Forum Post: Emaill billing and paper billing reports
I'm looking for an easy button to run bills to be emailed and then regular mail report without having to manually uncheck exceptions.
View ArticleForum Post: Any Plans for a Cloud Based TimeSlips Platform?
I've been trying to persuade my firm to evolve from legacy premise based platforms to cloud based. They've recently adopted QuickBooks Cloud and I'd like to see the same with our Time Management...
View ArticleForum Post: RE: How to Show Cumulative Totals on Current Invoice
Well the time spent wasn't a total loss - I did learn more about layouts and adding a customizable field in one. The thing that took the most time was getting text to match up with the fields. As I...
View ArticleForum Post: RE: How to Show Cumulative Totals on Current Invoice
I just want to add - I also found here at the knowledgebase a comment about "data tokens," which is what the formulas are. I then looked up in Help in Timeslips and was able to print out an entire Data...
View ArticleForum Post: RE: How to Show Cumulative Totals on Current Invoice
Thanks. I'm glad to help!
View ArticleForum Post: RE: Send out bills via email and paper
Thank you for your help! Your combined answers helped me immensely.
View ArticleForum Post: RE: Emaill billing and paper billing reports
Set up a custom field and then use that to select the clients to be billed in each group.
View ArticleForum Post: My clients are going missing from the system
I have entered three new clients into the system. One I can find and add expenses, time, and payment. The other two are completely missing, but if I go back to the enter a new client screen and tab...
View ArticleForum Post: RE: My clients are going missing from the system
When you are looking at the Client List, make sure you are sorting by the field you want (usually Nickname 1) by clicking on the column title: Nickname 1. Does that help?
View ArticleForum Post: RE: My clients are going missing from the system
Under special you can do a search to find where the client is.
View ArticleForum Post: RE: My clients are going missing from the system
Also, when you are looking at your client list, make sure they have not been classified as inactive or closed AND that you are looking at "all" clients as opposed to "my" clients. Right-clicking on the...
View ArticleForum Post: RE: My clients are going missing from the system
The only place that I am able to find the client is on the entering new client page, and you can flip back and forth other than they they are not listed anywhere in the system, expect to re-print...
View ArticleForum Post: RE: My clients are going missing from the system
I don't think your clients are missing, but I do think you are having trouble seeing them easily. Unfortunately that is going to be sort of difficult to troubleshoot via a bulletin board. It's a...
View ArticleForum Post: RE: Emaill billing and paper billing reports
If I'm understanding this correctly I would need to set up a list for email billing and a list for reg mail billing.
View ArticleForum Post: RE: Emaill billing and paper billing reports
Not exactly, you would set up ONE custom field with TWO choices: email and snail mail. Then you would enter one of the two values for each of your clients. Then you could use that field as a filter...
View ArticleForum Post: "Review Account Information" - global defaults
Is there a way to change the default adjustments to individual charges from "round up to nearest 6 minutes" to having no round up on a global default basis?
View ArticleForum Post: RE: "Review Account Information" - global defaults
Yes, that is controlled in the template client(s) you might use when you create new clients. On your client list, click on the template tab, open up the client form and make the change. New clients...
View ArticleForum Post: Bookmarked Slips Report
We have version 2016. Is there a way to do a slips report that shows which ones have been bookmarked? Our firm differentiates between paid and not-paid time slips, so this would be better that doing it...
View ArticleForum Post: Timeslips Actual vs Rounded Time
We have just discovered that we have been sending out bills that are rounded up to the next 6 minutes when there should have been no rounding. Is it possible to retrieve a report that would show us the...
View ArticleForum Post: RE: How to Reconcile Trust accounts in Timeslips 2012?
Is there a way to filter out the zero balance clients? If not, I get 200 pages of report, most of which are zeros. I am the new bookkeeper and trying to reconcile the trust balance in QB to anything in...
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