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 class=”info”]Note: you can click any of the images in this article to enlarge the picture.[/note]
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!