Forum Post: excluding payments on invoices
I need help to exlude a previous payment and only show the most recent payment on timeslip invoice.HELP
View ArticleForum Post: change filename
OMGosh. I haven't been here in ages, and it's terribly difficult to do a search or just navigate -- not at all intuitive. :-( Oh, well... So, I'm still on TS2009, and after all these years my boss is...
View ArticleForum Post: billing
would only like the current or last payment/credit to appear on the generated bill
View ArticleForum Post: RE: Update to WINDOWS 10 ?
I maintain a Win 10 Pro computer solely for compatibility testing. I installed Timeslips 2014 Trial and got a memory error. After several tries I have concluded TS 2014 will not run on my machine. I...
View ArticleForum Post: RE: Update to WINDOWS 10 ?
I haven't tested but Timeslips 2016 and Timeslips Premium both support windows 10.
View ArticleForum Post: RE: A/R Table on Bills
Sounds like you have not successfully turned it off in your bill layout. Check to make sure you are using the same bill layout for all clients and that the feature is turned off in those layouts. Hope...
View ArticleForum Post: RE: excluding payments on invoices
When you generate the bill set a date range and then go to options and check that payments should obey slip date range.
View ArticleForum Post: RE: excluding payments on invoices
I will try that but here' s the thing...the first slip entry is 3/9 we received a payment 3/30 so it shows up. I tried changing the date and enterring a range but changed all
View ArticleForum Post: RE: excluding payments on invoices
and that box for dates should obey is checked
View ArticleForum Post: RE: change filename
Yea, progress....., but great to hear from you! I don't think you can in v2009, but you can in 2012 or higher ;-) Hope this helps. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified...
View ArticleForum Post: RE: excluding payments on invoices
Conceptually, it sounds like what you really want to do is run a bill with ONLY that payment on it and approve it. Then open up the filters to allow all the slips and other payments in for the second...
View ArticleForum Post: RE: excluding payments on invoices
Where would I complete that process? re filters....
View ArticleForum Post: RE: excluding payments on invoices
I've tried to filter it on Billing Assistan/AR transactions list to no luck
View ArticleForum Post: RE: excluding payments on invoices
Assuming there are no slips dated 3/30, you can generate a bill with the date range of just 3/30. Then approve that. Then when you run the next bill that payment will not show. Alternatively, change...
View ArticleForum Post: RE: excluding payments on invoices
Well, what she really needs is a bill with a Slip Date range of 3/30 AND the option to have A/R transactions obey that range, THEN she can run the second bill wide open. Hope this helps. Nancy Duhon,...
View ArticleForum Post: RE: A/R Table on Bills
Thanks Nancy. It is turned off, and I am using the same bill layout. I am wondering if it has something to do with the "invoice" I entered. As this is the first billing cycle, I have used the invoice...
View ArticleForum Post: RE: A/R Table on Bills
It is an Aged Balance table. By default it will only show IF you have a balance that is older than the first aging period set in your General Settings/Financial/Aging Periods. Since you are inputting...
View ArticleForum Post: Purge - TS 2013
Hi all: Our firm is running TS 2013, as you know, unsupported. We would like to purge some files, however, last attempt (about a year ago) we ran into the error of "Cannot Delete Task Code" even though...
View ArticleForum Post: RE: Billing Layout
Hi. We are using Sage Timeslips 2014. I have a similar question...I wanted to know how I can put an Aged Balance Table for clients who need to replenish their retainer and have not done so. A very...
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