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  • Report on referral sources

    The billing preferences general screen has a place to enter the referral source (referred by). I cannot find any way to run a report based on that information so that I can track referrals. Help?
    Posted to Billing Matters Plus (Forum) by Ed Enoch on Wed, Dec 19 2007
  • General Ledger Distribution Report

    I am using TM/BM 7.0 ver 2a. My GL distribution report shows one transaction out of balance. It shows the undeposited funds for the transaction but does not allocate the funds to client fees on the the credit side of the transaction. I have checked the billing preferences for the matter to make sure client fees is set in the GL account window. I have
    Posted to Billing Matters (Forum) by Ed Enoch on Wed, Feb 28 2007
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