Forum Post: RE: Lost check marked names in client filter in Sage Timeslips
First - "While you can save the filters with the report" - Caren, what "report" do you mean? I have only done the generating of bills once so far, last month and I messed up because I didn't know to...
View ArticleForum Post: RE: Lost check marked names in client filter in Sage Timeslips
Bills are reports. Any type of reports.
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
I will run this by my employer. Thanks so much! Would you be able to email the cost for an hour? summerlee340@yahoo.com
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
I might prefer on-site but it all depends on my employer. I will find out. I am located in Ronkonkoma, New York.
View ArticleForum Post: RE: Where do I edit bills after they're put in proof stage in...
I am in Fairfield, CT. Ronkonkoma is a big of a ride, but do-able if you prefer onsite. Please contact me directly at caren@timeandcents.com if you would like to arrange something or discuss rates.
View ArticleForum Post: RE: Reprinting Invoices
How many invoices do you have it set to reprint per client? What version? On older versions, if you printed to pdf you wouldn't get an image created for reprint bills.
View ArticleForum Post: RE: Reprinting Invoices
I have resolved the problem. Due to the fact that I couldn't see the slip listing report, I was unable to verify that the slips were billed. After resetting the defaults, the slip listing report was...
View ArticleForum Post: Envelopes
I know it is simple to turn off the envelope/label feature, I just can't remember where it is. Can someone please remind me?
View ArticleForum Post: RE: Envelopes
In generate bills click on OPTIONS at the bottom of the screen. Uncheck the box. Then click on Save and make sure the box for Options is checked.
View ArticleForum Post: RE: Invoice Report
Try the A/R amount billed filter and print to Excel to sort data as needed.
View ArticleForum Post: RE: Invoice Report
Thanks for your response. However, when I pick that filter it only allows you to put in a minimum amount billed and wants a number equal to or greater than. I need a feature that allows me to put a...
View ArticleForum Post: RE: Invoice Report
As AllenH is alluding to: print and Invoice Listing report to Excel. Just push them all out for the date range, then use Excel to sort on the Amount field to skim off just the records you want. Hope...
View ArticleForum Post: Recover deleted template
Using an old version, 10.5, I accidentally deleted a report template: History Bill. Any suggestions on how it can be recovered? Thank you.
View ArticleForum Post: RE: Recover deleted template
Should be able to go to reports - add a report and choose to add back that report.
View ArticleForum Post: RE: Recover deleted template
I found it by going into Reports - then selecting format and finding the specific file. Trying to add the template to the list generated an error that the template was an older version with a statement...
View ArticleForum Post: How do I enter retainer payments in installments in Sage Timeslips?
Some of our clients pay their retainer in installments. Usually their first payment is large and then there may be two or three installment payments. How and where do I enter these payments in Sage...
View ArticleForum Post: RE: How do I enter retainer payments in installments in Sage...
Yes, each payment is a payment to account which will increase the fund balance. You can change the descriptions to anything you want.
View ArticleForum Post: Client Selection Filter "disappeared"
I'm somewhat new to generating large batches of bills in Time Slips (2012) and the employee before me had created a client filter in order to generate bills. Somehow this filter disappeared, so I was...
View ArticleForum Post: What is the meaning of "client selection doesn't exclude any...
The rest of the message states, "It will be automatically removed from the selected filters unless you edit it. Do you want to edit the filter again?" I have seen this message pop up several times....
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