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