This week we’re taking a look at Soluno, a comprehensive Cloud-based application with a strong accounting orientation.
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Custom Fields in TimeSolv
When setting up Clients, Matters, or even Associated Contacts in TimeSolv, it’s important to capture as much relevant information as possible. To...
What’s New With Timeslips
After a two-year hiatus, Timeslips consultants welcomed the opportunity to meet with management at a Timeslips Conference in Atlanta, Georgia on May...
Using the “Exclusive Mode” Feature in Sage Timeslips
There are times when users need exclusive access to their Sage Timeslips database to perform a specific function. Some examples are making a...
How to Void a Transaction in PCLaw
At this time of year, our clients are busy working with their accountants. As part of their year-end process, we are often asked how to void outstanding checks or deposits in PCLaw.
Sage Timeslips – Storing Bills in Client Folders
Recently Jack Schaller published an article here on our blog on how to store invoices organized by client in a document management program. It’s a...
How To: Customize The PCLaw Toolbar
One of the things we hear from our PCLaw clients is that for one reason or another, the program doesn’t “do” what the user thinks it ought to do....
Attaching Supporting Documentation in Timeslips 2013
When firms incur client-related costs, they are often obligated to include documentation to prove those costs were paid. At the very least, a copy...