CIC Solutions Forums
Certified Independent Consultant Solutions Forums for
LexisNexis® Practice Management Products
Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs


  • Re: Problem changing multiple billing item records Charge Status-

    Yes, you can do it. The actual value stored in the field -- as opposed to what you see on the form -- is only a single character. When you do a Process/Change, use the single character, as follows: B -- Billable D -- Do Not Bill N -- No Charge O -- Additional Charge Hope that helps.
    Posted to Billing Matters (Forum) by Terri Olson on Mon, Apr 13 2009
  • Re: Multiple Staff in Matter record

    David, The additional staff placed on a matter (or other record) are not contained in the SQL "staff" field in the matter table. They are contained in fields named (in Version 8) "astaff1" through "astaff5". You can filter your results in Crystal by looking for records where Astaff1 = PARA. In a SQL query, you can test
    Posted to Time Matters (Forum) by Terri Olson on Wed, Mar 11 2009
  • Re: Note Summary Greyed Out

    Andrew, It sounds as if you have custom fields set as currency & number. If I recall correctly, you need to set the field type in the default form style to those field types before you can do a Sum or Average on them. If the default form style field (say for User1) is Text, it won't work. Let me know if you need further info.
    Posted to Time Matters (Forum) by Terri Olson on Sat, Aug 16 2008
  • Re: Scan to pdf

    It hasn't disappeared. You have the procedure slightly turned around: Select Save As PDF first, and when you make that selection, the two options for PDFs (Use PDF Template and Use Custom Settings) appear. At that point you can create your own custom setting (which does include the permissions/passwords options mentioned in previous posts). If you
    Posted to Time Matters (Forum) by Terri Olson on Tue, May 20 2008
  • Re: TM refuses to create PDF document

    Merv, I can duplicate this result if I use Email Document as PDF with a WordPerfect document; I will inquire with tech support if this has been reported. However, I can suggest two workarounds for the time being: 1) If you choose Create PDF as the option, and then right-click on the resulting document and choose Email Document, this should work. It's
    Posted to Time Matters (Forum) by Terri Olson on Mon, Apr 7 2008
  • Re: Standard Reports/Save to xls

    Michele, TM saves each page in a multi-page report to a separate worksheet. If you have a 4 page report that you Save to XLS, you will see page 1 on the first sheet, page 2 on sheet 2, etc. You can either click from sheet to sheet to view, copy and paste it onto a single worksheet, or use more advanced Excel functions to combine or consolidate data
    Posted to Billing Matters (Forum) by Terri Olson on Thu, Apr 3 2008
  • Re: Generating letters based on language in the "language field"

    I am with Kevin here, because it seems as if it would be better to have the entire letter in the same language anyway ... it's helpful to have the phrase in Spanish, but if it's going to a primarily Spanish-speaking individual, shouldn't the whole letter be in a language they can read? However, if that's the way you want to do it, you
    Posted to Time Matters (Forum) by Terri Olson on Thu, Feb 7 2008
  • Re: Synching merge templates between remote and main

    Andrew, Are you using the ampersand notation in BOTH the merge form file and merge output file paths? I know that using a local path for the output document has tripped me up when I tried to package the documents. Hope that helps.
    Posted to Time Matters (Forum) by Terri Olson on Tue, Jan 29 2008
  • Re: Billing Records Print Order Error

    It sounds as if you want the records to print in the order entered, regardless of bill code, phase, etc., grouped by date, and you want this to occur without manually inputting a start time on the records. If this is exactly what you want to see happen, all you should need to do is make sure there is NO sort order selected for your time entries (go
    Posted to Billing Matters (Forum) by Terri Olson on Thu, Jan 24 2008
  • Re: Transfer from bill payment to funds

    Some other suggestions in addition to what Jeff recommended .... The difficulty that you've gotten into is due to the fact that you created a billing slip for the "guessed at" amount and billed for the entire amount. I can see why you did that, but to BillingMatters, the payment you then received is for the exact amount you billed, so
    Posted to Billing Matters Plus (Forum) by Terri Olson on Mon, Jan 7 2008
Page 1 of 3 (29 items) 1 2 3 Next > | More Search Options