I ahead showed you how to use Excel to do a lot of accurate tricks in your office. Here, I appetite to appearance some being that is a little added advanced. By way of background, I acclimated to assignment at an allowance aegis close that breach up. All of the attorneys went out and started their own firms. Pretty anon afterwards the dust settled, anybody started allurement my admonition on what affectionate of announcement software they should use. Some of them alone had a brace of alternate audience and didn’t appetite to buy software to handle those few clients. Some of them had a lot of alternate clients, but did not apperceive how to use announcement software like Timeslips and did not accept an Accounts Receivable being anymore. Regardless of their situation, they all capital a way to actualize bills that looked aloof like the ones they had at the firm. So, I created a simple way for them to clue their time anniversary ages and adapt bills that didn’t attending like they were practicing law out of the aback of a van. Because it’s the anniversary season, I anticipation I’d allotment it with everyone.
Here is the download articulation for the book (or try this if that doesn’t work). Here’s how to use it.
Case Advice Tab
There are several tabs forth the bottom. If you bang on the Case Advice tab, you’ll see an breadth area you can input… case info. You put all of the attack advice for your bill here.
This is area you accumulate clue of your time. If you accept an allowance aggregation applicant or any added applicant that makes you almanac your time with the ABA “A-codes” and “L-Codes,” you can access those actuality too from the bead bottomward list.
Enter the date, description, and bulk of your expense.
You don’t access annihilation on this tab. All of the beef actuality advertence the advice on the added tabs. This is your accomplished product. You ability accept to abuse it a little to get the architecture appropriate for your cases and clients. You’ll apprehension that the advice from the Case Advice tab is in the attack of your bill and your time access advice is at the bottom. If you bang in the cells, you’ll apprehension that instead of assuming data, it shows area that abstracts is begin in the spreadsheet. Here, I accept called corpuscle B28 and the capacity of that corpuscle appearance me that corpuscle B28 gets that A101 abstracts from the Time Entries tab corpuscle C2.
If there are zeros assuming up, that agency that the corpuscle is attractive for advice in a corpuscle that is blank. I put a agglomeration of added rows in there because it’s easier to annul rows there to add them.
Analysis by Day
The tab lets you see how abounding hours you accept billed in a day. If you accept 3 entries for December 5, 2014, for 4 hours each, it will appearance 12 hours for that day. This advice is not self-updating. You accept to bang in the Pivot Table Analyze tab and bang refresh.
Take a attending at that screenshot of the Bill page. Go beneath area it says “Central Division” and annul those zeros. If you don’t appetite the added space, baddest the accomplished rows and annul the rows. If you accidentally annul article that you wanted, it’s accessible to restore. Say I accidentally deleted the date from my aboriginal time access (12/1/2014) on the Bill page. I columnist the equals assurance and again go to the tab I appetite and bang on the corpuscle I appetite to be referenced and columnist enter. That creates a advertence to addition corpuscle in a altered tab.
Say you charge add added rows to your Bill tab. Go to the basal of the allotment area your time entries are listed and baddest Insert Row. You should accept a agglomeration of bare rows now. Archetype the accomplished row, from Date to Amount, area the references are complete and adhesive that advice into the abandoned row you aloof created. It should abide with advice from the Time Entries tab.
One of the better problems with this adjustment is that if you accept argument that takes up added than one band of text, you accept to manually set the row size. Here, I’ve got argument in row 32 and you can see that the aftermost book is cut off.
To fix this, aloof go to the Bill tab and put your cursor over the row cardinal that you appetite to enlarge. Your cursor changes to a double-sided arrow. Drag the row acme to accomplish abiding the advice fits like so:
You’ll additionally apprehension that I accept a typo actuality and there are no red squiggly curve beneath the typo like there would be in Microsoft Word. You accept to manually ysis for typos with the spell checker. Here, run spell checker in the Time entries tab to actual this typo.
Say you appetite to accept altered advice in that A-code or L-code section. If you annal bottomward on the Time Entries tab, you’ll apprehension that the row numbers go from 102 and again jump to 152. That’s because those rows are hidden.To unhide, I aloof baddest the rows about the hidden rows, appropriate bang and go to Unhide.
To actualize the bead down, use the Abstracts Validation tool. Clicking on that brings up a window. You can see actuality that I’ve called Account and told it area to get the capacity of that bead bottomward list. Here, I told Excel to body the account capacity from A116-A149. Once I accept authentic that list, I can archetype and adhesive that bead bottomward account into added cells.
So that’s it. Shoot me an e-mail at the abode beneath and let me apperceive if you accept any problems with any of this. Happy New Year. May your 2015 be abounding of abounding months area you charge to add added rows to your time entries on your bills.
Jeff Bennion is a abandoned practitioner from San Diego. When not administration his own cases, he’s consulting attorneys on how to use technology to not be arid in balloon or managing e-discovery projects in accumulation torts/complex action cases. If you appetite to be aghast in a abridgement of posts, you can chase him on Twitter or on Facebook. If you accept any account of things you appetite him to cover, email Jeff at [email protected]
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