I've posted previously with no luck, but I'm trying one last time because apparently there is no longer any technical support available for our version of Timeslips (2017) and I'm not sure how to fix this insane problem we're having with this terrible software... We got Sage 2017 in December and around June, we started to notice that pre-bills for a few of our clients (usually 12-20 per month out of a couple hundred) aren't being generated, even though the client has billable slips. The only clients this happens to are clients who have all of their slips marked as "hold." However, many clients with only "hold" slips are having pre-bills generated; I can't find anything that connects the clients for whom a pre-bill does not get generated. All of our clients have the same default settings on their bills. None are marked as "full bill hold." Sometimes it's the same client from month to month who doesn't get a pre-bill generated, but each month it changes a bit too and a new client will suddenly no longer have pre-bills generated. If I look at the slip list, all their "hold" slips are there. But when I try to generate a pre-bill it says there's no data. In order to get their pre-bill to generate, I have to uncheck the "hold" box from one of their slips; then, all of their slips (marked as "hold" or not) will show up on the pre-bill. It's taking up a lot of time to go through this extra process every month and I'm worried it's a sign of a snowballing problem that will only get worse. But it appears our only option is to spend thousands on a new version of Timeslips and I don't really want to give this company any more money for such a bad product that stopped working correctly after only a few months. If anyone has any idea what might cause this problem and how to fix it, I'd be ever so grateful!!
↧
Forum Post: Consistent Issues with Pre-Bills
↧
Forum Post: RE: Consistent Issues with Pre-Bills
Can you make sure you are on the latest service release for 2017? There was one released in August. Go to Help > Sage Support > Downloads and Updates. Download the latest service release for 2017 and install on the server.
↧
↧
Forum Post: RE: Consistent Issues with Pre-Bills
That's just odd. Can you check and see if they have a bill in Proof, Revision, or possibly Audit Stage. Bills in those stages cannot have another bill processed until that bill is resolved. Why are all the slips on Hold?
↧
Forum Post: RE: Update: Timeslips eCenter is back up & running
We are still having some user difficulties with eCenter... Anyone else?
↧
Forum Post: RE: Update: Timeslips eCenter is back up & running
We continue to have challenges - users are getting dropped and sent to login... Any updates on eCenter status?
↧
↧
Forum Post: RE: Update: Timeslips eCenter is back up & running
We are experiencing some issues but we are currently working on it.
↧
Forum Post: RE: Consistent Issues with Pre-Bills
I think Nancy is on the right track suggesting you check the bill stage for the troublesome clients as obviously Timeslips thinks something is different. Also, consider using full bill hold as opposed to slip based holds. At least you can turn that on and off from the client list and generate the charges on hold analysis report for amounts on hold by client. Also, Timeslips 2017 is still a supported product to the best of my knowledge. If you want support over the 30 days that typically comes with an upgrade purchase purchase you will need to purchase from Sage or engage with a consultant that frequents this forum. Good luck!
↧
Forum Post: TS2012 Can't find bill so I can approve it and clear slips
I printed a bill to PDF in TS 2012. I didn't get the usual popup asking if I wanted to put the bill in revision, approve, etc. The slips don't show as billed. The bill doesn't show up under proof stage, revision stage or undoable, but history says it's in proof. I can't find the bill so I can approve it and clear the slips. When I go into Billing Assistant, I can print the bill to the screen, but when I try to reprint it to PDF again I get an error message that no data is selected. How can I find the bill so I can approve it and get the slips to show as having been billed?
↧
Forum Post: Question about entering an invoice that was paid into another account
Hello, I'm very new to timeslips and am on 2018. I need to create an invoice for a client that has already paid, so I need to enter the payment as well to show it as paid. However, the payment has been deposited into another bank account, and NOT the IOLTA account that we are using timeslips for, so I do not want to include it in the transfer amount. How do I do this? Thank you for any feedback!
↧
↧
Forum Post: RE: TS2012 Can't find bill so I can approve it and clear slips
Sounds like you may have a bit of corruption in your bill stage records. 1) Make a backup. 2) Run a Data Verification. (File, Data Verification) with ONLY the Look for error option checked. Let it run. It will take a while. 3) See if it reports back any errors. Let us know if it does. When was your last good backup before this happened? Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. duhon@duhon.biz 404-325-9779
↧
Forum Post: RE: Question about entering an invoice that was paid into another account
You would post a regular Accounts Receivable Payment as presumably this check was put into your Operating Account instead of your IOLTA. Check the box in the lower left to "Apply to future" since there has not been an invoice created yet. Then when you run and approve the bill it should apply. Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. duhon@duhon.biz 404-325-9779
↧
Forum Post: RE: Question about entering an invoice that was paid into another account
Thank you so much for your reply! How do I keep this amount out of the transfer amount that happens when I approve the invoices?
↧
Forum Post: RE: Question about entering an invoice that was paid into another account
I'm not sure which takes priority on autopays: unapplied A/R or trust. It 'should' be A/R. But if you are worried about it pulling from IOLTA first, I'd just open up the client, go to Client Funds and temporarily UNcheck the box to auto pay new charges, run the bill, approve it, then go back and turn the aut pay back on for future invoices. Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. duhon@duhon.biz 404-325-9779
↧
↧
Forum Post: Invoices in an Unknown Universal Limbo State
We are finding bills for several clients in this state: The Bills show up in the 'reprint bills' screen with status of "Paid In Full" but with a balance due of some non-zero amount. The client shows balance due of 0. The Bills can be Reprinted The slips for the bill exist and show as 'billed' The Bills are NOT undo-able. We cannot apply a payment to the bill How can we get out of this limbo state?
↧
Forum Post: RE: Invoices in an Unknown Universal Limbo State
Depending on the version of Timeslips, that can be caused by a myriad of reasons. You are not in limbo at all. Bottom line? It's not an accurate reflection of the client's status. The status is not to be trusted as accurate. The client's Accounts Receivable area will be where you look for a balance and status of paid/unpaid invoices. The Bills dropdown (Bill Stage) is the area to look for a Proof / Revision / Undoable (a/k/a Approved) bill. Additionally, the Billing Assistant will give insight as to all of this on one screen.
↧
Forum Post: RE: Question about entering an invoice that was paid into another account
Yes, Accts Receivable transactions do take precedence over auto-pay from Client Funds.
↧
Forum Post: RE: Invoices in an Unknown Universal Limbo State
There could be some damage to the client AR balance or it could be a payment is not applied in the payments list for this client, or it could be nothing. If Aged AR report, Billing Assistant and the balance on the AR screen of the customer all show balance of zero, then I would not worry about it. If Aged AR shows balance of zero but a positive and negative number, then you have an unapplied payment. That can easily be fixed from the transaction list. Find the transaction that is not applied and apply it.
↧
↧
Forum Post: RE: Question about entering an invoice that was paid into another account
Thank you so much for the helpful replies! No one in my office has used this software, so it's helpful to have a place to go for input.
↧
Forum Post: Slip attachments and electronic billing
If you add a pdf attachment to a slip, does it pass through to the Audit House on electronic billing?
↧
Forum Post: RE: Slip attachments and electronic billing
No. Any attachments must be uploaded separately. Attachments are not currently part of the electronic billing specifications, so Sage Timeslips would be creating non-compliant files if we allowed the attachments to be included. Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. duhon@duhon.biz 404-325-9779
↧
