Billing Matters

Re: Time/Expense Report wtih Phantom Staff

Koakes — Sun, 09 Oct 2011 02:43:31 GMT

Thank you for your question, Caren.

Nope, not billed. Spent two hours on phone with TM Tech Support...we found the billing records with bil_staff column noted as RRR for the ones in question. Some reason that the reindexing and the tag/process/change didn't pick up THAT particular record. Tech Support had no answer but asked me to reindex with Pre-Import Repair checked and then move on to the next client to see if the RRR issue was still there. Will do that tomorrow.

Re: Time/Expense Report wtih Phantom Staff

Caren Schwartz — Sun, 09 Oct 2011 01:48:46 GMT

Were the items that you tried to change already billed? I have found that already billed items generally don't get changed.

Time/Expense Report wtih Phantom Staff

Koakes — Fri, 07 Oct 2011 02:37:05 GMT

Folks, have trainees generally enter time/billing items as RRR (receptionist revolving rotation)(I have high turnover, what can I say). So, during June, July, August, the receptionist enters time as RRR. She got hired in August and so I went back in and changed the RRR billing items to her official MMA designation (her name). On billing items, and on phone records, all show MMA.

HOWEVER, when I print the time/expense history report, I get some line items that are MMA and some line items that still have RRR on them. I have done manual entry on the forms, I have done search, tag, process a change on the billing items from RRR to MMA as Staff.....all looks good...until I run the report and there's the pesky RRR again.

So far this is just one case as I prepared to file an itemized billing statement in bky court today and got stuck trying to figure out WHY.

Anyone know? TM/BM 10 Enterprise. Reindexed weekly....