Time & Billing Archives - OfficeTools

Knowledge Base > Time & Billing

How and where do I customize the Letterhead graphic size, format, etc?

I added a new work code and checked the billable option, but the time card(s) do not show up as billable. Why not?

Why is my time not billable? Why is my time not showing in the Billing Time screen?

How can I show a client’s previous balance and current payments on an invoice?

How do I add an expense to an invoice?

I have created an expense code, but where do I record my expenses?

Does WorkSpace come with a standard list of billing codes/work codes?

Is it necessary to track my time if I strictly do value based billing?

Can I view all unbilled time entries for all of my firm’s clients?

When I delete an invoice, what happens to the associated time cards (WIP)?

Can invoices from my current billing system be imported into WorkSpace?

I would like to invoice multiple clients or “batch bill” all unbilled time that falls within a specific date range. How can I accomplish this?

How do I refund a client an over payment?

Does your system come with a standard list of billing codes/work codes?

I am looking to invoice multiple clients for unbilled time that falls withinin a specific date range. How can I easily accomplish this?

What happens to the associated WIP when I delete an invoice?

Do I have to release time from my timesheet to WIP? Is there a process of making my time available for invoicing?

I would like my Billable Time to be sorted by staff instead of by client. Is that possible?

What is the Sales Tax Region?

Will the notes on my time sheet show on the invoice?

Can I print my time sheet directly from WorkSpace?

Can I view other staff member’s time sheets?

Do I have to use start and end times when I am keying my time in?

Some staff have a Project column on their time sheet, but I don’t. How do I turn it on?

What should I keep in mind when inputting beginning balances for aging purposes?

Where can I put a check number from a payment so that it shows on the deposit slip?