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 youâ€™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 alsoÂ 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 â€“ 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!