Forum Post: RE: TS Import Client Rate Override
We are using client override rate rules per Timekeeper set up in the client. When the slip gets imported, the rate is blank if the timekeeper has an override rule set up in the client. If it does not...
View ArticleForum Post: RE: TS Import Client Rate Override
Can you give an example of your rate override rules? For me, I just tried a simple test and it worked. - I imported a slip for Timekeeper1, Client2, Task3. - I set up an exception rule for Client2 that...
View ArticleForum Post: RE: TS Import Client Rate Override
They are set up for certain timekeepers. They include all tasks and a set hourly rate for each timekeeper which you the client as a rate source. Our database was converted incrementally from 2011 where...
View ArticleForum Post: RE: TS Import Client Rate Override
By the way, the journal says there are no errors during import but I do not think that is entirely accurate.
View ArticleForum Post: RE: TS Import Client Rate Override
That's one of the disadvantages of override rate rules. That is standard problem on imports. Override rate rules also don't update like regular rates.
View ArticleClient "Ranking" Report that orders clients by total payment amount -highest...
It would be great to have an A/R Payment report that sorted each client by the highest total payment amount to the lowest for a given date range. Every year, I send out Christmas gifts and it would be...
View ArticleForum Post: Calculated fields in user defined reports not totalling
I've created a basic calculated field in Timeslips 2017. I have edited a user defined detailed slip report. The field is [Slip:Billable Slip Value] - [Slip:Profitability: Billed SV - Slip Value]. The...
View ArticleForum Post: Private Text Showing on reports
On internal and client facing reports(both custom and canned), private text is showing despite the "hide private text" box being checked. This worked in TS 2011 but ever since conversion to TS 2017, it...
View ArticleForum Post: RE: Calculated fields in user defined reports not totalling
Just to add that I have played around with the totalling options for the field. This seems to work sporadically. Sometimes it will return the data. Sometimes it will return it but not obey the field...
View ArticleForum Post: Assistance with Aged A/R Balances and Timekeeper Reports
Two questions here: 1. On the Aged A/R Balances Report, is there a way to keep clients with credit balances from showing up, so only amounts owed to our office appear on the report? Or alternatively is...
View ArticleForum Post: RE: Assistance with Aged A/R Balances and Timekeeper Reports
1. If you have negative numbers in your A/R report, it is an indication that you may not be using the Client Funds function correctly. Are these negative numbers prepaid retainers that are being worked...
View ArticleForum Post: RE: Calculated fields in user defined reports not totalling
If you don't want to know the information for expense slips, try not filtering the calculated field, but filter for Slip Type on the report itself. That might help.
View ArticleForum Post: RE: Assistance with Aged A/R Balances and Timekeeper Reports
Thanks for your assistance. Your recommendations for the A/R report worked perfectly. However the Slip Summary Report is giving me far more information than I'm seeking. Hoping you can provide followup...
View ArticleForum Post: RE: Assistance with Aged A/R Balances and Timekeeper Reports
Look under the Options button on the lower left right before you print it to see what can be suppressed.
View ArticleForum Post: Year end report help
Hi, Can anyone recommend a report that is simple for me to generate? What we are looking for is a report that shows: Client name Fees Costs Total paid That is all they want to see for the year 2016. I...
View ArticleForum Post: RE: Calculated fields in user defined reports not totalling
Thanks but I use this calculated field elsewhere on the same report and filter that column on expense.
View ArticleNeed more options for auto-naming of electronic bill (EDI) files
When setting up rules for electronic bill formats (such as LEDES), Sage Timeslips provides two options: "Client Nickname 1", or "Client Nickname 1 + Bill Date". We've heard from more than one of our...
View ArticleForum Post: Timeslips eCenter is down - Jan 31, 2017
An issue has been discovered preventing users from being able to login to eCenter currently. Sage IS team is working the issue and will have it resolved as soon as possible. Please check back for...
View ArticleForum Post: Phantom Entries in TS import csv file
We have been using TS import with TS 20011 both with time and expense templates without. Since converting to TS 2017, some csv files contain "phantom" entries which cannot be seen when the CSV file is...
View ArticleForum Post: RE: Private Text Showing on reports
Take a backup of the database before you do any of this. Go to Setup > General > Other > Change your private text indicator to anything else and click OK. Close Timeslips > reopen it >...
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