Forum Post: Some Slips Just Won't Appear on a Bill
Has anyone experienced this? I have with various clients over time and I've concluded that it's a glitch in TimeSlips with no logical explanation: Some slips just refuse to appear in a bill. There's no...
View ArticleForum Post: RE: Re-create a bill using approved timeslips
I'll see if that works. Thank you.
View ArticleForum Post: RE: Re-create a bill using approved timeslips
When I was first learning how to use the system I created a bill, and it somehow does not appear in the undo list. Now I have to go back and recreate the billing statement using slips with the yellow...
View ArticleForum Post: RE: Re-create a bill using approved timeslips
I have a back up of the day before creating the bill, but if I do that, I will lose everything that I've done since then.
View ArticleForum Post: RE: What is the meaning of "When no rules apply default to...
This is setting up your "default rate rule" for the client. The rate setting that a particular client typically uses. Some firms have complex rate structures. Timeslips lets you set up to 20 rates for...
View ArticleForum Post: RE: Re-create a bill using approved timeslips
SRF is correct in asking WHY do you need to "recreate" the bill? If you just need another copy, then the Bills, Reprint Bills would be the way to go. Do you need to make changes to the slips? Because...
View ArticleForum Post: RE: Re-create a bill using approved timeslips
The bill was generated by mistake and should have been undone. Unfortunately, it doesn't appear in my "undo" list. I understand that I can carry the balance forward, but will look odd to the client...
View ArticleForum Post: RE: Re-create a bill using approved timeslips
So the original bill was correct in all aspects? What exactly would be "fresh"/new/different about a new bill? Just the date?
View ArticleForum Post: RE: Re-create a bill using approved timeslips
Yes, but have other slips that need to be entered that were missing. Don't want to send the client two bills.
View ArticleForum Post: RE: Re-create a bill using approved timeslips
How many slips were accidentally approved/billed?
View ArticleForum Post: RE: What is the meaning of "When no rules apply default to...
Thank you very much! I will go over this in great detail very shortly. Thanks again
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
If you are using a flat fee then you need to make sure the layout you are using includes the details. Also make sure the slip is not on hold and is in the right date range. Do you see start and end...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
If you are using a flat fee then you need to make sure the layout you are using includes the details. Ans: Yes Also make sure the slip is not on hold and is in the right date range. Ans: Yes. Do you...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
I just double checked the slip that wouldn't appear. None of those things are an issue - same end date/start date/billable/ and there was no date limits on the bill. So I reentered/re-created the...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
And to add to it, I tried this: I took the non-appearing slip and changed it to the new re-created client and generated a bill and it appeared. I changed absolutely nothing and it was the same layout....
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
Must be something on the client settings or damage in the file - did you run database verification? You might want to let a consultant take a look.
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
While I have occassionally seen slips not appear on a bill, it has never been for no reason. There has always been a reason. It can be many things, as Caren has had you check, but there is always a...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
Whenever I have a slip that's not appearing on a bill as expected, I use one of the other parts of Timeslips to help me figure it out. The next time this happens: 1) try Billing Assistant: choose Bills...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
The date, either the start or the end date is not in the range selected. Nope The slip is marked Do Not Bill Nope The slip is marked Hold Nope The layout does not itemize slips on the bill Nope The...
View ArticleForum Post: RE: Some Slips Just Won't Appear on a Bill
If you'd like me to take a look, give me a call at 203-254-7736. Maybe I can find something.
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