Forum Post: RE: How to Reconcile Trust accounts in Timeslips 2012?
Check the options on the report you are running. You can usually choose to exclude $0
View ArticleTaxable Expense Report
In NM not all expenses (what I call advanced costs) are taxable. Between Payment Distribution - Fees & Costs, Tax on Each Invoice and Tax Collection Summary reports I have managed to manually...
View ArticleForum Post: RE: How to Reconcile Trust accounts in Timeslips 2012?
Wow. I was always bothered by the fact that the "Funds Account Listing" report didn't include a total. I always print out that report, then use Excel to add up the numbers. (There are usually only...
View ArticleForum Post: RE: Bookmarked Slips Report
Timeslips 2016 does have a filter available on the slip listing called "slip has bookmark". That should do it for you.
View ArticleForum Post: RE: Bookmarked Slips Report
We create excel spreadsheets that list all of the slips for an attorney for the month and we note if each one is paid or "NP" (not paid). This is a lot of work. I would love if we could mark the slip...
View ArticleForum Post: RE: Bookmarked Slips Report
Do you need it at the slip level? You can easily run a report of invoices not paid. You could also look at the timekeeper contributions and collections report.
View ArticleForum Post: RE: Timeslips Actual vs Rounded Time
I don't know if you can put both numbers in the SAME report, but you could get a Slip Detail of all slips included on certain invoices and run them once with no rounding, and a second time with...
View ArticleForum Post: RE: Bookmarked Slips Report
(I'm going to get up on my soapbox now just because, well that's how I am, this topic gets me worked up.....) I think you are DEFINITELY working too hard on this. You need to find another way to...
View ArticleForum Post: RE: Bookmarked Slips Report
I appreciate your input. We get retainers up front, in addition to a trust fund amount (for example: $1500 general retainer plus $2000 going into the trust account. However, at $295 per hour, they use...
View ArticleForum Post: RE: Timeslips Actual vs Rounded Time
You could also create a User-Defined Slip Listing report and a customized calculated field of (Billed Slip Value) - (Billed SV-Slip Value) would work for the non-rounded value to appear.
View ArticleForum Post: RE: Bookmarked Slips Report
Not sure what you tried and agree with my colleagues that there are better ways to monitor money in the door. To circle back to your original question, if all you want to do is find slips that are...
View ArticleForum Post: RE: Bookmarked Slips Report
I'm not sure what other firms do, but it is important to our system to know if each slip is paid or not paid. It's very specific. In the detail slip listing, you can choose "yes" to has a bookmark or...
View ArticleForum Post: RE: Bookmarked Slips Report
PattiS: I don't mean to underestimate the tasks you need to do in your job, but aren't you basically saying that you need to know the difference between the client's Trust Account / Retainer balance...
View ArticleForum Post: RE: Bookmarked Slips Report
[quote user="PattiS"]-If you don't get paid on an invoice, why? It isn't always the attorney's fault the client doesn't pay. Could be a deadbeat client you should have never undertaken representation...
View ArticleForum Post: RE: Bookmarked Slips Report
If the partners are unwilling to change, then there is not much we can do to help you other than Allan's suggestions about running reports with the filter. But I would suggest you look at the following...
View ArticleForum Post: RE: Bookmarked Slips Report
I appreciate everyone's input, but we have completely gotten off topic. I understand now what I have to do as far as bookmarking slips. I may get them to try it. We literally just need to know if there...
View ArticleForum Post: Write Offs reappearing
I wrote off a client's charge back in March. It showed the write off and remained the correct new balance through May. Now in June, the amount of the write off is showing again as a previous balance!...
View ArticleForum Post: Correct and Invoice on the AR List
Hi! I'd like to ask a question regarding invoices and accounts receivable, please. An invoice shows as Paid In Full in the AR List, but when I click on the invoice, it shows unpaid charges. I want to...
View ArticleBlog Post: Submit your Sage Timeslips Ideas
At Sage, we realize that the world around us is constantly changing. And nowhere is that more obvious than the interface between business and technology. Sage Ideas is your central location to...
View ArticleForum Post: RE: Write Offs reappearing
Sounds like might be some corruption. First make sure the write off is linked to the invoice. Assuming it is I would make a backup and run a data verification with only repair the AR balance for the...
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