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TM10 and invoice copies

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Joseph Nierenberg Posted: Tue, Jan 26 2010 10:17 AM

TM10 sends a copy of invoices to the document list.  It seems to me that TM10 also continues the behavior of sending copies of invoices to an &Bills folder.  (1) Is that correct, that all invoices continue to get copied to the &Bills folder?  And (2), if so, then is it correct that, at the end of an appropriate period, I could delete the document list invoice copies instead of archiving them and not really lose anything?

Joseph Nierenberg
Nierenberg Employment Law, PLLC
Consulting – Litigation – Training
Minneapolis, Minnesota

Top 10 Contributor
Posts 1,699

Both of these are optional.

Under file - setup - general - program level.  Click on Billing - Inv & Allocations. There is a setting "Create Document Records When Posting Bills". If you check this, you get the document record. You can look at the document record to see where it is pointing to, but you do not need the document records if you don't want them.

When you go to Billing - Create Bills on the Options tab there is an option to "Save Copy to Disk for Reprinting Bill". This option is what stores the PDF in the Bills folder.



Caren Schwartz (Moderator/CIC)

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