Forum Post: TimeSlips 15 Not Pulling Trust
In TimeSlips 15, A few clients are not having trust funds pulled over when we run bills. In the trust function, detail bill is checked and the auto pay box is checked. Anyone have any ideas why?
View ArticleComment on Sage Timeslips 2017 - April service release
Which service releases are available for 2015 Sage, Version 2016, Build 24.0.0.12?
View ArticleComment on Sage Timeslips 2017 - April service release
Hi Dan, if you go to the link below you will be able to download SR 3 for Timeslips 2015. Based on your build # it would appear that you are on the initial release for TS 2015 and may also need SR1 and...
View ArticleComment on Sage Timeslips 2017 - April service release
Sorry Dan, here is the link support.na.sage.com/.../msbrowse.do
View ArticleForum Post: No Data Selected Error Message
I just undid a bill to make a small change. When I tried to print and finalize it again, I started getting an error message that no data was selected, and I am not able to print or finalize the bill....
View ArticleForum Post: RE: TimeSlips 15 Not Pulling Trust
Do the clients have new charges? N.B. that the autopay will only pay NEW charges. If they have a previous balance that you want to pay with Trust Funds, you will have to make a manual Payment from...
View ArticleForum Post: RE: TimeSlips 15 Not Pulling Trust
And following up on what Nancy said, also if there are any Accounts Payable transactions (Payments, Credits, Write Offs, etc.) it likewise will not auto-pay a new balance.
View ArticleForum Post: RE: TimeSlips 2014 Local Installs Not Connecting
Disable the TeamViewer QuickConnect feature. You should work fine after that. The dead giveaway is in the titlebar of the screencap. You will see that double-headed horizontal arrow icon, which is the...
View ArticleForum Post: RE: TimeSlips 2014 Local Installs Not Connecting
Ding, ding, ding. I think Roger has the winner here. I second his idea that the fourth button in the titlebar in the upper right is the clue. I'd try disabling QuickConnect for Timeslips and you should...
View ArticleForum Post: RE: No Data Selected Error Message
You don't mention your Timeslips version but start by double checking your filtering..........maybe just filter for the client to see what you get. In a case like this, Timeslips is telling it like it...
View ArticleForum Post: RE: Linking Timeslips 2016 to Sage 50 (2017)
Hi Caren, Yes I would like to send you an email, could you respond to me at dmorgan@danmartinez.com, so I can elaborate on this project? Sincerely, Deborah Morgan
View ArticleForum Post: Is there a way to set up rules for time entry narratives inside...
We are an insurance defense firm using Timeslips Premium. We wanted to know if there was a way to set up time entry rules to ensure timekeeper compliance with insurance guidelines as they enter their...
View ArticleForum Post: RE: Is there a way to set up rules for time entry narratives...
There is not. What might help is setting up standard abbreviations that will expand to text phrases.
View ArticleTotal on Funds Report
The funds listing report is a great report, however it doesn't have a total. It would be more helpful if it had a total. Now my choices are, send to Excel and total or run a custom funds report which...
View ArticleForum Post: Client Funds (retainers) posting payment question
I would like to know what happens on the G/L side of client funds transactions, to make sure that I won't be double posting payments from clients with retainers. When we open a new project, we send the...
View ArticleForum Post: RE: Client Funds (retainers) posting payment question
It will not cause double entry if it is set up correctly. There will be a transaction that puts money into the bank account and increases your income or reimbursed cost. And there will be a second...
View ArticleForum Post: RE: Client Funds (retainers) posting payment question
Okay, thank you. We do not have a separate Trust account for clients, it goes into our Operating account. That's why I was wondering. We are not going to use Quickbooks, though I have not found...
View ArticleForum Post: RE: Client Funds (retainers) posting payment question
If the money doesn't go into the funds account, then you should not be putting it into Client Funds in Timeslips. If it is a credit balance it would go to suspense and then when it comes out of...
View ArticleForum Post: Any way to reset beginning balance to zero for a single client...
Is there any way in Timeslips 2017 to reset a client's beginning balance when generating statements? I want to reset the beginning balance to zero. (I am running a comprehensive, multi-year statement...
View ArticleForum Post: Billing
When I try to Generate a bill for a particular client and push print this pops up: "No data selected. Either there is no data available or the selection filters exclude all records." Data shows on the...
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