Forum Post: RE: How Can I Anonymize a Timeslips Database?
I agree with the others that it's not easy to do. Along with nicknames and addresses you would also have to check a lot of other areas like descriptions on individual slips and transactions, bill...
View ArticleForum Post: Are slip transaction numbers generated sequentially, so that if...
We have many clients that belong to a professional association that pays all their legal expenses, so we run pre-bills with a cut-off date of Aug 28 for, say, twenty clients. These pre-bills are then...
View ArticleForum Post: RE: Are slip transaction numbers generated sequentially, so that...
Yes every slip has a transaction number it's called the transaction ID. You can use this as a restriction. You can tell the prevails to include the transaction IDs
View ArticleForum Post: RE: Are slip transaction numbers generated sequentially, so that...
The prebills. Sorry phone changed the words
View ArticleForum Post: RE: Are slip transaction numbers generated sequentially, so that...
Bill_C: You are correct. Slips are assigned sequential Slip Transaction IDs and you can use those ID numbers as filters for both reports (such as Prebills) as well as Bills. You can see the highest...
View ArticleForum Post: RE: Are slip transaction numbers generated sequentially, so that...
Sorry, tried to include screen shots, but it didn't work. Nancy
View ArticleForum Post: RE: Are slip transaction numbers generated sequentially, so that...
Nancy, You are wonderful! Thank you so much. Answers my question and, hopefully, settle an issue with reluctant Users.
View ArticleForum Post: Restriction
I need to setup a user to only be able to enter timeslips. How do I do that? They do not need access to anything else. I dont want to over restrict them.
View ArticleForum Post: RE: Restriction
Marie: You can do that by 1) turning on Security and 2) creating a profile that only allows the user to enter slips, then 3) assigning that profile to the user. Hope this helps. Nancy Duhon, Esq....
View ArticleForum Post: RE: Restriction
what settings to do I choose to allow them to only enter slips?
View ArticleForum Post: RE: Restriction
If you go in and look at security settings turn off everything in all sections except slips. In that section I think your choices will be clear
View ArticleForum Post: Approving Revisions Stage Bills
I want to approve bills that are in revision but my "Approve" button is "gray" and unavailable even when I have selected bills for approval checked. Does anyone know how to remedy this issue?
View ArticleForum Post: Is there any way to setup Bill Messages to appear conditionally...
I noticed that custom bill messages can be set to appear on a set number of bills. Also, it appears the Charges Due message can change depending on how old a balance is. What I'd like to do is set up a...
View ArticleForum Post: Mystery Balance Due Amount
I have a client I've billed for years. Looking back through their records, not once have I billed them for services in the amount of $1,500 (or a combination of more than one invoice to equal $1,500);...
View ArticleForum Post: Client Funds, TAL Pro and Quickbooks
I am new to TAL Pro and linking Timeslips to Quickbooks in a detailed fashion. So when I had to refund a client the remainder of his fund balance, I am thoroughly confused as to how to set up the...
View ArticleForum Post: RE: Approving Revisions Stage Bills
One of the many reasons I don't recommend revision stage. You have to clear from revision, regenerate and approve.
View ArticleForum Post: RE: Approving Revisions Stage Bills
Thanks for the quick response :) I won't use it again either.
View ArticleForum Post: RE: Installing an older version on Windows 8 PC
Guys, Do you know if this method will work with Time Slips 2007 for Windows 8? I got someone that wants to install it on Windows 8 but not sure if it will work on it or not.
View ArticleForum Post: RE: Installing an older version on Windows 8 PC
Many older versions have problems on windows 8 most noticeably extra spaces at the beginning of slips. So while it might work you will quite possibly have issues
View ArticleForum Post: RE: Mystery Balance Due Amount
First thing to check is if there are unapplied payments or credits. Go to the AR transactions for the client and look at each payment and credit to see if anything shows as unapplied. If so, apply and...
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