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mgshanley

Starting new

Posted By

I have not used timeslips in over a year and used with another attorney.  I want to delete and or remove past clients and have new database.  I want to keep some of my client information but want to remove all prior billing and account transactions/information.  Thoughts?  Thanks, Mike

  • 0
    If you are sure that is what you want to do, then: File, New, Database based on Current should get you all the names (Timekeepers, Tasks, Expenses, Clients), but no transactional data (No slips, bills, balances, funds). Then just delete any clients you don't want to take forward.

    You will need to enter starting balances for those you want to keep.

    Hope this helps.

    Nancy Duhon, Esq.
    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney
    Duhon Technology Solutions, LLC
    a member of Certified Resources Network, LLC
    [email protected]
    404-325-9779
    Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

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