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new user question on reviewing slips

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Rob Goldstein Posted: Sun, Feb 11 2007 10:01 PM

Just installed v8.  We have generated a pre-bill worksheet which shows all slips chronologically by matter.  When I review report, and want to make changes to the slips, I can't find a way to easily identify the particular slip I am working with.  I have to the billing slip tab and then try an find the slip by date and matter.  At the end of the month there are so many slips that it is very difficult to quickly identify the slip. Am I missing something, is there an easier way to review the slips?

Thank you

Rob Goldstein 8330 W. Sahara Suite 290 Las Vegas, NV 89117 (702) 227-0700 www.jurisforums.com
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One approach would be to use the Bill flow manager. When using this, you can go directly to a specific billing item from the time or expense tab of the matter being billed.
A second approach would be to go to the Billing item tab within the matter. There all the items are listed. You can add columns to show the fields that are needed to help you identify the item by code, timekeeper or date.

 

Caren Schwartz (Moderator/CIC)

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& Time & Cents Consultants, LLC

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www.3545consulting.com / www.timeandcents.com

203-254-7736

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