How to Generate and Compile Weekly Retainer Balance Reports
Learn how to export retainer balance reports from Sage Timeslips by attorney, compile them into a master Excel workbook, and carry over historical data.
By Helen Hill
Made with Glitter AI
Compiling weekly retainer balances across multiple attorneys involves exporting reports from Sage Timeslips, consolidating them into a single Excel workbook, and migrating important formulas and notes from the previous week. Follow this guide to streamline the process.
Part 1: Generate the Initial Retainer Balances Report
Begin by generating the report for your first attorney inside Sage Timeslips.