Master Client

Question

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?

Nancy Duhon · Answer

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 duhon@duhon.biz

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