Is there or how do I create a report of clients by bill layout assigned; Timeslips Premium 2021?
Is there or how do I create a report of clients by bill layout assigned; Timeslips Premium 2021?
This can be done using a client custom report. You will want to include the columns for the client name and the bill layout, and possibly the history layout as well. If you need help, it is something that consultants like myself can assist with. Although there would be a fee It Would not be substantial.
Hi jplawoffice
Thank you for your inquiry! We have an article that outlines the steps to accomplish what you need. Please click the link for full instructions: Adding a custom report for determining what clients are on what bill layouts.
Best Regards,
D’Wan Sophia Harvey
Technical Support Specialist
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