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...
How can I see which clients have their address set to Matter? Read More...
We have a deal with a client to charge a specific hourly rate based on the type of work we are doing for them. We set up our tcodes to use these rates, but the timekeeper rates are used during fee entry. How can we use the tcode rate instead of the timekeeper rate? Read More...
How can we see how a write off applied? Read More...
I have several report definitions for a specific report that I print regularly. Is there a way to add a description to the report so we can tell the difference between them? Read More...
