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  • Invoice List: Invoice Status shows as "Posted" instead of "Billed"

    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.
    Posted to Billing Matters (Forum) by Jennifer Ahrens on Wed, Sep 12 2012
  • Matter report to include Notes

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Fri, Apr 27 2012
  • TimeMatters Version 10 SP3 Hotfix 1011 & O365

    We are looking to migrate to Office365 for email and just wondering if there are any issues with O365 and TimeMatters? Thank you.
    Posted to Time Matters (Forum) by Jennifer Ahrens on Wed, Apr 11 2012
  • Assign different form style to a matter code

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Thu, Jan 26 2012
  • Re: Phase Codes on the billing item form?

    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 -->
    Posted to Time Matters (Forum) by Jennifer Ahrens on Wed, Jan 18 2012
  • Phase Codes on the billing item form?

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Wed, Jan 11 2012
  • 2 Matter records are associated to every Contact record including new contacts

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Mon, Jan 9 2012
  • "Delete" a specified relation

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Mon, Jan 9 2012
  • Set default extension for saving Documents DOC OR DOCX?

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Tue, Jan 3 2012
  • Conditional Statements and Merge Templates

    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
    Posted to Time Matters (Forum) by Jennifer Ahrens on Tue, Dec 6 2011
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