Viewing retainers
Viewing retainer entries on Job
Sheets
After you post Daily Log entries to Job Sheets, TimeCache shows
your retainer entries in italics, using the custom color you designate in TimeCache
Preferences. The Charges column for entries applied to a retainer
shows a "0" amount. Entries used to record retainer amounts are in
bold text.
If you do not have a billing retainer entry on a Job Sheet,
TimeCache does not apply entries to a retainer, and therefore shows
all entries normally: in black, plain text, with their charges. You
can change an entry’s retainer status (whether or not it applies to
the retainer) in the Job Sheet panel by Option-clicking the +/-
marker at the right end of the entry, and choosing the appropriate
option from the contextual menu that appears. If there is no
retainer billing category for the project/matter, the options to
apply or not apply the entry to a retainer do not appear in the
contextual menu.
Viewing totals
TimeCache shows a running total of all retainer amounts, and
charges against retainers, in the Job Sheet's Project Information area. To see a project's
retainer totals, choose , or click the i icon
in the Job Sheet panel's toolbar to show the Project
Information area and pull the disclosure down all the way. At the
bottom of the information area you see the total of all retainers
for that project, and the total of all entries on that project's
Job Sheet that have been charged to the retainer.
If you would like, TimeCache can use a special warning color for billings that are
approaching the retainer amount for a project. For example, if you
set a threshold of $200.00 and your retainer total for a project is
$1,000.00, the Project Description would show your retainer
billings in the color you set in TimeCache Preferences for any
amounts above $800.00.
Showing retainers in reports
TimeCache
can include retainer billing categories and entries applied to the
retainer in all reports. Simply set the appropriate options in the
Report Setup dialog. For more information, see What types of entries to include in the
TimeCache reports section of TimeCache
Help.
When retainer fee entries are included in a report or invoice, they
appear at the top of the report. If retainer fees are marked for
inclusion in the report, any entries applied to the retainer appear
in italics, and their charges show as 0 (the charges have been
accounted for in the retainer fee). If you want to show the charges
for entries applied to a retainer, you can produce a report that
includes those entries but not retainer
fees.
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