I would like to send my client's statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement? Read More...
Is there a way to keep users from logging into the software while I run maintenance tasks? Read More...
We want to generate a list of all active clients for whom we haven't entered any fees or costs in the last six months. Is there a report that will give us that information? Read More...
One of our clients can’t find their emailed statement and asked that we send another. Is there an easy way to accomplish this? Read More...
I have a client that has several matters. Is there any way to display a total for all of their matters on their statement? Read More...
We have our first client that needs to have a finance charge assessed. How do we configure this? Read More...
We recently started using timekeeper levels. Is there any way to show timekeeper levels on statements? Read More...
We have decided to start marking clients inactive, so when we run reports or statements it will only include clients we are working on. There are a lot of clients that we need to go through and mark inactive. Is there a way I can make all of them inactive at once instead of going into each individual client? Read More...
I created a new client a few weeks ago and added fees and costs. However, I was recently informed that this client should have been added as a matter to an existing client. Is there a way to change the Client ID so that it becomes a matter for the other client? Read More...
I need a list of all transactions for a specific fee task code. Is there a report that can help me? Read More...
I am looking at the list of statements from within Statement Manager. Is there any way to print this list? 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...
