Forum Post: RE: Client Funds Payment
That would depend on where you are not seeing it. Does it appear in the A/R Transaction list for the client as a PAY type transaction? Are you not seeing it on the bill specifically? If not, are A/R...
View ArticleForum Post: RE: Linking Timeslips 2016 to Sage 50 (2017)
Chapter 17 'Connecting with your Accounting program' of the Timeslips Users Guide found at Help , Other Documents , Users Guide contains the documentation for setting up the link.
View ArticleForum Post: RE: Sage Timeslips 2016 version
Going to Help , About Sage Timeslips 2016... and checking the Build number will be the answer. The latest build is 24.0.3.20. The download area located here will have the Timeslips 2016 Service Release...
View ArticleForum Post: RE: Client Funds Payment
It is not appearing on the A/R with Running Balances Report for the client. It is, although, appearing and being deducted from the Client's Funds Transaction Listing. It is not appearing on the bill....
View ArticleForum Post: RE: Timekeeper rates are different in Slip Entry and on eCenter
2 things: 1) When you are exchanging information between the desktop and eCenter are you opting to update rates? (I 'think' there is a check box for that, but could be wrong.) 2) Rates can pull from...
View ArticleForum Post: RE: Timekeeper rates are different in Slip Entry and on eCenter
All the checkboxes under "synchronize specific data" are checked. We have over 300 clients - is there a way to select all of them? But then when we get new clients, we would have to update them, too....
View ArticleForum Post: RE: Timekeeper rates are different in Slip Entry and on eCenter
I can tell from what you are asking that you're not understanding how it works yet. But as a general rule, yes, there is a way to set them all so that they are all the same for all clients. However,...
View ArticleForum Post: RE: Timekeeper rates are different in Slip Entry and on eCenter
I'm not new to Timeslips - it's been quite a while that I've been managing the program. It's just gotten to the point that I can't deal with manually changing rates any longer and I've been looking...
View ArticleForum Post: RE: Timekeeper rates are different in Slip Entry and on eCenter
Here's sort of an overview: ALL rate rules are driven by the settings on that individual client's Rates tab. Begin with the line that reads: When no rules apply, default Source ___________, Level...
View ArticleForum Post: Undoing a bill I just did!
Once again, hello... This is the most bizarre thing! I have a pre-bill that needed to change a flat fee to retainer payment (who knows why they entered it as a flat fee). I ran the bill final before I...
View ArticleForum Post: RE: Undoing a bill I just did!
There are a number of things that can prevent a bill from being undone. You can find the list in help. If there's not a lot of history you could duplicate the slips onto a new matter and the close and...
View ArticleForum Post: Timeslips Account Numbers - creating new client/account
We created a new account in TS 2017 and when it assigned the automatic TS number it gave a 16-#### (normally it includes digits after the hash: ex. 16-1234) Is there a way to fix this? Or do I need to...
View ArticleForum Post: Invoice Display Issue: Visual glitch
I am currently using Sage Timeslips 2017 and the invoice on the print preview cuts off and I am unable to see anything to the right of the Hrs/rates numbers. (aka I am unable to see the amount the...
View ArticleForum Post: RE: Timeslips Account Numbers - creating new client/account
Moving this post to the Sage Timeslips Support Group. Thanks, Derek
View ArticleForum Post: RE: Invoice Display Issue: Visual glitch
The Knowledgebase article located here resolves that issue. The problems typically exists due to changes in the display settings from a Windows upgrade or video driver change.
View ArticleSubtract Unbillable from Billable Expenses
On the Time and Expense Slip List it would be great to have the system subtract the Unbillable Expenses from the Billable Expsenses and provide a total. This is shown at the bottom right side of the...
View ArticleForum Post: Timeslips 2014 - Bill Stage Error
I was in the process of generating a bill when my system stopped working. After rebooting my computer I was not able to complete the billing approval process for the client I was working on. The time...
View ArticleForum Post: Excel Template for Timeslips.
Does anyone out there have an Excel Template for Timeslips? All of our employees are keeping track of their time in Excel and then re-entering it into Timeslips. (2017) Debi
View ArticleForum Post: RE: Timeslips 2014 - Bill Stage Error
You will need to have your data repaired. If you have a technical support agreement, you can have Sage do it. If not, you can contract with a Certified Consultant to do it for you. We can do the repair...
View ArticleForum Post: RE: Excel Template for Timeslips.
The file can look however you want. You specify the column matching when you setup the Timeslips import template. At a minimum I recommend client name (ideally nickname 1 or 2) , timekeeper ( ideally...
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