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Problem with saving bill to RTF - random information is missing

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Jennifer Ahrens Posted: Fri, Jan 16 2009 12:37 AM
Hi, We had designed a custom bill layout in TM 7 Enterprise and it worked flawlessly. We always have to save the bill to RTF because we have some unique information that we have to add to each bill. We have since upgraded to TM 9 Enterprise and now whenever we save the bill to RTF one or more pieces of information goes missing from the RTF. The preview of the bill and saving it to pdf all looks fine and works fine. It just when we go to save to RTF and then open it in MS Word, the hours might go missing, a date, rates, etc. Its random as far as we can tell. We have tried reinstalling TM9 on the workstations, reinstalling MS Word, tried making the custom bill layout from scratch in TM9 and have contacted tech support many times all to no avail. Has anyone else experienced any problems with saving to rtf or does anyone have any suggestions on how to fix it? Thanks.
J Ahrens Collen IP Ossining, NY TimeMatters/BillingMatters 9.0 Enterprise SR3A Windows XP Professional Version 2002 Service Pack 2 MS Office 2003 SP3
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Perhaps your signature block here on the Forum is out of date, but it says Time Matters 9 SR2. SR3A was a major update and SR3B is now out, adding links to the latest versions of third-party software. It is possible that SR3B, which bundles all previous fixes, has addressed this RTF issue.

Creating RTF bills works fine on our test systems.

There are some potential work-arounds that depend on what you need to add. Sometimes using fields in the Firm record or using messages can allow you to add information to bill layouts.

Wells Anderson, JD, CIC / Moderator
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Yes, the signature is out of date. We have in fact upgraded to SR3A and will be upgrading to SR3B in a day or two. We have also tested with the default bill layouts (Bill Layout Arial 8, Default and Invoice Layout) and find that we have the same problem on these as well. It happens on bills that exceed one page and typically will be only or two items of data missing. Depending on how many pages the bill is, its not always immediately apparrent what is missing. It might be a date, the hours, staff initials, first line of a description, the charges and typically happens on the last billing item that appears on the bottom of the first page or the bottom of subsequent pages - again it depends on how many pages there are and does not always happen on all of the pages. It might only happen on the last billing item on page 1 and page 3 out of a 5 page bill. We also are finding that at the very top of the first page, there is a comma appearing on all three layouts on both the pdf and the rtf which seems odd. Another thing to keep in mind is that we are an upgrade from TM7 Enterprise to TM9 Enterprise. All of our bill layouts worked flawlessly in TM7. As soon as we upgraded, they stopped working. We have tried reinstalling the TM client on workstations; tried reinstalling MS Word, tried running a detect and repair in MS Word; we have tried modifying the font sizes and box sizes in the bill layout (for our custom layouts) and moving them and it still happens. We have also tried building the report from scratch in TM9 and that has not worked either. We have been troublshooting this now for almost two months with TM Tech Support. We don't know what else we can do. We are trying to find out if there is a way to export or get them copies of our Bill Layouts for them to test with or if they can send us their bill layouts to test with. Let us know if there is anything else we might look at or try. Any help is greatly appreciated. Thanks.

J Ahrens Collen IP Ossining, NY TimeMatters/BillingMatters 9.0 Enterprise SR3A Windows XP Professional Version 2002 Service Pack 2 MS Office 2003 SP3
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