A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements and the Detail Work-in-Process Report.   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...


Billing Q&A: Write Off Entire Balance

December 2018    Tags: , ,
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I am attempting to write off a client’s accounts receivable balance. However, when I select the Write Off Entire Balance check box, I get a message that says I need to either bill or delete all work-in-process first. I need to retain the work-in-process for this client, but I’m not ready to bill it. Is there any way around this?   Read More...


Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information.   Read More...


Quick Tip: Change WIP Transactions

July 2016    Tags: ,
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Did you know that you can quickly and easily change certain fields for a range of transactions that has not been billed yet? The Change WIP Transactions program provides the ability to make changes to many transactions at once instead of spending hours making changes transaction by transaction.   Read More...