Editing Timeslips After Bill is Approved

Hello..I hope someone can be of assistance.

I have prepared timeslip client entries for billing.  Afterwards I realized the text portion of the slips need editing due to extra spaces which cause strange formatting when printing the report for filing with a motion.  In an attempt to fix them, I get a message (or just beeps) saying that I cannot edit the slip since it has been approved for billing.  I cannot figure out how to unlock them to edit them.  Any advice would be appreciated.

Parents
  • 0

    As a broad, general rule it is not possible to edit a time entry once it has been billed.  This is for audit  and control reasons.  We need to insure that what the client saw on the bill presented to them remains what the system has as a record.  

    It is possible to temporarily allow you to edit billed slips, but I will not post how to do so in a public forum as I view it as a dangerous thing that opens the database up for fraud.  Not that you yourself are trying to commit a fraud by changing the slips, but that some later/other reader might be interested in doing so.

    I also find it rarely necessary.

    What sort of "strange formatting" are you trying to fix?  What sort of report are you printing to accompany the motion?  Have you tried the History Bill for the Court report?  We include that report precisely to give you something that "looks like your invoice" to submit with Motions for Fees.  It usually formats quite nicely and fits most people's needs.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,

    Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

Reply
  • 0

    As a broad, general rule it is not possible to edit a time entry once it has been billed.  This is for audit  and control reasons.  We need to insure that what the client saw on the bill presented to them remains what the system has as a record.  

    It is possible to temporarily allow you to edit billed slips, but I will not post how to do so in a public forum as I view it as a dangerous thing that opens the database up for fraud.  Not that you yourself are trying to commit a fraud by changing the slips, but that some later/other reader might be interested in doing so.

    I also find it rarely necessary.

    What sort of "strange formatting" are you trying to fix?  What sort of report are you printing to accompany the motion?  Have you tried the History Bill for the Court report?  We include that report precisely to give you something that "looks like your invoice" to submit with Motions for Fees.  It usually formats quite nicely and fits most people's needs.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,

    Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

Children
  • 0 in reply to Nancy Duhon

    The formatting issue is that there are sections of blank spaces between timeslip entries when printing a 'Slip Listing' for a particular client.  I am not sure, but think that there are possibly extra spaces in the text field on the slips where the description of the work performed is written.

  • 0 in reply to CLLC

    I see, does it do it on a History Bill for the Court as well?

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,

    Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    CLLC,

    If you need to revise slips that were on ONLY the client's last bill, there is a chance that you can undo the bill, make the changes, and then regenerate the bill again.  I agree with Nancy, however, that you may want to make sure that you don't end up with something in your database different than what your client received as a bill, so I would be extremely careful.

    Hope this helps.

    -laurie