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Tish Crolius

Master Client

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I have never set up any of our clients as Master Clients before.  Our clients are simply set up with references.  Once a client is set up, can it be switched and set up as a Master client or does it need to be set up as a Master client from the beginning?  I thought it needed to be set up from the beginning because that way every sub-matter would have it's own A/R.  As we have it set right now the client has one A/R.  Also, it seems that having some clients as Master client with sub-matters and others set up with references will affect the reports as well.  Is this correct? 

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    Okay, let's try to take these in order:

    1) Once a client is set up, can it be switched and set up as a Master client or does it need to be set up as a Master client from the beginning?

    A) You do not HAVE to set it up as a Master in the beginning. You can change it to a Master later.

    Think of it this way, often the firm will start with just one issue for that client, so no Master set up. Then, the firm does good work and the client comes back to them with more work. IF the firm wants to track each piece of work as a separate matter with a separate invoice number and A/R, then we would change the first account to the master and set up the new accounts as Client.Projects of that Master.

    The Master toggle can be checked and unchecked at any time. What will matter is the NAMING of the accounts using the Client.Project naming convention. THAT is what will tell Timeslips to group them together, and allow for a possible "subtotal all Projects" on some of the reports.

    2) Also, it seems that having some clients as Master client with sub-matters and others set up with references will affect the reports as well.  Is this correct? 

    A) Yes, this is correct. Any Reference subtotals are combined into the one A/R balance for the client. If you break them out into their own "client" record, then they can have/track their own A/R balance. 

    Just to be thorough, using References vs. Client.Project is not mutually exclusive. I.e., you can have Client.Projects that ALSO use References! Yep, it can get crazy, but it is common to see that with LEDES billing since we use the References for the L Codes.

    As with most things Timeslips, we can be VERY flexible about things to get you what you want.

    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
    [email protected]

  • 0

    Good Morning Nancy,

    I have more questions.

    1.  If the client that I need to switch to Master wants the references that have already been created to be switched to Client.Projects.  I may run into a problem with Timekeepers billing entries to the references under the Master client instead of to the Client Projects.

    2.  Naming of the Client.Projects.  I only have so many characters to work with and in the past when I tried to extend the characters, it affected my reports and the columns within the report.  We use client number and a small description of the client number for our Nickname 1.  Example:  A client's name could be Clearbook Park Association, Inc. and their client number is 20293. Their Nickame 1 is 20293 CleabkPk and Nickname 2 is 20293 or client's name is Sunrise Lakes Condominium Apartments Phase 3, Inc. 2, their client number is 1766, their nickname 1 is 1766 SunrLks3,2 and Nickname 2 is 1766. This does not allow for much room to add a Client.Project name.  I thought about naming the client.project 20293.1 or 20293.0001, but how is the timekeeper going to know the actual name of the client project with just a number?

    3.  Can a Client.Project also have references or other client.projects?

    4.  I was advised that sometimes the Client.Project will eventually become be a Master client.  See our Master client in this particular case is a Developer and the Client.Projects we want to create are Homeowners & Condo Association. They are still under developer control, but once they turnover from the developer, they will be a Master client.  So not sure how that would work.

    5.  If each client.project gets a separate invoice and separate A/R and the attorney or the Master client wants to know what invoices are outstanding for the Master and all of it's client.projects or the total amount due for all combine, how am I to know that?

    6.  Not sure if we need to create a separate invoice template than the one we already have.  If feel like we may have to. 

     

  • 0 in reply to Tish Crolius

    Sorry  , but that is a bit more assistance than I am comfortable providing Pro Bono on this board. 

    I am happy to work with you directly on this, but it would be a billable event for me. 

    Reach out via the email and phone below if you are interested.

    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
    [email protected]

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