Forum Post: RE: Notes field as a Selection Filter for a report
Which report are you trying to use. Not all fields are available on all reports, and filtering by text in the Notes field would be the hardest of all.
View ArticleForum Post: RE: report filters and OR
Sometimes you can add a Supplementary Filter to a report. Which report are you trying to run and what fields are you trying to filter for? Can you give us an example?
View ArticleForum Post: RE: report filters and OR
This is a user defined report. I want to do a filter on user-defined field Year Signed being 1 value OR TS field Nickname1 (our client #) being another.
View ArticleForum Post: RE: report filters and OR
Timeslips doesn't allow that type of filter. You could print the report to excel and manipulate there
View ArticleForum Post: Error when go to Generate Bill
We are using TS 2015. We are trying to finalize a bill. We can run, display and print the pre-bill. We want to finalize the bill and "Approve to send to client". We go to Generate Bills and are able to...
View ArticleForum Post: RE: They say third time's a charm - Approving bills
Thank you Allen. I had a successful bill run!
View ArticleForum Post: RE: Error when go to Generate Bill
If it will "print" to Display but not to any other output, then you may have a small case of data corruption. 1. Make a Backup. 2. Run a Data Verification (under File menu) and ONLY check the option to...
View ArticleForum Post: RE: report filters and OR
Caren is correct, since it is two different fields, Timeslips will treat it like and AND not an OR. Would it work for you to filter by Nickname 1, but then sort the results by Year Signed?
View ArticleForum Post: What is the meaning of "When no rules apply default to...
When opening a new client matter, there is a box at the bottom of the Rates section that says: when no rules apply default to Timekeeper, or client or task" . Can you tell me the difference between if...
View ArticleForum Post: RE: Notes field as a Selection Filter for a report
How about using the text search feature and searching the notes field for the string you are looking for?
View ArticleForum Post: RE: Notes field as a Selection Filter for a report
Is this something I can do as part of a filter? If a certain type of letter had been sent to the client, I would not want that client to appear on the user-defined report. Alternatively, I could add a...
View ArticleForum Post: Invoice: Bill with subtotals by reference with attached description
I am working with Timeslips 2015 and we are trying to change the way we bill for audits. What we want the bill to look like is: Professional Services: Audit Services *Insert description*...
View ArticleForum Post: RE: Invoice: Bill with subtotals by reference with attached...
Take a look at the help file under replacement slips. That might do what you want.
View ArticleForum Post: Invoice number will not change for client and all payments show...
I have one client whose invoice number repeats every month, and their invoice shows all payments made to receivables and funds account not just the current payments. How do I fix this?
View ArticleForum Post: RE: Notes field as a Selection Filter for a report
In my scenario, I anticipated the search results being your report. I think you are out of luck attempting to filter a Timeslips report for a string in the client notes field.
View ArticleForum Post: RE: Invoice: Bill with subtotals by reference with attached...
I have messed with the replacement slips but haven't managed to have it get subtotals on the invoice. It does help with adding a message for the service but it doesn't seem to have any option for...
View ArticleForum Post: RE: Invoice: Bill with subtotals by reference with attached...
Subtotals are controlled by the generate bills screen - subtotal tab.
View ArticleForum Post: RE: Invoice number will not change for client and all payments...
Sounds like an invoice for the client has never been approved.
View ArticleForum Post: RE: Invoice number will not change for client and all payments...
When I go to reprint bills it does come up with all of the invoices as proof, but each month they have been approved and nothing is sitting in the proof stage. Any ideas how to fix this?
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