Prebill filters for clients with balances but no activity

Posted By sgmtoigo over 7 years ago

Our monthly prebill has grown to almost 800 pages, and I've been asked to separate it into clients with current billable slips and clients with balances but no activity and everything but current slips. I've created a new prebill report for clients with current slips, but can't figure out how to filter for only clients with balances but no activity. Outside of manually selecting these clients, which would take forever, is there a simpler way to do this? I've tried filtering every which way to Sunday, but still don't get the report I need.

We are using Timeslips 2015. Thanks in advance for any help!

0 Nancy Duhon over 7 years ago

Why do you need prebills on those clients at all? Are they going to be reviewed or marked up in any way? Sounds like you are good with the bills that have new time as that needs to be reviewed, but the ones who just owe you money can have their bills run as is.

Or am I missing something?
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0 sgmtoigo over 7 years ago in reply to Nancy Duhon

For now, they still want to review them. I'm hoping this will change once they see how nice it is to only review current time, but until then I still need to give them the old info. Any advice on how to do this is appreciated. Thanks!
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0 Nancy Duhon over 7 years ago in reply to sgmtoigo

I don't know of a way to have the program do only the previous balances by themselves. I suppose I would just print all 800 pages and then sort them into the two stacks by hand. Hopefully you will only need to do it a few times before they don't want to look at the previous balance ones.
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0 Caren2 over 7 years ago in reply to Nancy Duhon

One possibility is to run the bills and use the options to filter out the clients with balances only. Then put all the bills you just ran in proof stage. Generate the bills again but this time use the option for clients with balances only. Then print those bills. That will give you two separate piles.
Another possibility is to use the Billing Assistant. When you view the list of clients you might be able to make use of the filters or at least see the clients with $0 value and separate the bill run. You might have to experiment with the filters to get what you want.
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0 Nancy Duhon over 7 years ago in reply to Caren2

Caren:

Yes, if they were actually running the final bills, that would work, but I believe they are looking for a solution when running PREbills right now.
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0 Caren2 over 7 years ago in reply to Nancy Duhon

Thanks Nancy. I guess I should have added, if you want to use bill layouts as pre-bills :)
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0 sgmtoigo over 7 years ago in reply to Caren2

Thank you, Caren. I've never used the Billing Assistant in this manner before, but I think this will be very helpful. Thanks again!
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Prebill filters for clients with balances but no activity

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