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....
Were the items that you tried to change already billed? I have found that already billed items generally don't get changed.
Caren Schwartz (Moderator/CIC)
& Time &
Cents Consultants, LLC
www.3545consulting.com / www.timeandcents.com
Software for Managing Time, Money
Time Matters, Billing Matters,
Billing Matters Plus, PC Law CIC
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.