Forum Post: RE: Timekeeper Security
Timeslips does not have the ability to block access to specific clients. Access rights are mostly an all-or-nothing option.
View ArticleForum Post: RE: Timekeeper Security
I suspected that but thought I'd give it a try. Thank you!
View ArticleForum Post: RE: Sending bills via Outlook 64 bit
So is sending invoices using the 64 bit version of Outlook supposed to work now?
View ArticleForum Post: Final Bills showing date and time of printing, etc.
Hi, There seems to be some updates to TS Anywhere. Does anyone know how to get rid of the new header which is date and time printed at the top of each bill? Also, how to get rid of the new footer that...
View ArticleForum Post: RE: Final Bills showing date and time of printing, etc.
Hi Debbie Thiede You and I discussed this already and we found that the issue is related to your printers print settings and will need to have the Headers and Footers options deselected.
View ArticleForum Post: RE: Applying a refund
Hello. Did you ever resolve this issue? I am having this same problem right now. Client had made an advance payment, and we applied a portion of it to one invoice. The project was discontinued and so...
View ArticleForum Post: RE: Sending bills via Outlook 64 bit
Yes, but you must be on the latest version of Timeslips Premium for it to work.
View ArticleForum Post: RE: Sending bills via Outlook 64 bit
Hi David H2 Installing or updating to a current version of Timeslips Premium (builds 30.0.6.110 and higher) will work with Microsoft 365 64-bit. The download portal for Sage Timeslips Premium is...
View ArticleForum Post: RE: Applying a refund
Hello N. Sev Please contact support via Live Chat if you need assistance with Timeslips Premium.
View ArticleForum Post: Leaderboard: March 2025’s Top Contributors
Shoutout to Our March Community Champions! Even with some dips in activity this month, your contributions have helped keep the conversations going strong in the Sage Timeslips Premium General...
View ArticleForum Post: Leaderboard: March 2025’s Top Contributors
Thanks to everyone who visited and contributed to the Sage Timeslips Anywhere General Discussion forum last month! Every question, insight, and reply helps create a supportive space for users...
View ArticleForum Post: RE: Report Showing Last Date Billed
Hi there. I tried the report you suggest but it's not returning the correct date. I set up the report fields just as you suggested but the "last bill date" that is returned on the report is not the...
View ArticleForum Post: RE: Report Showing Last Date Billed
Yes, I realize I could click on the date to take me to the actual information I am looking for but that sort of defeats the purpose of me trying to run a report--I don't want to have to client on every...
View ArticleForum Post: RE: Report Showing Last Date Billed
Are you using Sage Timeslips Premium, rcorn65 ? If so, contact us in support via Live Chat and we will assist you. The suggestion to click that is just to show where the data comes from. And that is...
View ArticleForum Post: RE: Report Showing Last Date Billed
Well, I guess I'm unsure what you mean by "approved"--all Invoices we issue are approved (we say finalized) otherwise, if not, they won't show up in A/R. We typically do not leave Invoices sitting in...
View ArticleForum Post: Creating a report for Monthly Client Tracking
Hi, my boss has been asking me to curate a report that showcases a monthly summary of new clients that have been added within TS. How I would envision this report to function is having the Client's...
View ArticleForum Post: RE: Creating a report for Monthly Client Tracking
If you have custom fields for Open Date and Controller you can create a custom report. The easiest way get the count is to print to Excel. Let me know if you need help. jaa@datalynksolutions.com
View ArticleForum Post: RE: Creating a report for Monthly Client Tracking
You can sort the report by the custom Date field and subtotal by month to break them out. The column totals area has a Record Count field to calculate those as well. The custom fields would have to...
View ArticleForum Post: RE: Creating a report for Monthly Client Tracking
Hello insaneinthelegalgame , and welcome to the Sage Timeslips Community Hub. I can feel how close you are, but not yet there. What you are seeking should not be super difficult, but you probably won't...
View Article