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SEARCH BAR TO QUICKLY LOCATE CLIENTS

We have far too many clients to scroll through and locate individual clients in alpha order. Timeslips Anywhere needs a search bar PLEASE!
Guest 4 months ago in Clients 0

Make all new invoices available for billing, even with no time entry

I need to be able to email ALL invoices, where there may be no time entry but a payment has been applied. Further, if a client has a running balance with no time entry and no payment, I would like to be able to send out a current invoice with the ...
Laura Roberts 3 months ago in Billing 1

Please add an opened/closed/inactive status option for clients

It is important to our firm that we close our client matters once completed. Mostly to avoid timekeepers billing to the wrong client matters. It helps the billing process run cleaner and smoother when we can close out clients and move them to the ...
sarah charlebois 4 months ago in Clients 0

Add billing period as field in billing layour

Please add a billing period (i.e. August 2024 or August 1-31, 2024) as a field in the bill design.
Guest 3 months ago in Billing 0

Ability to search for invoice when client pays

We constantly use the search invoice tool in accounts receivables when a client pays in Timeslips Premium. It would be great to bring that feature over to Anywhere.
sarah charlebois 4 months ago in Account Receivables (A/R) 0

Client page - Please stop going back to page 1

Staff is finding it frustrating that when they are working on a client that starts with an "R", as soon as they leave that client's profile, the program takes them all the way back to page 1 / the A's. There is also no easy way to view all clients...
sarah charlebois 2 months ago in  0

Flat Fees / Contingency

We need to have the ability to assign a client matter as a flat fee without entering an amount. We usually don't have the total amount to enter until the end of their matter. We also need the option to bill out a flat fee plus expenses. Premium ha...
sarah charlebois 2 months ago in Billing 0

HOLD ENTIRE BILL

We need to be able to HOLD an entire client bill until we are ready to bill it out to the client. We provide services for hundreds of clients and our staff can not alwasy remember that certain time entries have to be marked on hold for certain cli...
sarah charlebois 2 months ago in Billing 0

Reviewing and Editing Time

There is no easy way to review and edit time. We need to run a slip list report to see what time has been billed to a client, and then go back into slips, find the date of that time entry, open the description and see if it matches the time entry ...
sarah charlebois 2 months ago in Slips 0

Split Billing

We need Split Billing feature, as used in Time Slips Premium. We do a lot of mediations and GAL cases where there are two clients for the same time entry, and the fees and costs are split by a percentage. The clients are linked so when you enter t...
Laura Roberts 3 months ago in Billing 0