Split Billing Timeslips 2018 2 clients with separate billing cycles

Question

I have a matter that is split 87.5%/12.5% between two clients, both are LEDES1998B uploads, but one wants monthly invoices and the other only accepts quarterly invoices. Unfortunately Timeslips wants BOTH to print at the same time (and for some reason on the same LEDES file? WTH?). To complicate matters, Client #2 also wants to see the full amount of the line items before the adjustment. I tried doing a line item adjustment but that showed a different (incorrect) billing rate on the invoice which I know can lead to the invoice being rejected. 
 I'm flummoxed. 
 LH

Caren2 · Accepted Answer

Timeslips does not support split billing for electronic bills. The only thing you can do to meet all your requirements is not split bill but instead duplicate the slips on each matter. On the matter where they want to see full amount, enter the full amount and put in a discount for the bill at the end. You can use the arrangement adjust total charges. For the other matter, just enter their percentage.

Nancy Duhon · Answer

The only thing I can think of is if you keyed all the References again into the Dummy account instead of using a shared list on a template..... 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

Nancy Duhon · Answer

Yep, you are in a bit of a "between a rock and a hard place" situation. 
 I know of no other program that will simultaneously: split the bill, AND allow different times of billing, AND do LEDES1998B two different ways. 
 I think Caren is on the right track with her suggestions. But I would maybe take a slightly different tack. 
 Just off the cuff: 
 1) Enter all slips on one Timeslips "Client." That will give you a full set of full value slips. 
 2) Before you do any billing, export the unbilled time to a CSV file that we can then import against another account or two if needed (effectively duplicating or copying all the slips). I think duplicating the slips manually one at a time is going to drive you crazy, and lead to human error. 
 3) You can then bill the two accounts however/whenever you like. 
 a) if the monthly one will work using the split billing you have in place, go for it and just strip out the second half of the LEDES file if it has too much info 
 b) then bill the quarterly account with the full values (from the import), and an adjustment to appease the second client. 
 **Note that this will double the hours for your timekeepers as the slips have been duplicated. If that is an issue, we might need to work on that a bit as well. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

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Split Billing Timeslips 2018 2 clients with separate billing cycles

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