Tips

Timeslips to TurboLaw: How to print a worksheet in TurboLaw Time and Billing

TutorialToday’s tip is for people who are switching to TurboLaw Time and Billing after having previously used Timeslips.

One of our customers, a former user of Timeslips, called asking if she could print worksheets in TurboLaw Time and Billing. If you’ve been wondering the same thing – here’s your answer!

Our customer explained that the type of “worksheet” she used to print was just a list (a grid, really) of the time/expenses for a particular client or staff member. Since TurboLaw Time and Billing allows you to print just about anything you see on your screen, all you need to do is just bring up a list of the time/expenses for a client or staff member and you can print that out as a “worksheet.”

For a client, you do this by first double-clicking the client’s name from the Clients list. Then, click either the Time/Work button or the Expenses button (circled in red in the picture below), and choose Edit Time/Work or Edit Expenses.

edit-client-window

This will open a new window which shows you the time and expenses for this client.

time-and-expenses

Note the Print button (we’ve circled it in red) in the top-left corner of the window – this means that you can print what you see on the screen!

Just click the Print button to print out the list that you see – this is your worksheet! (You can also choose Print Preview and save the results as a PDF, or add watermarks, headings, and other options – or choose Page Setup to make changes to the page margins.)

If you would rather see the time and expenses for a particular staff member, just switch to the Staff list, select the staff member you’d like to view work for and then click on View Work (circled in red in the picture below).

staff-view-work

The same sort of window will open up as shown previously, except now it will list time and expense entries for that staff member, instead of for a client. You can print the list just the same as before.

TurboLaw Time and Billing allows you to print just about anything you see in the program – most windows have a Print button in the upper-left corner, and if you see a print button – you can print what you see!

Although the terminology used in TurboLaw Time and Billing is sometimes different from other billing programs (we try to stick with “plain English”), you’ll find that you can still do most – if not all – of the same things. Of course if you are not sure how to do something, just contact us and we’ll be happy to help you!

Transferring TurboLaw to a new computer

Note: This article refers to TurboLaw Document Software, not TurboLaw Time and Billing.

Lots of people get new computers around this time of year, and it’s an unfortunate fact of life that when you get a new computer, you have to re-install all of your programs on that new computer – and TurboLaw is no exception.

Of course, here at TurboLaw we try to make the process of moving to a new computer as easy as possible. So if you’ve got (or are going to get) a new computer (either as a gift or because an old computer died), here’s some tips and information to help make it a little bit easier to get your TurboLaw software up and running again.

Lost your TurboLaw CD? No problem!
Just give us a call at (800) 518-8726 and let us know. We’ll give you a special web link you can use to download the software on your new computer.

Using TurboLaw on a Network?
In most cases, if you have TurboLaw’s data saved on a network, you don’t need to “move” anything from your old computer – since all your data (cases, documents, files, etc.) is saved on your network, not on your computer. Just re-install TurboLaw on your new computer, use the Network Setup Assistant to point it to where your data is on the network, and you’re all set!

Need to transfer your cases and documents to a new computer?
Although copying your cases and documents to a new computer is fairly easy, we’ve gone and made it even easier by providing you with a utility to help “migrate” your TurboLaw cases and files to a new computer.

We call it the “Migration Wizard“.

The TurboLaw Migration Wizard

The TurboLaw Migration Wizard

This handy little program will archive all of your TurboLaw cases, documents, and files into one handy little “migration file” which you can easily copy to your new computer using a disk, send via email, copy over your network, save to a USB memory stick, or any other method you want to use.

Once you’ve got the migration file on your new computer, this same little program will help you “un-pack” all of your TurboLaw cases and files into your new computer. Easy!

You can download the Migration Wizard here and read instructions on how to use it here.

Don’t forget to register!
When you install TurboLaw on a new computer, you will have to register it on that computer. TurboLaw will prompt you to do this the first time you open it, although you have up to 30 days before you must register. Once you’re satisfied that all your cases are moved to your new computer, you can un-install TurboLaw from your old computer (Start > All Programs > TurboLaw > Uninstall TurboLaw or use the Add/Remove Programs control panel applet) and register TurboLaw on your new computer. No “codes” or any other information is required to register on-line (just click the “Register Online” button when prompted). If you can’t register on-line for any reason, just give us a call.

Not sure what to do?
If you’re not sure what to do when it comes to transferring your TurboLaw data to a new computer (or if you even need to do this), just contact us – we’re here for you.

Did You Know: Where your Data is Saved

Did you know that TurboLaw Time and Billing saves everything you enter into the program into a single, convenient, easy-to-locate file?

By default, TurboLaw Time and Billing saves everything you enter into a file called “TurboLawBilling Database.mdb,” and it saves this file in your My Documents folder, in a folder called TurboLaw Time and Billing. This one file contains everything you’ve ever entered into the program – staff, clients, time, expenses, payments, and bills.

The TurboLaw Time and Billing Folder, which appears in your "My Documents" folder on your computer.

The TurboLaw Time and Billing Folder.

A sample TurboLaw Time and Billing database file.

A sample TurboLaw Time and Billing database file.

When it comes time to make a backup of files on your computer, or if you just want to share your data with another user in your office, this file can be easily backed up or shared with other users just as you would share any other file on your computer.

Although this data file is called a “database,” it’s also a file – which means you can treat it just like other files on your computer. You also don’t need a special database server to share it with other users in your office – just put it wherever you share your other files.

You can open a TurboLaw Time and Billing data file by using the File > Open menu. TurboLaw Time and Billing remembers the last file you opened and will keep opening that same file each time you open the program, unless you choose to open a different file.

You can also save a copy of your TurboLaw Time and Billing data file by using the File > Save As menu. When you do this, TurboLaw Time and Billing creates a copy of your data file, and then opens that new copy.

Being able to treat your TurboLaw Time and Billing database as a file is just another way we’ve worked to keep the program simple and easy-to-use.

Did You Know: The Calculator Drop-Down

Did you know that TurboLaw Time and Billing has a built-in calculator in places where you type in a dollar amount?

Although virtually every computer has some sort of calculator program built-in, it might take you a few seconds to bring it up – or even longer if you’re not sure where where it is. Fortunately, TurboLaw Time and Billing has its own calculator built right into the program, and bringing it up is as easy as clicking a button.

The Calculator in TurboLaw Time and Billing

The Calculator in TurboLaw Time and Billing

In any place where you’d type a dollar amount (for example, when entering an expense) you can click the drop-down arrow button on the right side of the box to bring up the in-place calculator.

This calculator works just like most desk calculators, so you can use it to add up expenses quickly (perhaps if you are consolidating them) or just to do any other quick calculation you might need.

This is just another example of our attention to detail in TurboLaw Time and Billing. Using the calculator in your computer or on your desk might not take much longer, but those seconds can add up – and if you have trouble finding your calculator, that little bit of frustration you feel can add up too.

“Easy to use” means more than just making a program simple, it also means making it convenient, and we strive to provide that convenience to you in every aspect of our program.

Did You Know: Printing Time, Expense, Payment, and other Items

Did you know that you can print out a paper (or PDF) copy of just about everything you see in TurboLaw Time and Billing?

Although TurboLaw Time and Billing saves everything you enter, sometimes you’d also like to have a paper printout. Fortunately, this is very easy to accomplish in TurboLaw Time and Billing. Almost every screen you see has a Print button which you can use to print whatever you are currently viewing. Here are a few of the print buttons from various windows in TurboLaw Time and Billing:

You can print individual items (such as a client’s entry, a time entry, an expense entry, or a payment entry) or you can print out a list of items (such as the list of clients, the list of time & expenses, or the list of bills).

The Print button also gives you all the usual printing options you’d expect – printer setup, page size, etc. – as well as offering you a Print Preview option, which opens the standard TurboLaw Time and Billing Print Preview window.

The Print Preview Window (click for larger image)

The Print Preview Window (click for larger image)

From the Print Preview window, you can not only print what you see to your printer, but you can also export what you see to any of the different file formats that TurboLaw Time and Billing supports – such as PDF, plain text, RTF (for Microsoft Word, WordPerfect, OpenOffice, or any other word processing program), or even as an image.

Supported file formats for exporting (click for larger image)

Supported file formats for exporting (click for larger image)

As you can see, TurboLaw Time and Billing can be used to print much more than just bills and statements. As always, we encourage you to use the program however you see fit and in whatever way best suits your firm’s business.

Did You Know: Searching in TurboLaw Time and Billing

Did you know that TurboLaw Time and Billing has a built-in search feature that’s easy to use and lets you quickly locate bills, expenses, time entries, payments, and clients?

The search box is located in the upper-right hand corner of the main window, and using the search box couldn’t be easier – just type in something you’d like to find and press the Enter key on your keyboard (or click the search button – the magnifying glass).

TurboLaw Time and Billing’s search is simple and easy to use. Let’s say a client calls you with a question about a bill. You can ask your client for the bill number that’s printed on the bill and then type that into the search box.

Once you press Enter (or click the search button), the search results screen will appear. In the example picture shown below, the very first result is the bill that matches the bill number we sought.

You aren’t limited to searching by number, either. Let’s say you wanted to look up all the items you’d entered that were for transcription – you could just type in “transcription” and press Enter.

The results appear almost instantly. You can also search for a client’s name.

Additionally, if you search from the main window, TurboLaw Time and Billing keeps a history of everything you’ve searched for (until you close the program), so you can recall searches you’ve made earlier if you need to.

With TurboLaw Time and Billing’s simple search, there are no complex search keywords to memorize, or confusing options to select. Just type what you’re looking for and you’ll find it – quickly and easily.

New Feature Highlight: Column Resizing and Sorting

One of the changes we made in Version 1.11 of TurboLaw Time and Billing was the way that the bills list was sorted. Previously, the list started with the bill number followed by the client’s name. Perhaps somewhat confusingly, the list was sorted by bill date by default.

Although it seemed natural to us that bills should be sorted by date, it was also natural to want to scan the list visually and find a bill by the client’s name. So, we changed the layout of the list. Now, the client’s name is listed first, and by default the list sorts by client name.

In making this change, however, we discovered that very few people realized that you can change the size of the columns, or even sort by a different column if you wish.

Resizing a column is as easy as grabbing its edge with your mouse and dragging it to the desired size, and sorting a column is as easy as clicking the column heading. You can also double-click the edge of a column heading to force it to adjust automatically to the “best fit” for whatever is in that column.

Read the rest of this entry »

New Feature Highlight: Template Designing

One of the major changes for version 1.11 of TurboLaw Time and Billing was the new “drag & drop” field list in the template designer.

These drag & drop fields make it easy to customize your templates so that information (such as the bill number, the date, your address, and the details of the bill) appear exactly where you want them to. This makes designing a template less like a complex technical process and more like putting together a simple mail merge – as you might do for printing envelopes or mailing labels.

If you’ve ever done a mail merge in another program (such as Microsoft Word/Publisher/Works, or WordPerfect, or OpenOffice) the process for designing your template will seem very familiar. If, on the other hand, you’ve never done mail merge before, there are many excellent resources to help you become familiar with the process:

Once you understand the basics of mail merge, you can begin dragging & dropping fields onto your bill or statement templates with ease and create professional-looking bills and statements that reflect well on your practice, help your clients understand their bills, and reduce confusion about what’s been billed.

New TurboLaw Time and Billing Video Tutorial: Customizing Templates

Once again, we are very pleased to announce the release of another video tutorial for TurboLaw Time and Billing. This time, the tutorial covers customizing the templates for bills and statements.

Unlike our previous video tutorial, this one concentrates solely on the customization of the templates used by bills and statements. It shows you:

  • How to alter the formatting of text
  • How the template’s repeating sections are used to create the final document
  • How to re-position and re-size elements
  • How to insert pictures (such as a corporate logo)
  • How to modify the information that appears in the footer of the document
  • How to preview your template before saving your changes

As well as lots more!

You can visit our video tutorial section to view the video, or just click here to view the tutorial in a new window.

New TurboLaw Time and Billing Video Tutorial: Working with Bills

In our continuing efforts to make TurboLaw Time and Billing as easy-to-use as possible, we’re proud to announce our latest video tutorial, titled “Working with Bills.”

This video tutorial walks you through the process of creating a bill in TurboLaw Time and Billing, and also explains how to use some of the advanced features of our template system to customize bills to your liking.

We hope you enjoy it!

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