Forum Post: Client Controller in Generating bill
I have a client that when they generated bills they would choose the filter group called client and then choose Client Controller. When they clicked that option it would let them choose which attorney...
View ArticleForum Post: RE: electronic billing -- third-party processor reduced our payment
Credit makes the most sense. SOme of the Vendors let you appeal the bill in which case you should wait until the final decision. If that's not an option, and you have been paid, then yes, credit. This...
View ArticleForum Post: RE: electronic billing -- third-party processor reduced our payment
Laurie! Great to "see" you again. I usually recommend a Write Off when you bill something legitimately, but don't get paid after you send it for whatever reason, and a Credit when it is more of a...
View ArticleForum Post: RE: Changing e-mail in Bill Header
Are you sure you are editing the correct layout? Stuff like an email address can either be: 1) pulled from a data field like General Settings, OR 2) inserted as a static text field. It is the kind of...
View ArticleForum Post: RE: Changing e-mail in Bill Header
It may be that I'm not editing the correct layout, and I hadn't thought of that (something so obvious!). I will play around with it some more and see if that's my problem. Thanks for your prompt reply!
View ArticleForum Post: RE: electronic billing -- third-party processor reduced our payment
Thanks, Marc, Caren and Nancy! We are not going to appeal (not my decision), so I will either write-off or credit. (We run on a cash basis, too, so not much difference.) -laurie
View ArticleForum Post: RE: Client Controller in Generating bill
It's not so much a report as it is a FILTER for a report. I.e., run this report, but ONLY run it for THESE clients. You say it "does not run anymore." Can you give us a few more clues about what you...
View ArticleForum Post: RE: Client Controller in Generating bill
Nancy - it is a filter. You can still go to Bills/Generate Bills and it will bring you to the report entry screen. On filter group you would can choose from "most popular". The client from drop down of...
View ArticleForum Post: RE: Client Controller in Generating bill
Hmm, that is an odd one. So the custom field is there to choose as a filter, but there are no choices in the pick list? I'd 1) make a backup, then 2) click on File; Data Verification; and check off...
View ArticleForum Post: RE: Client Controller in Generating bill
What version? Are you on latest service release? I seem to recall this as an issue.
View ArticleForum Post: RE: Client Controller in Generating bill
Training issue with the main topic being DON'T let attorneys restore backups!!!
View ArticleForum Post: RE: Client Controller in Generating bill
LOL. Yeah, that was a bit of a red flag. Had me wondering. Glad you got it fixed.
View ArticleForum Post: RE: Client Controller in Generating bill
Nancy, I have not got this taken care of as I have been at other clients today, hopefully in the next couple of days. Also, the company is on the latest release because the company moved physical...
View ArticleForum Post: RE: Client Controller in Generating bill
Dana, if the atty left the check box "on" in that restore dialog there is likely a BKU file called "original" somewhere. DO NOT overwrite that BKU file. Create a new database and restore that BKU there...
View ArticleForum Post: RE: Client Controller in Generating bill
OIC. Appeared from Alan's post that it was resolved. Ooh, yes, that is a mess. Hard to tell what is going on, but that custom field would usually link to a Timekeeper custom field. Since they have not...
View ArticleForum Post: Timeslips 2016 SLOW!!!
We recently updated from 2009 to 2016 Timeslips. We have 3 users, database is stored on small server. All computers are running Windows 7, same version. Since we upgraded Timeslips is extremely slow,...
View ArticleForum Post: RE: Timeslips 2016 SLOW!!!
Okay, so sort of a lot of information there, but I like more information, so let's see what sort of insight I can give you. In a 'plain' Timeslips installation, there are no folders called @recycle or...
View ArticleForum Post: RE: Timeslips 2016 SLOW!!!
You can go to setup - performance settings and uncheck everything. I would also suggest you run a database verification and look for errors. I had this issue with a client and that was the problem...
View ArticleForum Post: Have you seen it? Sage Timeslips Premium's Quick Bill function?
Hello Sage Timeslips Family, Take a moment to familiarize yourselves with our New Quick Bill function. Create clients, generate bills and print and/or e-mail bills in one location. No more navigating...
View ArticleForum Post: You are a genius if you can answer this one. How do I add the...
Sounds simple right? I dragged every possible database field over and none gives this balance. This number is available in a funds balance report so it doesn't make sense that I can't add it to a cover...
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