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  • Re: Culling related records and report making

    Joe, If you want more flexibility in reporting than Time Matters provides, you have the option of using other database reporting software to generate your reports. Your options include Microsoft Access, Crystal Reports, and SQL Server Reporting Services among others. Additionally, if you are using the professional edition of TM, you would need to purchase
    Posted to Time Matters (Forum) by Mike Williams on Mon, May 12 2008
  • Re: No GL entry on reconciled transactions!

    If I understand the problem, you are trying to post your transactions using the Payables GL Distribution report, but no GL distributions are assigned. If this is the case, you should be able to go to the accounts payable entries that for each of the checks and edit the gl distribution. If you use check express to print checks, it automatically creates
    Posted to Billing Matters Plus (Forum) by Mike Williams on Wed, Oct 31 2007
  • Re: A/R Distribution Error - "Out of Balance"

    If I understand this correctly, when you investigate the out of balance transactions, you find invoices with missing detail lines, but when you go to the matter, you see billing items that should have shown on the invoice. If this is the case, then technical support may be able to help you. I believe that have a utility that they can run to re-link
    Posted to Billing Matters Plus (Forum) by Mike Williams on Wed, Oct 31 2007
  • Re: Removing defunct lawyers

    Another method that I have heard of consists of: 1. create a new staff with a code starting with 'Z'. If the departing staff had a code of "AR", you would create a new staff using "ZAR". 2. Reassign all of the records to the new staff. For instance, assign all "AR" records to "ZAR". 3. Remove the "AR"
    Posted to Time Matters (Forum) by Mike Williams on Tue, Jul 18 2006
  • Re: TM7E fields not selected correctly in Crystal Reports XI - wrong data, selects wrong records

    Rick, One of the problems you may be related to form styles. If you have different from styles for contact records, then the contents of a field my be of a different type based on which form style has been applied. Another problem you may be having has to do with the format of dates in Time Matters. They use a Clarion date format. You can find more
    Posted to Time Matters (Forum) by Mike Williams on Sun, Jul 9 2006
  • Re: Questions about Alerts

    Duy, Alerts I don't know a way to filter the todo's on the list. If you set a form style for the deadline classification code, you could set the alert and then change your default form style to not set an alert. This way, only deadlines would appear on the list unless the uses manually made changes to the record. Inactivity Watch Have you checked
    Posted to Time Matters (Forum) by Mike Williams on Sun, Jul 9 2006
  • Re: Tax Preparation Report

    For one of my clients, I placed the account used by the Account in the Category field. That way, my client can print a summary income statement and summary balance sheet summarized the way the accountant wants to see it. It's not perfect, but it seems to work. Of course, this won't work if you are already using you chart of accounts categories
    Posted to Billing Matters Plus (Forum) by Mike Williams on Sat, Jul 8 2006
  • Re: Create Invoices With Descriptions

    Since you didn't explicitly mention it, I thought I would ask... Did you enter the Phase on each of the billing items? Mike Williams
    Posted to Billing Matters (Forum) by Mike Williams on Sat, Jul 8 2006
  • Re: How to prevent Outlook security warning?

    Barrett, Go to the user level setup>email tab, click on the Set Inbox Options, and then click on the Account tab. Then, select your MAPI account and click"change". The trick is to select the "Use Extended MAPI" option. Mike Williams, CIC
    Posted to Time Matters (Forum) by Mike Williams on Sat, Jul 8 2006
  • Re: trust checks for multiple matters

    John, The only way to print a trust check for multiple matters is to use the "Automatically apply funds to new charges on bills" option. Since you want a separate check for fees and expenses, you would have to set up separate trust accounts for fees and expenses. I don't know what your objective is, but you could write a check from your
    Posted to Billing Matters Plus (Forum) by Mike Williams on Sat, Jul 1 2006
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