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Type Title Source Notes Import Updated Version
Billing
 Billing Analysis with Discount   02/04/10 2009.2.4
Billing
 Billing Worksheet (No Cost)   05/06/08 2009.1.3
Billing
 Billing Worksheet (Portrait)   07/31/08 2009.1.3
Billing
 Billing Worksheet (Portrait Separate Hrs/Units)   12/22/09 2009.1.3
Billing
 Billing Worksheet (Portrait) Alternate 1   05/11/09 2009.1.3
Billing
 Billing Worksheet (Separate Hrs/Units)   05/11/09 2009.1.3
Billing
 Detail Worksheet   02/09/09 2009.1.3
Billing
 Firm Monthly Billing Recap 08/31/09 2009.2.0
Billing
 Invoice Journal (Separate Columns)   05/30/08 2009.1.3
Billing
 Invoice Journal with Paid/Open Amount   02/26/09 2009.1.3
Billing
 Invoice Journal with WIP Adjustments   11/18/09 2009.2.3
Billing
 Invoice Journal with WIP Comments   05/06/08 2009.1.3
Billing
 Three-Year Billing Analysis   04/25/12 2011.2.6
Billing
 Unpaid Invoices   05/05/09 2009.1.3
Billing
 Write-Ups and Write-Downs   05/06/08 2009.1.3
 
Collections
 24 Period Chart   11/17/11 2011.2.0
Collections
 24 Period Chart - Comparative   04/25/12 2011.2.6
Collections
 A/R Aging Only 07/03/08 2009.1.3
Collections
 A/R Aging Only With Phones 06/10/10 2010.1.2
Collections
 A/R Aging Only (Older than 30 days) 09/01/10 2009.1.5
Collections
 A/R Aging Only (Older than 90 days) 09/01/10 2009.1.5
Collections
 A/R Ledger (No $0 Ending Balances)   03/05/10 2009.2.3
Collections
 A/R Recap   07/03/08 2009.1.3
Collections
 A/R Summary (Aging by Days)   09/24/08 2009.1.3
Collections
 Deposit Slip Information   11/01/10 2010.2.2
Collections
 Deposit Slip (Horizontal)   11/01/10 2010.2.2
Collections
 Deposit Slip (Vertical)   11/01/10 2010.2.2
Collections
 Deposit Ticket   11/01/10 2010.2.2
Collections
 Deposit Ticket (Forms CS 378L) Form 11/01/10 2010.2.2
Collections
 Deposit Ticket (Forms CS 406LD1) Form 11/01/10 2010.2.2
Collections
 Deposit Ticket (Forms CS 437LD1) Form 11/01/10 2010.2.2
Collections
 Open Receipts & Adjustments   05/06/08 2009.1.3
Collections
 Receipt and Credit Applications   05/15/12 2011.2.6
Collections
 Service Charge Journal with Paid Status   08/14/08 2009.1.3
 
Client Management
 Interaction Listing Alternate 1   04/29/09 2009.1.3
Client Management
 Interaction Listing Portlet   11/23/09 2009.2.3
Client Management
 Phone Messages Portlet   12/15/09 2009.2.3
 
Invoices
 Block Style   06/03/08 2009.1.3
Invoices
 Block Style with Detail   06/03/08 2009.1.3
Invoices
 Block Style with Expense Detail   11/19/08 2009.1.3
Invoices
 Gradient Style   06/03/08 2009.1.3
Invoices
 Gradient Style with Detail   06/03/08 2009.1.3
Invoices
 Professional Style 1   05/12/09 2009.1.3
Invoices
 Professional Style 2   05/12/09 2009.1.3
Invoices
 Rounded Box Style   06/03/08 2009.1.3
Invoices
 Rounded Box Style with Detail   06/03/08 2009.1.3
Invoices
 Rounded Style   06/03/08 2009.1.3
Invoices
 Rounded Style with Detail   06/03/08 2009.1.3
Invoices
 Scroll Style   06/03/08 2009.1.3
Invoices
 Scroll Style with Detail   06/03/08 2009.1.3
Invoices
 Pressure Seal Invoice (Z-Fold)   05/27/08 2009.1.3
Invoices
 Traditional Style with Projects Summarized 01/09/09 2009.1.3
 
Invoices (Default)
 Activities by Activity Type   05/06/08 2009.1.3
Invoices (Default)
 Activity by Client   05/20/08 2009.1.3
Invoices (Default)
 Activity by Engagement   05/06/08 2009.1.3
Invoices (Default)
 Activity Category by Client   05/20/08 2009.1.3
Invoices (Default)
 By Activity   05/06/08 2009.1.3
Invoices (Default)
 By Activity Category   05/06/08 2009.1.3
Invoices (Default)
 By Engagement   05/06/08 2009.1.3
Invoices (Default)
 By Engagement (Office)   05/06/08 2009.1.3
Invoices (Default)
 By Engagement (Period)   05/06/08 2009.1.3
Invoices (Default)
 Engagement by Client   05/20/08 2009.1.3
Invoices (Default)
 Entry Detail by Activity and Activity Type   05/20/08 2009.1.3
Invoices (Default)
 Entry Detail by Engagement   05/06/08 2009.1.3
 
Labels
 Client - 8161 - 1" x 4" (No Duplicates)   07/18/08 2009.1.3
Labels
 DYMO 1 1/8" X 3.5"   10/30/08 2009.1.3
Labels
 #10 Envelope   01/14/11 2010.2.4
Labels
 #10 Envelope - With Return Address   01/14/11 2010.2.4
 
Letters
 1040 Pickup Acknowledgement   05/05/09 2009.1.3
Letters
 Welcome Letter   05/21/08 2009.1.3
Letters
 Welcome Letter Alternate 1   05/21/08 2009.1.3
 
Lists
 1040 Pickup Signature Form   02/03/10 2009.1.3
Lists
 Client Collection Summary (>= $600)   01/14/10 2009.2.3
Lists
 Client Family Listing   05/18/10 2009.2.5
Lists
 Client ID and Sort List (3 Columns)   07/03/08 2009.1.3
Lists
 Client Listing With Mailing Address   05/06/08 2009.1.3
Lists
 Client Listing With Client Name 1   05/06/08 2009.1.3
Lists
 Client Listing (Phones/Address)   07/15/08 2009.1.3
Lists
 Client Listing (Phones/Email)   07/15/08 2009.1.3
Lists
 Client Listing (Portrait)   06/18/08 2009.1.3
Lists
 Client Listing (Portrait with 2 Columns)   05/15/12 2012.2.6
Lists
 Client Notes   05/20/09 2009.1.3
Lists
 Client Profile/Questionnaire   11/17/08 2009.1.3
Lists
 Clients Not Billed   12/09/09 2009.1.3
Lists
 Clients (All Contact Information)   10/30/08 2009.1.3
Lists
 Clients (With Service Charges Setup)   07/03/08 2009.1.3
Lists
 Clients (Without Service Charges Setup)   07/03/08 2009.1.3
Lists
 Excel Client List   05/27/10 2009.2.5
Lists
 Excel Mail Merge - Contacts Demo 02/17/12 2011.2.5
Lists
 Excel Mail Merge - Full Client Detail Demo 06/24/11 2010.2.5
Lists
 Excel Mail Merge - Full Engagement Detail Demo 06/24/11 2010.2.5
Lists
 Excel Mail Merge - Mailing Address   11/11/09 2009.2.3
Lists
 Recurring Bills   05/06/08 2009.1.3
 
Production
 Calendarized Activity   12/08/08 2009.1.3
Production
 Billing Summary   01/31/11 2010.2.4
Production
 Daily Time Summary 11/17/08 2009.1.3
Production
 Expense Listing with Login Filter   05/15/12 2011.2.6
Production
 Expense Listing with Login Filter 2   05/15/12 2011.2.6
Production
 Firm Monthly Productivity Recap 08/31/09 2009.2.0
Production
 Monthly Comp Time Exception   06/14/10 2009.2.5
Production
 Production Analysis (Without Expenses) 12/18/09 2009.1.3
Production
 Profit Report 02/01/11 2010.2.4
Production
 Project Budget to Actual with Time Detail   02/17/10 2009.2.4
Production
 Seven Day Time Recap   12/12/08 2009.1.3
Production
 Summary Billing Worksheet 05/06/08 2009.1.3
Production
 Time and Expense Entry Analysis - Chart   09/23/11 2011.2.0
Production
 Time and Expense Entry Analysis - Comparative Chart   09/23/11 2011.2.0
Production
 Time Sheet Report with Detail 08/31/09 2009.2.0
Production
 Time Summary with Administrative Detail   11/30/10 2009.1.3
Production
 Time without Task 08/14/08 2009.1.3
Production
 T&E Journal with Biller Note   02/26/09 2009.1.3
Production
 T&E Journal with Login Filter   05/15/12 2011.2.6
Production
 T&E Journal with WIP Amount   05/23/08 2009.1.3
Production
 T&E Journal (Separate Columns)   06/18/08 2009.1.3
Production
 T&E Listing (Separate Columns)   05/12/08 2009.1.3
Production
 T&E Listing with Login Filter   05/15/12 2011.2.6
Production
 T&E Listing with Login Filter 2   05/15/12 2011.2.6
Production
 Work-in-Process Aging   09/26/08 2009.1.3
Production
 Work-in-Process Aging with Units   02/09/10 2009.2.4
Production
 Work-in-Process Recap   07/03/08 2009.1.3
Production
 Work-in-Process with Units   02/09/10 2009.2.4
 
Project Management
 Excel Mail Merge - By Project   11/30/10 2010.2.3
Project Management
 Excel Project Template Listing   05/31/11 2010.2.4
Project Management
 GoFileRoom Export Report   08/04/11 2010.2.5
Project Management
 Over Budget Projects 05/06/08 2009.1.3
Project Management
 Over Budget Tasks 05/06/08 2009.1.3
Project Management
 Project Tracking and Analysis   04/06/10 2009.2.3
Project Management
 Project Tracking and Analysis (Highlighted Rows)   04/06/10 2009.2.3
Project Management
 Project Tracking with Notes   05/15/12 2011.2.6
Project Management
 Project Tracking with Notes Portlet   04/25/12 2011.2.6
Project Management
 Routing Sheet Alternate 1   05/05/08 2009.1.3
Project Management
 Task Tracking (Ready, Phone, Comments) 09/15/08 2009.1.3
Project Management
 Task Tracking (Ready, Received, Login Filter) 01/02/09 2009.1.3
 
Reconciliation
 Calendarized Activity - With Collected   12/08/08 2009.1.3
Reconciliation
 Client WIP/AR Aging   08/31/09 2009.2.0
Reconciliation
 Client Summary   05/06/08 2009.1.3
Reconciliation
 Two-Year Summary   05/15/12 2011.2.6
 
Staff Management
 Accrued PTO   10/23/09 2009.1.3
Staff Management
 Staff Capacity Analysis Chart   09/23/11 2011.2.0
Staff Management
 Staff Schedule Summary Chart   09/23/11 2011.2.0
 
Statements
 A/R Balance Letter   11/30/10 2009.2.5
Statements
 A/R Ledger Detail   05/06/08 2009.1.3
Statements
 A/R Ledger Detail (No $0 Invoices)   06/06/08 2009.1.3
Statements
 A/R Open Items with Current Activity   05/06/08 2009.1.3
Statements
 A/R Open Items with Current Activity (No $0 Invoices)   06/06/08 2009.1.3
Statements
 A/R Open Items Only   05/06/08 2009.1.3
Statements
 Rounded Box Style   10/30/08 2009.1.3

 

 

 
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