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DCW

Where is the client accounts/funds dialog?

SUGGESTED
Posted By

It may be because I'm using the 14 day trial, but the "client funds" dialog screen is no where to be found (by me). I don't even have the cute little icon of the building on my toolbar

  • 0
    SUGGESTED

    What version of Timeslips are you trialing?  The Starter and Standard versions do not have the Client Funds feature, only Pro or Elite would have that feature.

    Do you take retainers that you bill against, or track client trust accounts? If so, you need Pro or Elite.

    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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