Forum Post: RE: Mystery Balance Due Amount
Thank you for your fast response. I did a print out of the A/R Transactions for this client dating back 10.5 years. All invoices issued show payment received (this client has always been a...
View ArticleForum Post: RE: Mystery Balance Due Amount
It is not necessarily about the payments equaling the invoicing. It is about those payments being APPLIED against the invoices. This is a separate thing than just receiving the payment. Caren is asking...
View ArticleForum Post: RE: Mystery Balance Due Amount
Can you be more specific? "bottom half of the screen" -- which screen? If you are referring to when I double-click on the payment it shows "fees paid", then yes, payments have been applied. Is there a...
View ArticleForum Post: RE: Mystery Balance Due Amount
When you are on a payment or credit transaction there is a box that shows unapplied amount. That is what we are referring to. You may need data repair
View ArticleForum Post: RE: Mystery Balance Due Amount
Ok. Double-checked. Every payment has been applied. I will check into data repair. I appreciate the help.
View ArticleForum Post: RE: Mystery Balance Due Amount
Did the data verification (looked for errors & rebuild accounts receivable balances). Found one error and the $1,500 is no longer showing up. I've used data verification in the past to look for...
View ArticleForum Post: RE: Mystery Balance Due Amount
lahansen: Glad to hear that worked for you, but I'd just like to mention a few points of caution to anyone else who may find this thread later and want to try your method. 1) ALWAYS do a backup before...
View ArticleForum Post: RE: Mystery Balance Due Amount
Good points. I did do a back up first, then the data verification, then the rebuild of the accounts receivable for just that one client. I had read on another forum thread about doing the last part...
View ArticleForum Post: RE: Client Funds, TAL Pro and Quickbooks
If you have Timeslips v2014 or above, then you can set up the link to post a to be printed check and avoid the journal entry nonsense. If you have an older version of Timeslips then here's the...
View ArticleForum Post: RE: Is there any way to setup Bill Messages to appear...
It looks like you have a handle on the message types available in the Setup, Messages command, Timeslips can show messages to everyone ("Text For All Bills") or conditionally based on how old charges...
View ArticleForum Post: RE: Can I Insert Custom Calculated Field in Bill?
Is there any way of finding out for sure whether calculated fields are now available on bills? Calculated fields have been available on reports for quite some time but I would like to insert them on...
View ArticleForum Post: RE: Can I Insert Custom Calculated Field in Bill?
Unfortunately, they are not available. I would suggest you send in a product suggestion through help menu.
View ArticleForum Post: RE: Can I Insert Custom Calculated Field in Bill?
Thanks, Caren. I already put in a product suggestion through the feedback link. It is awfully frustrating to be unable to do something that an Excel spreadsheet can do with a simple formula . . . take...
View ArticleForum Post: RE: Sage Timeslips Premium Feedback
TS Import is very slow on the premium version.
View ArticleBlog Post: Making Backups
Your Timeslips database holds some of your most important information from your clients, hourly rates, to billable time. For most businesses this is how you make your living. Losing this information...
View ArticleForum Post: Attachments to Slips
I use sage 2015. We have slips that need to be supported by orders from the state. I see that you can attach a jpeg, and some other files but it seems like a huge oversight to not allow PDFs. Most...
View ArticleForum Post: RE: Attachments to Slips
It depends on what you expect to do with the PDF after attaching it. - If you're just including it for storage so you can easily refer to it later, you can do that. - If you want to send a bill for...
View ArticleForum Post: Slips wont show on the main database after exchange from the...
After Exchange to another user database to our main database server timeslips said it was successful but when checking slips the new slips are not showing for that user. I have tried to archive and...
View ArticleForum Post: Can I disable slip transaction ID?
Can I disable Slip Transaction ID? In 2014 version, I did a Detailed Slip Report for a client for a date range but the report still had the Slip Transaction ID, which I did not select. Goal is to...
View ArticleForum Post: A/R Table on Bills
I am doing my first round of billing. I have gone through and entered previous balances as "Invoice" so that they will be calculated in this month's billing. However, on the clients where I have...
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