Clio – Another look

If you are looking at Clio, especially linked to QBO, please check out my updated review in Insightful Accountant at Another Look at Clio

QuickBooks 2018

For some September means the end of summer and back to school. For accountants, bookkeepers and QuickBooks desktop users it means it’s time for a new version to be announced. This year Intuit has added new features that can benefit all users of QuickBooks. There are detailed articles on the new features written by my colleagues William Murphy at Insightful Accountant and Charlie Russell with Accountex Report. I have provided links to their articles for those that want more detail but here’s some highlights of what’s new.

  • Multiple monitor support for up to three monitors. Move full windows of QuickBooks to another monitor to see and work with more information at once.
  • Chart of accounts search. Find accounts in the chart of accounts based on any part of the name.
  • Cash/Accrual toggle on reports making it easier to switch modes.
  • Past due stamp on invoices.
  • Keyboard shortcuts for copying and pasting lines in transactions.
  • Inventory report enhancements.
  • Merge multiple vendors – QuickBooks Accountant and QuickBooks Enterprise Accountant only.
  • Secure web mail – you will no longer have to enter your password everytime you want to send an email.
  • You must have Internet Explorer 11 for use of many features of QuickBooks. Older versions are no longer supported.
  • Remain logged in so you don’t have to login every time you open or switch companies. While this is a great convenience, it does reduce the security of your data so think carefully before turning this on.

If you have questions about the new features or would like to discuss upgrading your QuickBooks contact us, we are here to help

Choosing Billing Software

When choosing billing software there’s a lot to consider. Getting it “right” the first time will save expense and hassle and help the firm become more efficient and more profitable.
Where do you start? Check out my article Choosing the Right Legal Billing Software in GPSolo.

If you need guidance or want to discuss options, please Contact Us

Tabs3 Subscription Offering – You have a choice

Many firms like to buy and “own” their desktop software. But some firms prefer the idea of paying a monthly fee rather than a big initial outlay. Tabs3 has recognized the need for flexibility and choice for those firms considering their Platinum SQL products. Now you have a choice and can choose the pricing plan that is right for you.

Tabs3 Platinum SQL products offer additional features like Tabs3 Connect, HotBackup, AutoRecovery and eNote, along with taking advantage of the 64-bit capability of  computers. These features can make even small firms more productive. For some firms the initial outlay was a deterrent to gaining these benefits. Now Tabs3 offers the ability to get these features at a monthly price. You still choose the modules you want – Tabs3 Billing, Tabs3 Financial and/or PracticeMaster.

If you have been thinking of going to Platinum SQL, let us know, we can give you a quote and help you decide what is right for your firm.



Getting to Know 35*45 Consulting

I am proud to be an associate of 35*45 Consulting. For those not familiar with our group, Ken & Nancy, two of the partners, were recently interviewed by Uptime Legal Systems. The excerpts from the interview really address what we as a group stand for. You can read the interview at Getting to Know 35*45 Consulting

Timeslips 2018

It’s July and it’s time for a new version of Timeslips. Timeslips 2018 is scheduled for release on Tuesday, July 18, 2017.

We are often asked “Should I update?”. The answer is usually “it depends”. Factors like what version are you currently running, and what is your operating environment are as important as looking at the new features. While you may have heard rumors that Timeslips is going to a subscription model, this is not true. As Timeslips certified consultants, we can sell you a perpetual license version, with or without a support plan, or a subscription version. The choice is yours and we can help you choose.

This year there is an additional factor. Sage has announced that they will only be supporting the current version and one version back. Therefore, as of August, only Timeslips 2018, 2017 and Premium (subscription version) will be supported. If you are running E-Center or accepting credit cards through Sage Timeslips, you will need to be on a supported version. Upgrading while on a supported version is also less expensive. If you are on an older version of Timeslips and running Windows 10 or Office 2016, or planning to, it may be time to upgrade. Similarly, for larger firms that have not yet upgraded, the additional capacities and performance benefits of the newer versions mean that it may be a good time to upgrade.

Timeslips 2018 also offers some new features.

  • Quick Bills allow you to build a bill all in one screen. When you are billing a one time client, or just trying to get one bill out, this feature can speed up the process.
  • Fee Allocation expanded. Previously Timeslips was limited to three categories for fee allocation reporting. With Timeslips 2018, this has been expanded to 10 categories, adding more power and flexibility in reporting.
  • Set the start day of the work week. This setting affects reports that total amounts by week and lets you set a work week that matches how your firm measures a week.
  • Timeslips shows hints in name lists when My Lists are active. While a small thing, this will probably save many calls to consultants. Have you ever looked at the client list and known that people were missing but can’t determine why? When my list is active, your lists are filtered based on your assigned names. This was sometimes activated by mistake or activated and forgotten leading to frustration in finding those missing names. Now a simple reminder will help you know to change to all, and “find” those missing names.
  • Option to show contact email addresses on pre-bill worksheets
  • New bill layout options to control page break before consolidated bill summary
  • Improved performance
    • If your database includes a lot of consolidated bills, opening the Reprint Bills list (select Bills > Reprint
      Bills ) could be slow. You can now unmark the ‘Show consolidated projects separately’ option to
      improve performance.
    • You can use the Split Billing Rules dialog box (select Bills > Split Billing Rules ) to maintain split
      billing. If you have a lot of rules, this list could open slowly.
    • When working with timesheets, the list of timesheet templates (select Slips > Time Sheet > Slip
      Templates ) loads much faster.
    • Fee Allocations report and Fee Allocation by Period report have been optimized to generate much
    • Timekeeper Collections report and Timekeeper Collections by Period report have been optimized to
      generate much faster.
  • eCenter Data Transfer Utility is now part of Timeslips, making it easier to use.
  • View all reports on one list and “search for report” field. This can be especially useful if reports have been moved from default locations

Many of these features were previously added to Timeslips Premium, so they have already been tested. If you would like to review the system requirements, please go to Timeslips system requirements

If you want to know if upgrading is right for you, get pricing or have questions about the new features, please contact us at We are happy to help.