Forum Post: Invoice Format
Hello, I will be working with Client Project. Is it possible to have a running year to date total on each project invoice? I also need to add the project inception date, authorized company...
View ArticleForum Post: RE: Client Project - bills and reports
Open the bill layout that the master and projects are using. From the Section menu choose Configure Layout Sections and look at the bottom of this screen. Make sure Projects Are Included On A...
View ArticleForum Post: RE: Client Project - bills and reports
For the bills I need each project to have its own invoice. If I do not check make sure projects are included on a consolidated bill, then they will print separate invoices for each project, correct?
View ArticleForum Post: RE: Client Project - bills and reports
Yes. On a consolidated bill they each are their own invoice but they print together with a cover page.
View ArticleForum Post: RE: Client Project - bills and reports
If I do not consolidate the bill what happens? Will they still print individual invoices for each project?
View ArticleForum Post: RE: Invoice Format
Assuming the inception date, company rep and lead attorney are in custom fields or else where in timeslips they can be added to the invoice layout. If you have never customized a layout this is...
View ArticleForum Post: RE: Invoice Format
Caren, What do you mean by this? "You can get since inception in a customizable section but can't filter that for date."
View ArticleForum Post: RE: Invoice Format
In a customizable section of the bill layout you can get the amount billed since inception. However, you can not get the amount during a particular period as there is no filter.
View ArticleForum Post: RE: Invoice Format
If I create a project and start billing to it then the amount billed since the date of inception would be the same as a year to date total. How would I add the amount billed since inception?
View ArticleForum Post: RE: Invoice Format
Its a field you can add to a customizable section of the bill layout. It's under client history.
View ArticleForum Post: Invoice Report
I am using Timeslips 2011 and I need to run a report for last year that shows all clients who we billed whose invoice amounts were $250 or less. I ran a report and picked the option "invoice balance"...
View ArticleForum Post: Reprinting Invoices
When attempting to reprint bills for some clients, nothing shows in the window. However, for other, older, clients, there is a listing of previously generated invoices. Any ideas why some clients'...
View ArticleForum Post: Lost check marked names in client filter in Sage Timeslips
Hello, I am somewhat new to Sage Timeslips. Started working on generating batch bills (Timeslips 2012). My attorney advised that I check off specific clients to bill. I went to the selection filter and...
View ArticleForum Post: Where do I edit bills after they're put in proof stage in Sage...
When I want to edit bills (after they've been put in proof stage) where do I edit them? Do I edit the bills in the individuals slips in the slip list or do I go to Billing Assistant and edit the bill...
View ArticleForum Post: RE: 2015 with and without SR1 installed - Access Violation...
Anyone got any clue on this? Sage Support can't fix it, happens with TS 2014, 2015, outlook 2010/2013, single workstation or server, all av excluded, etc...
View ArticleForum Post: RE: Lost check marked names in client filter in Sage Timeslips
While you can save the filters with the report I don't recommend this as each time you will need to resave. First, if this is a selection you need to make and it is based on some criteria I would...
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
You have to remove them from proof before you edit them. I like using billing assistant for this because it is easy to focus on one at a time. When doing this, I generally print when done with editing....
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
Do you remove them from proof by using the "clear" button? I think you'll be able to tell from my questions that I am a newbie. I have another question that you answered so I will respond to that one...
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
Yes or go to bills - approve or clear bills. You might benefit from an hour of training. While I know there is a cost involved, the productivity increase is generally well worth it. I or any or the...
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