Archive for Billing

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
      faster.
    • 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 http://www.timeandcents.com/contact-us/. We are happy to help.

 

Timeslips v2015 – Should I?

Like the seasons and taxes, new software versions are inevitable. If it’s May then Sage Timeslips is announcing a new version, which is expected to begin shipping in June.
Why should you be interested? Improved workflow and improved efficiency are promised by Timeslips 2015. If you are running v2012, your software will go off support next year. This means that purchasing upgrades will become more expensive. If you are running an older version of Timeslips, which is already off support, you should probably be thinking of upgrading for compatibility with new operating systems and other products.
Upgrading for support is okay, but not exciting. New features that can benefit you and save you time and money are the real reason to upgrade. So what does v2015 offer?
– Simplify the process of identifying draft bills with the new water mark on draft bills. This makes it easy to differentiate draft bills from final bills quickly. Some firms print draft bills on colored paper to help with this process, but that can require remembering to go to the printer and change paper before you start. This new feature can be an automatic part of your billing process.
– Need to track two different addresses for your client – perhaps billing and physical address or summer and winter. If you have been using the notes field or other fields for this you know that this offers no formatting and limited usefulness. With the new secondary address field, the address is easily setup and, there’s a quick “Swap” feature to make it easy to change which address is primary.
– Capturing your work as you do it means better tracking and capture of more billable time. The TimeCapture application has been improved. You can merge slips, drag and drop complete groups for easy merge functionality, more easily create slips and export rules for sharing across the network. You can also create and add filters based on custom search criteria to improve your capture. The speed of the TimeCapture application has been improved. All this helps you capture more of your time, more quickly; generating more revenue for your firm.
– Timeslips has long provided the ability to move clients from open to closed or inactive. As you do this you may receive warnings. With Timeslips 2015 the warnings provide more detail and clearer information to save you time in making decisions as to whether or not to proceed.
– Enhanced text search and conflict checking lets you select specific areas to search. This provided for faster searching.
– Do you have to submit bills to audit houses, e-billing? If not, you may have to soon as more and more we are seeing firms being asked to submit bills this way. With v2015 the workflow has been improved. You can have multiple templates for the same format, a real plus if you work with different audit houses. There is more flexibility with UTBMS codes if using Ledes 98B. Additionally you can create custom names for output files and Ledes customers can export output files to individual files with a nickname 1 or nickname 2 naming convention. These improvements can save substantial time in the electronic billing process, making getting paid easier.

Amicus Attorney 2014

Today Gavel & Gown announced the release of Amicus Attorney 2014. We will provide an article with details on new features in the near feature but here’s an excerpt from the press release:

“Amicus Attorney 2014 has just been released. It comes with a host of substantial new capabilities to help lawyers practice law, with a special emphasis on mobility and workflow. Notable is the new capability of accessing all your documents -anywhere – with a web browser. Your documents are secure at your office on your server, but you can get to any of them with an iPad and Amicus! So you will never get stuck without an important document again. Or if you use Dropbox®, Amicus now has a transparent integration, offering another way to flexibly have access to your documents wherever you are. More mobility has been added with integration at the server level with Microsoft Exchange, meaning that lawyers are always seeing up-to-date, real time information from their Outlook Calendar, Contacts and Tasks, regardless of location or device. The Google® sync has been enhanced to provide the same capabilities for those who use Google apps.

The Billing component of Amicus has also been expanded in 2014, and now lets lawyers email multiple bills to clients in a single billing run, so bills get in the hands of clients sooner and lawyers can get paid faster for the work they do. These are just a few of the many powerful features that were added to Amicus Attorney Premium 2014.

You can learn more at www.amicusattorney.com.

If you are on a maintenance plan, the new version of Amicus Attorney is included as part of your maintenance subscription. If you have questions about the new version, or about Amicus Attorney, billing or practice management, please contact us at 203-254-7736.

TSheets – Capturing your Time

There are many applications that can capture time either stand-alone or integrated with QuickBooks and other products. TSheets is one such application. It can synchronize with QuickBooks Desktop (Windows) or QuickBooks Online. Alternatively, time can be exported to a csv file for import into your billing program.

Why might you, or your clients, use a  time tracking application? Read our review, written in partnership with William Murphy, Senior Editor at Intuitive Accountant. The article can be found at Intuitive Accountant-TSheets Review.

If you would like more information on TSheets, or other ways to improve your time capture and billing process, please contact us for a consultation.

Software for Law Firms – Time Matters

If you have been following our series in Intuitive Accountant, our latest article has been posted. If you have identified your software needs to include billing and practice management, with QuickBooks for accounting, and you want powerful customization in your practice management, then you should consider Time Matters / Billing Matters from LexisNexis.

You can read this article at: Software for Law Firms – Time Matters

Software for Law Firms – Part 3 – Amicus Attorney

If you have been following our series in Intuitive Accountant, our latest article has been posted. If you have identified your software needs to include billing and practice management, with QuickBooks for accounting, Amicus Attorney is worth a look.

You can read this article at: Intuitive Accountant – Amicus Attorney