Forum Post: Reducing Client Trust Account
I have a client that has ($855.13) in their trust account. My attorney has requested that I reduce the negative balance from $855.13 to $250.00. I am not sure how to do this. Please advise. I am using...
View ArticleForum Post: RE: How to send bills from our new E-mail address
Timeslips does not control this, your Outlook account settings do. Timeslips just 'hands off' to your default Outlook account. Have your IT person change the default account in Outlook for you.
View ArticleForum Post: RE: How to send bills from our new E-mail address
Thanks. If only there was such a thing as an IT person at this small firm.
View ArticleForum Post: RE: How to send bills from our new E-mail address
And it's odd. I set up my Timeslips just a few months ago without an IT person; Sage assisted me to get things up and running.
View ArticleForum Post: RE: How to send bills from our new E-mail address
Correct, but again, all we did was tell Outlook that we would be handing off some emailing duties. The whole "which account does it send from" is controlled by Outlook, not Timeslips.
View ArticleForum Post: RE: Timeslips eCenter is slow
The issues reported yesterday with eCenter have been resolved. Thank you for your patience.
View ArticleForum Post: RE: Duplicate Clients
Hi Jenn. I'm going to move this to the Timeslips forum so fellow product users will see it and hopefully provide you with an answer.
View ArticleForum Post: RE: Duplicate Clients
Not really. You could move all the slips from one to another, but the invoicing and payment history doesn't move.
View ArticleForum Post: RE: Pages Out of Order on Emailed Invoices/Bills
Make certain that you have the latest version of Timeslips 2017 installed. Currently, you can find the latest update in the Knowledgebase here :...
View ArticleForum Post: RE: Task Bill Status Default not working on Slip
Be sure you are on the latest update of Timeslips 2017. Check it by going to Help, About Sage Timeslips 2017... and the version number shown should be 25.5.11.388. If that is not it, update using the...
View ArticleForum Post: RE: Reducing Client Trust Account
As a general rule, a negative balance in an attorney's trust account is NOT a good thing, so kudos to you for attempting to fix it ASAP. If the account has a negative balance, you will need to use a...
View ArticleForum Post: RE: Reducing Client Trust Account
Thank you Nancy for your response. I would like the negative balance to be $250.00 from $855.13 (my attorney would like the client to only owe $250.00 in their trust account. "discount" sort of speak)....
View ArticleForum Post: RE: Reducing Client Trust Account
Whether actual money is being exchanged is 'sort of' irrelevant, because those two transaction types are the only way to increase a trust balance, which is what you need to do here. What I would do is...
View ArticleForum Post: Billing/Printing
I have TS 2017. I am able to input time as usual. I went to generate pre bills and TS does not respond. I also tried to generate a regular bill and get the same result. Any suggestions?
View ArticleForum Post: RE: Billing/Printing
Make sure your computer has a default printer assigned AND that Timeslips has a default printer assigned.
View ArticleForum Post: RE: Billing/Printing
Also, look for a long scrollbar at the bottom. Sometimes it positions the output off to the side, and you have to drag it back into the frame.
View ArticleForum Post: RE: Billing/Printing
Thanks for the suggestions. I checked my computer and now it does have a default printer assigned but I cannot get TS to respond when I try to go into print set up or any other functions other than...
View ArticleForum Post: RE: Billing/Printing
If you didn't have a default printer for Windows to start with, I would reboot the machine so it can come back up with the new default printer.
View ArticleForum Post: Cannot verify account because of system date error
I've just upgraded a client to Timeslips Premium. At the end of the install process, the installer tried to verify the registration but it keeps failing with the message, "Sage Timeslips Premium cannot...
View ArticleForum Post: RE: Cannot verify account because of system date error
Out of desperation I tried restarting the Windows Time service on the server where Timeslips was installed. I then used the Timeslips Administrator to re-run the verification and it worked. I'm not...
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