Forum Post: Editing the Client Funds section in Design Layout
I would like to move the client funds (Retainer) section of the bill to the left. The way it appears by default is underneath my Total Due so it looks like they owe the funds amount rather than the...
View ArticleBlog Post: July 2016 Service Release
July 2016 Service Release has just released. This Service Release is the result of customer feedback and continued quality assurance testing. Listed below are enhancements and issues that are fixed...
View ArticleForum Post: RE: Reopening Closed files
Since it looks like you are using Sage Timeslips I am going to move this post to that Support Group since it was originally posted in the incorrect forum. Thanks, Derek
View ArticleForum Post: RE: Reopening Closed files
Hohn: If you are in fact using Timeslips, then Open your Client List, RIGHT-click over the list of client nicknames and choose Change Classification. It will open a window that will let you move large...
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
I don't think that is possible. You can lots of other things between the sections and move the section around, but I don't think you can move the columns for just the Client Funds section. Some things...
View ArticleForum Post: RE: Timeslips 2016 - Use of Space Bar for Select
Are you using this on a Windows 10 machine? If not, which OS?
View ArticleForum Post: RE: Timeslips 2016 - Use of Space Bar for Select
Currently Windows 7. Will be upgrading to Windows 10 next week. But I also have an assistant who uses Windows 10 & has the same issue.
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
How do I gain access to the Client funds section? it seems to be hidden from view in the Time charges - Summarized Section.
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
That was sort of my point, you can't "see" that section in the layout, so you can't adjust any spacing within it.
View ArticleForum Post: Prebill filters for clients with balances but no activity
Our monthly prebill has grown to almost 800 pages, and I've been asked to separate it into clients with current billable slips and clients with balances but no activity and everything but current...
View ArticleForum Post: Customer statement in sage 300
When we print a customer statement in the end of every month, those amount on the bottom do not match the total amount, it always missing one day. There is no current amount show. Is there any way we...
View ArticleForum Post: I had to make a fake invoice to clear credits that I couldn't...
I had to make a fake invoice to clear credits that I couldn't delete - now AR shows a different amount than the "previous balance" on bill. What did I do wrong or is it a glitch? I have been trying to...
View ArticleForum Post: RE: Timeslips 2016 - Use of Space Bar for Select
The July 2016 Service Release mentions improvement in this area. I do believe this only affects Timeslips Premium and Timeslips 2017 users however. "When setting up selection filters (for example, on...
View ArticleForum Post: RE: Timeslips 2016 - Use of Space Bar for Select
This will seem like an overly simplistic answer, but I'd just take the spaces out. You only get 30 maximum characters in a nickname, so why waste one of them on a space? Also, the marking thing is not...
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
Okay, let me rephrase, in which section are the Client Funds fields located ? I have been putting lines before and after every section to test it, but still can't find where to place the line?
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
Client funds are part of the miscellaneous section
View ArticleForum Post: RE: Editing the Client Funds section in Design Layout
If you have a bill layout open, click on the Section menu, then Configure Layout Sections, find the section named: Client Funds transactions and balances and adjust the options for that section.
View ArticleForum Post: RE: Prebill filters for clients with balances but no activity
Why do you need prebills on those clients at all? Are they going to be reviewed or marked up in any way? Sounds like you are good with the bills that have new time as that needs to be reviewed, but the...
View ArticleForum Post: RE: Prebill filters for clients with balances but no activity
For now, they still want to review them. I'm hoping this will change once they see how nice it is to only review current time, but until then I still need to give them the old info. Any advice on how...
View ArticleForum Post: RE: I had to make a fake invoice to clear credits that I couldn't...
There could be a system glitch - hard to say without looking. One thing you can try. Make a backup. Then go to database verification. You want to rebuild the AR balance for just the one client. Do NOT...
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