I have a client that has ($855.13) in their trust account. My attorney has requested that I reduce the negative balance from $855.13 to $250.00. I am not sure how to do this. Please advise. I am using Sage Time Slips 2016. Thank you so much for your assistance.
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Forum Post: Reducing Client Trust Account
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Forum Post: RE: How to send bills from our new E-mail address
Timeslips does not control this, your Outlook account settings do. Timeslips just 'hands off' to your default Outlook account. Have your IT person change the default account in Outlook for you.
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Forum Post: RE: How to send bills from our new E-mail address
Thanks. If only there was such a thing as an IT person at this small firm.
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Forum Post: RE: How to send bills from our new E-mail address
And it's odd. I set up my Timeslips just a few months ago without an IT person; Sage assisted me to get things up and running.
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Forum Post: RE: How to send bills from our new E-mail address
Correct, but again, all we did was tell Outlook that we would be handing off some emailing duties. The whole "which account does it send from" is controlled by Outlook, not Timeslips.
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Forum Post: RE: Timeslips eCenter is slow
The issues reported yesterday with eCenter have been resolved. Thank you for your patience.
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Forum Post: RE: Duplicate Clients
Hi Jenn. I'm going to move this to the Timeslips forum so fellow product users will see it and hopefully provide you with an answer.
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Forum Post: RE: Duplicate Clients
Not really. You could move all the slips from one to another, but the invoicing and payment history doesn't move.
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Forum Post: RE: Pages Out of Order on Emailed Invoices/Bills
Make certain that you have the latest version of Timeslips 2017 installed. Currently, you can find the latest update in the Knowledgebase here : https://support.na.sage.com/selfservice//externalviewdocument.do?externalId=13624 Also, run Data Verification from the Timeslips Administrator tool and choose to Look for and Repair Errors. I suspect what you are seeing are abandoned Bill Image pages from an older version of Timeslips.
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Forum Post: RE: Task Bill Status Default not working on Slip
Be sure you are on the latest update of Timeslips 2017. Check it by going to Help, About Sage Timeslips 2017... and the version number shown should be 25.5.11.388. If that is not it, update using the service release found here: https://support.na.sage.com/selfservice//externalviewdocument.do?externalId=13624 That should resolve it provided there isn't some other mitigating factor such as importing of the slips.
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Forum Post: RE: Reducing Client Trust Account
As a general rule, a negative balance in an attorney's trust account is NOT a good thing, so kudos to you for attempting to fix it ASAP. If the account has a negative balance, you will need to use a function that puts money INTO the account to reduce the negative. There are TWO funds transactions that do that: Payment to Account, or a Deposit. Usually Payment to Account is used when the client gives you trust money and Deposit is used when a third party (think settlement from an insurance company) is providing the money. Either of these would reduce the negative balance. Unclear from your post if you need to reduce it to only a negative 250 or if you need to go all the way to a positive 250. Either way, it would only matter as to the amount of the transaction, not the type to use. Hope this helps.
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Forum Post: RE: Reducing Client Trust Account
Thank you Nancy for your response. I would like the negative balance to be $250.00 from $855.13 (my attorney would like the client to only owe $250.00 in their trust account. "discount" sort of speak). From my understanding, no monies are being handled; I have to somehow manipulate the numbers to bring it down to $250.00. To better understand what you are saying in regards to the Payment to account, is this the appropriate selection to use even though no monies are being handled? I am very new to Sage Time slips as well as this law firm, I have 2 months experience in both areas. I really appreciate your patience and breaking this down to its simplest form.
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Forum Post: RE: Reducing Client Trust Account
Whether actual money is being exchanged is 'sort of' irrelevant, because those two transaction types are the only way to increase a trust balance, which is what you need to do here. What I would do is use the Deposit to account transaction type for $603.13 and then in the description area put a nice big audit trail quality explanation of why you are doing this, and the fact that you did not actually receive any money. Ex: "Adjustment to Client Trust Account as per Attorney Adams - no actual monies received."
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Forum Post: Billing/Printing
I have TS 2017. I am able to input time as usual. I went to generate pre bills and TS does not respond. I also tried to generate a regular bill and get the same result. Any suggestions?
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Forum Post: RE: Billing/Printing
Make sure your computer has a default printer assigned AND that Timeslips has a default printer assigned.
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Forum Post: RE: Billing/Printing
Also, look for a long scrollbar at the bottom. Sometimes it positions the output off to the side, and you have to drag it back into the frame.
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Forum Post: RE: Billing/Printing
Thanks for the suggestions. I checked my computer and now it does have a default printer assigned but I cannot get TS to respond when I try to go into print set up or any other functions other than entering time.
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Forum Post: RE: Billing/Printing
If you didn't have a default printer for Windows to start with, I would reboot the machine so it can come back up with the new default printer.
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Forum Post: Cannot verify account because of system date error
I've just upgraded a client to Timeslips Premium. At the end of the install process, the installer tried to verify the registration but it keeps failing with the message, "Sage Timeslips Premium cannot verify your account. Your system date does not match the current date." Of course, I have verified that the current system date, time and timezone are correct. The software claims it will stop functioning in two days if this isn't resolved. Does anyone know what the problem could be?
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Forum Post: RE: Cannot verify account because of system date error
Out of desperation I tried restarting the Windows Time service on the server where Timeslips was installed. I then used the Timeslips Administrator to re-run the verification and it worked. I'm not sure if it was because of the action I took or if it was the fact that we just rolled past midnight here but the problem is solved.
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