Time and Billing Reports: “Aging Report”
November 16, 2009
Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
Displaying an “Aging Report” in TurboLaw Time and Billing
In today’s article, we’re going to show you how to display what other billing programs might call an “aging report.”
Note: you can click any of the images in this article to enlarge the picture.
Step 1: Switch to the Bills view by clicking Bills from the left-hand navigation bar.
Step 2: Using the options at the bottom of the left-hand navigation bar, choose to see bills grouped by Age.
That’s it! The bills you see are now grouped by age, so you can see at a glance how many bills are in each age category, and what the totals are for each age category. This is what some programs might call an “aging report.”
You can also print this view by clicking the File menu and choosing Print.
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!
Time and Billing Reports: Client Recap
November 9, 2009
Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
How to Produce a “Client Recap” Report in TurboLaw Time and Billing
What some billing programs might call a “Client Recap,” TurboLaw Time and Billing calls “Account History.”
TurboLaw Time and Billing makes it very easy to see a “client recap” report for a particular client.
Step 1: Open the client you wish to view the recap report for.
Step 2: Click the Account History button.
That’s it! The account history window is the TurboLaw Time and Billing equivalent to a “Client Recap” report in some other billing programs. You can view the account history as either a “tree” type view (with items “grouped” into 4 main groups) or as a grid (like a check register). You can also print both views by clicking the Print button.
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!
Time and Billing Reports: MTD or YTD billed by client or time keeper
November 2, 2009
Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
How to Produce MTD or YTD “Billed by Client” or “Billed by Time Keeper” Reports in TurboLaw Time and Billing
In today’s article, we’re going to describe how to produce a class of reports, and not just one particular report. Specifically, we’re going to show you how to produce MTD (month-to-date) or YTD (year-to-date) “Billed by Client” or “Billed by Time Keeper” (what TurboLaw Time and Billing calls “Staff Member”) reports.
Although TurboLaw Time and Billing doesn’t let you restrict the displayed information to just a particular range of dates (e.g., YTD or MTD), you can easily export the data you see on your screen into a program such as Microsoft Excel, which is capable of very advanced data manipulation and display – including the desired MTD or YTD reports.
In general, it is possible to pull up these types of reports in Excel in just a minute or two.
Note: you can click any of the images in this article to enlarge the picture.
Step 1: From the Home screen, click the Add/Edit Work Items button to bring up the Time/Work window.
Step 2: From the Time/Work window, click the Export button and save the exported data on your computer.
Step 3: Open the file you just saved with your preferred spreadsheet program (e.g., Microsoft Excel).
Step 4: Now that you have the data in Excel, you can bring Excel’s advanced filtering and reporting tools to bear on it. Just select the columns you would like to filter by, and then click the Sort and Filter button in Excel.
(Note: these pictures are taken from Microsoft Excel 2007 – if you are using a different version or a different spreadsheet program, your options will look different. Please consult your program’s help file for how to perform the equivalent steps in your particular program.)
Step 5: Set the filtering options you would like on the columns you have selected. You can do this by clicking the little drop-down type box which appears in the heading of each column.
Above: the Date column showing the filter drop-down button
Above: the filter drop-down lets you filter dates in any way you like. In this picture, we are filtering for YTD (year-to-date).
Above: you can also filter by name. In this picture, we are filtering by client name.
That’s it! Now your data is filtered to be either MTD or YTD, as well as restricted by client or time keeper (what TurboLaw Time and Billing calls “Staff member”).
You can print this data directly from Excel, or use it to perform other manipulations on the data – for example, you might want it to sum up the Amount column.
Of course, there are no limits on what you can do to the report – Excel provides a tremendous number of tools for analyzing data such as this. The only real limit is your imagination as to what sorts of reports you’d like to see!
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!
Time and Billing Reports: “Open Slips”
October 26, 2009
Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
How to Produce an “Open Slips” Report in TurboLaw Time and Billing
In today’s article, we’re going to explain how to produce what some billing programs call an “open slips” report.
In TurboLaw Time and Billing, what other programs might call an “open slip” we call simply an “unbilled” item. Here’s how to see a list of unbilled items.
Note: you can click any of the images in this article to enlarge the picture.
Step 1: From the Home screen, click the Add/Edit Work Items button.
This will bring up the Time and Expenses window.
Step 2: Click the Status column to sort the items by status (billed or unbilled). You’ll have to click the column twice if you want unbilled items to appear first (the first click sorts the list alphabetically, the second click reverses the sort).
Once the list is sorted, you are looking at your report of unbilled items – in other words, the “open slips.”
You can either print this report (click the Print button) or use the Copy or Export buttons to copy the list to another program or save it as a file for further modification.
That’s it! That’s how you pull up a report of unbilled items in TurboLaw Time and Billing – what other programs might call an “open slips” report.
Pro Tip: the steps above will show unbilled items for all clients – if you want to restrict your report to the unbilled items for just one client, first open that client’s window and choose the Edit Time/Work option as shown here:
This will display the same window, but the items shown will be only for that one client.
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!
Time and Billing Reports: “Open Invoices”
October 19, 2009
Often, users of TurboLaw Time and Billing who are switching from another time and billing system want to pull up certain types of reports, but they only know the name of the report from their previous billing system.
To help with this, we are going to be posting a series of articles that describe step-by-step how to produce the same reports you’re used to from your old billing system in TurboLaw Time and Billing.
Displaying an “Open Invoice” Report in TurboLaw Time and Billing
In today’s article, we’re going to show how to display an “Open Invoice” report in TurboLaw Time and Billing.
In TurboLaw Time and Billing, “Invoices” are called simply “Bills,” and bills can be either Open (Unpaid) or Closed (Paid). Here’s how to bring up a list of Open (Unpaid) Bills, or what other programs might call “Open Invoices.”
Note: you can click any of the images in this article to enlarge the picture.
Step 1: Switch to the Bills view by clicking Bills from the left-hand navigation bar.
Step 2: Using the options at the bottom of the left-hand navigation bar, choose to see Unpaid Bills. You can choose to group the bills in any way you want – for simplicity in this example we choose No Grouping to produce just a simple list of bills.
The list you see will be all of your open (unpaid) bills – that is to say, all of your “open invoices.” You can print this list by clicking the File menu and choosing Print.
That’s it! That’s how you bring up what other billing programs would call an “Open Invoices” report in TurboLaw Time and Billing.
As always, our goal is to make TurboLaw Time and Billing as easy to use as possible – and that includes making it easy to switch to TurboLaw Time and Billing from another billing program. If you have questions about how to produce a report from your old billing program in TurboLaw Time and Billing, feel free to ask us!
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