I have a number of questions posed by my billing secretary. Any help you can provide will be most appreciated. We are using TM/BM ver. 9 Enterprise.
1. We frequently need to enter payments for a number of different bills. Is there any way to do this that saves time -- any screen which would speed up the process?
2. Occasionally we print a bill for expenses only, and we do this several different months. We then want, at a later time, to print a bill showing all the time in the case. This occurs primarily for contingent fee cases, when we are billing the expenses against a retainer, and want to create a bill showing all the time later in the case if we apply for court reimbursement, or just for internal purposes. My billing secretary says she can create a bill showing just expenses, but if she then posts it the post shows both time and expenses, and that this makes it difficult to subsequently create a bill showing all the time in the case. Is there a way to do this? Is there something we are doing wrong when we post the bill?
3. Client is billed for an amount in excess of the retainer we are holding. An additional retainer is subsequently obtained. My billing secretary says that in this scenario TM/BM will not apply the retainer against the previous outstanding balance when a bill for the next month is prepared. Is this correct? If so, is there a work-around?
4. For reasons that we do not understand, in certain cases the posted invoices are not shown on the invoice tab for the case. Any idea what might be happening?
Roger E. Kohn
Kohn Rath Blackwood & Danon, LLP
P.O. Box 340
Hinesburg VT 05461
tel: (802) 482-2905
fax: (802) 482-2908
Roger E. Kohn Kohn Rath Blackwood & Danon, LLP P.O. Box 340 Hinesburg VT 05461 firstname.lastname@example.org www.kohnrath.com
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