We did a write-up on a client’s fees and now some of our timekeepers’ rates appear to be incorrect in the Fee Recap section of the statement. Why is this, and how can we change it?   Read More...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?   Read More...


Our firm wants to use the Miscellaneous Lines in Client Information to hold additional information but we do not want to them to show on statements. How do we accomplish this?   Read More...


I always run my statements with a blank beginning date and an ending date of the last day of the month on the Transactions tab. Is there a way to have the Generate Statements program default to these options so I don't have to manually enter them each time?   Read More...


Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).   Read More...


Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19.   Read More...


We have a client that has been with us for many years. They have requested to know the number of statements that we have sent them. Is there an easy way to provide them with this information?   Read More...


We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month?   Read More...


I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this?   Read More...


One of my clients prefers that I do not send him a statement with every fee listed. They have requested to just have a single page statement with an overview of the work we performed for them. Is there a way I can do this?   Read More...


One of the transactions on a client’s statement has a long description. Because of its length, this transaction is not printing on one page, but is split between two pages. Is there any way to force the entire transaction to print on one page?   Read More...


I just finished my billing for last month. However, I realized too late that when I generated the statements, I neglected to set the Statement Date to the end of the month and they all have the wrong date. Is there an easy way to make a correction after statements have been updated?   Read More...


The dates on statements are currently shown in MM/DD/YYYY format. Is there a way to spell the date out instead?   Read More...


Spotlight: Reorder Fees

February 2019    Tags: , , ,
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Fees can occasionally be entered in an order that may be confusing on a statement. For example, when the statement is printed out, it might look like you reviewed a document before writing the first draft! In Version 19, you can use the Reorder Fees utility to change the order in which fees with the same date are displayed on a single statement.   Read More...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


Video of the Month: Pre-Bill Tracking

December 2018    Tags: , ,
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Do you struggle with keeping track of where all of your pre-bills are at in the review process? Pre-Bill tracking makes it easy to track the progress of your billing cycle.   Read More...


Is there a way that I can run statements for my clients and exclude those that have a negative amount due?   Read More...