number prints, and reprints, as the master client's invoice number, even though it shows it's own invoice number. For example…