I have a report that I run daily. However, when opening the report this morning, I noticed that the fields are already filled in and the settings are different than normal. How can I change the report back to the original settings? Read More...
Is there any way to exclude Cover Statements for all clients on a single statement run, without having to change the client information? Read More...
You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated. Read More...
I have a new client that requested their statements only show current charges and no previous balances. How can I format my statements this way? Read More...
Our firm sends email statements to our clients, and each attorney sets up their own email templates. Two attorneys have left the firm in the past few weeks, and we want a list of email templates along with the clients to which they are assigned so that we can update all of them. Is there a report for this? Read More...
We have agreed to give one of our clients a 10% fee discount on their next statement. We want this discount to stand out on the statement, perhaps on a separate line from any other totals. Is there a way to do this? Read More...
A partial payment was received for a statement that had two attorneys' time on it. I have been asked to allocate the payment to only one of the timekeepers. How can I accomplish this? Read More...
We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information? Read More...
Is there any way to see how long ago the last update to the software was installed? Read More...
We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique? Read More...
I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this? Read More...
I’m sending out email statements to my clients, but I need to include an invoice from a vendor with one client’s statement to show the costs. How can I attach this invoice to my email statements? Read More...
We want to reorder some of our tcodes to optimize data entry for certain matters. Is there a way to change the tcode numbers? Read More...
I added text to the Headings tab in Statement Customization that I want to print at the bottom of all statements. Is there any way to center this text? Read More...
Our attorneys enter their own time entries. However, we noticed that one attorney has been using the wrong bill code on one of his client cases. Is there any way to change all of the transactions at once? Read More...
One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result? Read More...
I have a few employees I don’t want to have access to A/R figures. Can we remove access to the Dashboard from these users? Read More...
