Timeslips Reports

I'm trying to generate a report for each attorney to show montly time totals and billing amounts for a particular time period. I've tried several different reports and each have yielded different totals.  Which is the most accurate report I should use?

  • mberry wrote:
    I'm trying to generate a report for each attorney to show montly time totals and billing amounts for a particular time period. I've tried several different reports and each have yielded different totals.  Which is the most accurate report I should use?

    It really depends what you want to know.  Do you want to know what they recorded that month on slips? That is the most popular one.

     

    Try the Monthly Totals by Period.  That should get you started.  Remember to filter for a slip date range (the default gives you every slip in the database). 

     

    hth

     

    Nancy Duhon, Esq.

    Certified Consultant for Timeslips and Amicus Attorney

    Atlanta, GA 

    www.duhon.biz

    duhon@duhon.biz

    404-325-9779 

  • I generate a Collections by Period report to show how much money each partner has collected over a specific period of time.  We had one case that was contingent fee.  When we received payment, that money is not reflected on the report.  Is there a report and shows all collections in a specific period of time that is easy to read like the Collections by Period report.


  • sheilastrutz wrote:

    I generate a Collections by Period report to show how much money each partner has collected over a specific period of time.  We had one case that was contingent fee.  When we received payment, that money is not reflected on the report.  Is there a report and shows all collections in a specific period of time that is easy to read like the Collections by Period report.


    Note that the Collections report only contains payments related to SLIP BASED fees and not other fee arrangments such as Absolute Flat, or Contingency Fees.

     

    Hope this helps. 

    Folks for us, it's all about the Kudos.  If you think this suggestion was especially helpful, please consider clicking the KUDOS! (yellow) icon in this message.  Thanks.

    Nancy Duhon, Esq.
    Certified Consultant for Timeslips, Amicus Attorney and Credenza
    Duhon Technology Solutions, LLC
    duhon@duhon.biz
    404-325-9779
    Providing personalized local and remote online support for Timeslips users for over 17 years. 

  • Is there a report available that shows payments received by Timekeeper for a specific time period regardless if it is flat fee, contingent, etc.


  • sheilastrutz wrote:

    Is there a report available that shows payments received by Timekeeper for a specific time period regardless if it is flat fee, contingent, etc.


    And how would Timeslips know how to apportion a flat fee amongst the Timekeepers that worked on it?  Especially if it is still in progress?

     

    Unfortunately, in a word, no.

     

    Hope this helps. 

    Folks for us, it's all about the Kudos.  If you think this suggestion was especially helpful, please consider clicking the KUDOS! (yellow) icon in this message.  Thanks.

    Nancy Duhon, Esq.
    Certified Consultant for Timeslips, Amicus Attorney and Credenza
    Duhon Technology Solutions, LLC
    duhon@duhon.biz
    404-325-9779
    Providing personalized local and remote online support for Timeslips users for over 17 years. 

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