• Need a report for transaction history and balance for all client

    I am beating my head on a wall here. I need a report that is preferably in the format of the Funds with Running Balances report. I would use this one, except there is no way to tell it to include all clients with transactions in the specified period…
  • Client A/R History that includes Funds Transactions

    Is there a report for a client's A/R history that also includes the funds transactions? The Invoice Listing and Client History reports show invoices with the applied payments, but they do not show the funds history with the final funds balance. Or am…
  • Funds Transaction Report

    I've been using TimeSlips for many years and the reports I used were set up long ago. I need to generate a Funds Transaction report that breaks down fees collected from an individual attorney each month. My attempts at generating a report have not worked…