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We have some invoices that show the "Invoice Status" as "Posted" where as the vast majority of our invoices show the "Invoice Status" as "Billed". How do we change the invoices that show as "Posted" to show as "Billed" instead ? Thanks.
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I'd like to create a report that pulls in various fields from the Matter form and also pulls in the Notes with a certain code that have been saved to the Matter. I run an advanced search on my matters list, and then click the Print button to open up the Report Specification window. I have a Format already created for the report. I click over to
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We are looking to migrate to Office365 for email and just wondering if there are any issues with O365 and TimeMatters? Thank you.
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Hi, can I safely assing a different form style to a matter code? We have a matter code that currenlty has the default form style assigned to it. we have an existing form style that we would like to use now instead of the default. There is data in the fields. Any issues with reassigning form styles to matter codes that we need to be a aware of? we do
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Thank you for the response! We do have some Phases set up (file --> setup --> codes --> phase codes) but don't see when I look at the billing preferences for the matter there is nothing listed - i do have the add, edit, delete and set up buttons. When I click "set up", it takes me to the same place as file --> setup -->
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We have set up 5 Phase Codes so far (File --> Setup --> Codes --> Phase Codes) but we are not seeing the Phase codes on the Billing item form to select them. We see the "Phase" field on the billing form but the drop down menu is empty. We cannot select anything. What do we need to do in order to be able to select a phase code for
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Any one have any ideas as to how it would be possible that 2 matters show as "related" to every single contact record we have including whenever we open up a new contact ? These 2 matters show up on a blank contact form even before we have added any data. Any ideas on how that could be? We are not sure when this started happening but judging
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We have a tab set up for each matter that pulls in all of the email records that have been saved to the matter. How do we remove/delete a specified relation on an email record? We've got an email record showing up in a matter that it does not belong in. We can tell that someone specified (by mistake) that this email to be related to this matter
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Hi, We are using MS Office 2010 and are on TimeMatters/Billing Matters 10.0 SP3 Hotfix 1011 . We have a lot of merge templates and whenever we run them it saves the documents as .DOC file extension presumably because we have DOC entered for the setting "Set default extension for saving Documents" (File --> Set up --> General --> User
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Hi, Is there a way to add conditional statements to a merge template? We have two fields in the Secondary tab that house information that we want to be able to control how it appears in the merge template. Looking for using IF THEN statements and also if its possible to write a statement where IF X field has a certain value in it, then do Y. Any help