How do tag a pre-bill with what attorney the bill is to go to? I just printed over 500 clients and some I'm not sure what attorney to have review the bill.
How do tag a pre-bill with what attorney the bill is to go to? I just printed over 500 clients and some I'm not sure what attorney to have review the bill.
We setup a custom field so we can assign an originator to each client. When you print the pre-bills you can select the originator you want to print.
Ok Angela where do you put this in timeslips?
I see where we can tag what attorney but does this print on the pre-bills?
I see where we can tag what attorney but does this print on the pre-bills?
Hi Mieko, assuming all the client records have an attorney assigned, you would still need to either filter for that attorney alone OR sort the pre-bills by that field. Please note my response to your private message and let me know if you would like to engage. Thank you!
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