Forum Post: How to save a client selection filter as a report to use each month
Hi, it's me. Again. I am so frustrated. My employer wants me to pick and choose specific clients to bill each month. So I went to "Generate Bills", and opened the client selection filter and checked...
View ArticleForum Post: RE: How do I get bill detail for who did work (attorney's...
Not sure what you mean by the extra field. The initials need to be assigned to each timekeeper in the timekeeper list. When you open the timekeeper there is a field for initials. Then this field needs...
View ArticleForum Post: RE: How to save a client selection filter as a report to use each...
Unfortunate that you can't get training. Sadly, training is often the most overlooked component of implementing a vital business application like Timeslips. After all, it turns time records into cash...
View ArticleForum Post: RE: How to save a client selection filter as a report to use each...
Allen, Happy Thanksgiving to you! Not a rush as I don't want to disturb you, but where exactly is the "save template toolbar icon" that you mention? I thought my only option was to click on a "disk"...
View ArticleForum Post: RE: e-mail templates for generating statements,
I would like to have a $ sign before the balance due. Tried a few things unsuccessfully. Any help appreciated.
View ArticleForum Post: RE: How to save a client selection filter as a report to use each...
The save and retrieve templates buttons are a couple of buttons below the diskette or save button. To ad a new client name retrieve the template, add the new client name and save the template again to...
View ArticleForum Post: RE: RE: e-mail templates for generating statements,
Depends on what version you are running but generally you can right click on the field and go to format where you the option to determine how it is shown. The fields you are looking for might be most...
View ArticleForum Post: RE: How to save a client selection filter as a report to use each...
Allen, again, thank you!!! I am going in to my office to see if I can do this on a quiet day with no ringing phones. That has been quite a challenge trying to manipulate T/S and answer phones. Thank...
View ArticleForum Post: RE: Retainer/Payment Issue
I'm a Timeslips fairly new newbie, but I think because you entered the retainer as a normal payment instead of a payment from client to funds, that could be the issue. I see this is an old post, but I...
View ArticleForum Post: RE: How do I enter retainer payments in installments in Sage...
Thank you very much!
View ArticleForum Post: Writing off small amount of interest
There are several clients with very small interest amounts due and my attorney wants those amounts gone. How does this get done? I have Timeslips 2012. Is it done by using Write Off? And, if so how to...
View ArticleForum Post: RE: Writing off small amount of interest
Yes. Go to AR and change the type to Write off. Choose the matter and enter the amount. Then click on the invoice and click apply one. If the interest is across multiple invoices enter the full amount...
View ArticleForum Post: RE: Retainer/Payment Issue
You don't HAVE to depend on the automatic payment from the funds account to occur. You can always just enter a manual Payment from Account before you run the bill to insure that it happens as you want...
View ArticleForum Post: Timeslips 2011 - I/O Error 103
I am having an issue with one TS Remote station. After installing the main Timeslips 2011 on a new computer, one of the TSRemote stations (from a total of 5) when using the Send Slips to another...
View ArticleForum Post: RE: Timeslips 2011 - I/O Error 103
Furthermore, now I am getting the following error message Could not establish the network lock file PDOXUSRS.NET needed to open this database. Please confirm that you have access to the program...
View ArticleForum Post: RE: Timeslips 2011 - I/O Error 103
This is going to be a Windows issue/thing, not a Timeslips thing. Try running the executable as Administrator.
View ArticleForum Post: Table Is Full re: A/R Transactions
We use Timeslips 2012 and we are suddenly getting an error message when we approve bills: Table is full I see there are questions on here relating to the slips, but ours says it relates to A/R...
View ArticleForum Post: User Report
I am trying to create a user productivity report that does not include slips that are on "Hold." I was told by Sage that this report has to include "Hold" slips in the total. Any solution?
View ArticleForum Post: RE: Table Is Full re: A/R Transactions
If the AR table is full you will need to purge AR transactions. Similar to purging slips but no archive capability. Make a backup first and run Aged AR reports before and after. I would suggest you...
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