Forum Post: RE: User defined reporting - "In Reference to" in Slips
Are you perhaps confusing "In Reference To" which is a Client field, with "Reference" which is a slip field? Though they sound alike, they are not the same thing.
View ArticleForum Post: RE: Report that excludes old clients without excluding old slips?
The problem is I can't trust the WIP or AR, only the total balance. The members of my firm before I joined didn't understand the program, so they input time and payments but never billed anything. So...
View ArticleForum Post: RE: Report that excludes old clients without excluding old slips?
The best report for who owes you money is your Aged A/R Balances report. But, I don't think you can filter an Aged A/R Balances report by a slip criteria. However, you could run it filtered by a Last...
View ArticleForum Post: RE: Report that excludes old clients without excluding old slips?
Just saw your post about the firm not actually generating bills. So the Aged A/R might not work for you.
View ArticleForum Post: RE: Report that excludes old clients without excluding old slips?
That's why I've been using the Clients Not Billed -- the balance owed actually applies any unapplied payments so I get a true amount owed. I just can't do much of anything with it in terms of filters.
View ArticleForum Post: RE: Report that excludes old clients without excluding old slips?
Well, the problem is that it isn't OWED until you send the client a bill. So not sure how you can focus collection efforts on stuff that has never been sent out yet. Yep, you have some homework to do...
View ArticleForum Post: RE: User defined reporting - "In Reference to" in Slips
Hi Nancy, Nope, I'm definitely going to the client drop down box on the right hand side and selecting In Reference To. Have you tried it out yourself? If I can find out from somebody that In Reference...
View ArticleForum Post: RE: User defined reporting - "In Reference to" in Slips
The field appears in report designer but when you add the field, no data is populated. I am not sure but I think that was reported. Hopefully it will be fixed in the December SR!
View ArticleForum Post: How do I generate a report that shows Attorney, Amounts Billed...
Does anyone know how to generate a report that shows Attorney, Amounts Billed for a certain period (A/R Transaction Date), and Invoice Status (Paid/Partially Paid) amount at the same time? I cannot...
View ArticleForum Post: Auto-Fill client address
Using Sage Timeslips 2017. In a previous version of timeslips, we could add a new client, ie SARJEF.001. Later that same client may have another matter, which we would name SARJEF.002. When SARJEF.002...
View ArticleForum Post: RE: Does anyone know how to generate a report that shows...
I need to be able to choose "Attorney" and not "originating attorney", as the attorney works on his own client matters, on client matters for other attorneys, and others may work on his client matters.
View ArticleForum Post: RE: How do I generate a report that shows Attorney, Amounts...
Timeslips doesn't really track AR by timekeeper
View ArticleForum Post: RE: How do I generate a report that shows Attorney, Amounts...
Is there a way to show amounts billed and amounts paid for an attorney? I can do it for originating attorney, but I have not been able to generate the same report with the attorney filter -- One of the...
View ArticleForum Post: RE: User defined reporting - "In Reference to" in Slips
I use the In Reference To field in my invoice and statement layouts, in the Header section only. Not all fields will work in all sections, I have found. (I use TS 2016). Hope I don't lose that...
View ArticleForum Post: RE: User defined reporting - "In Reference to" in Slips
Timeslips 2017 perpetual license. Created a user defined report that included client nickname 1, In Reference to and Fund balance. All fields show as expected including in reference to. My build is...
View ArticleForum Post: RE: User defined reporting - "In Reference to" in Slips
Many thanks Terry, Debi - The In Reference To field isn't currently turning up in my user defined slip or billing report but it does appear on bills and statements. With any luck Terry is right and my...
View ArticleForum Post: RE: Timeslips 2017 Backups
The other thing you have to look out for is where you are saving the backup to. The scheduled backup has to be saved locally. It cannot be saved to an external drive. Have you checked folder...
View ArticleForum Post: RE: Auto-Fill client address
In Timeslips addresses are "auto-filled" based on the settings in setup > general > new names. Address can be filled based on Template or Master. This has not changed. If you don't want to...
View ArticleForum Post: How do you format a value in a text box?
I am new to using TimeSlips and I was given the bill template by my predecessor to use. The text box in the template template reads "Your total balance, including past charges, is $[Client...
View ArticleForum Post: TS 2015_billing assistant will not open.
TS 2015. All of the sudden the billing assistant will not open. A dialogue box opens quickly, but the billing assistant never opens up. I tried reinstalling TS, which did not make a difference. Any...
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