Forum Post: Printing a statement showing a summary of billings
I would like to print a statement for one client showing the original billing amount of $375.00 in April, plus a line-by-line summary of the monthly interest charges that have accumulated each month...
View ArticleForum Post: RE: Bills missing footer when printing to pdf
Hi Roger, Yep, it seems to work in 2018. Just not 2017. Thank
View ArticleForum Post: RE: Bills missing footer when printing to pdf
Hi Caren, Thanks for the offer. It was V2017. As below it seems to work in 2018 so an upgrade may be on the cards
View ArticleForum Post: RE: Invoice Design
Sure thing! Any Sage Timeslips Certified Consultant can do that for you. I'm in my office today and tomorrow, but out Mon - Wed of next week. Just reach out and we can talk about it. Nancy Duhon, Esq....
View ArticleForum Post: RE: Printing a statement showing a summary of billings
I'd probably just send them an A/R Transaction report filtered for them, with all the details broken out.
View ArticleForum Post: RE: OLE error 800A03EC
Excel 2013, 32-bit. Others in my company have same version of Excel and do not get the error message
View ArticleForum Post: RE: Printing a statement showing a summary of billings
Blls, Generate Statements should do just that. Be sure to look at the options on the report to get different data to appear.
View ArticleForum Post: RE: Invoice Design
As Nancy said most of us Consultants can help. If you don’t get with Nancy I can help next week
View ArticleForum Post: RE: OLE error 800A03EC
What version of Timeslips? You might try a repair on Excel. That sometimes fixes issues like this. Also, make sure excel is closed when you try to send to excel.
View ArticleForum Post: RE: Bills missing footer when printing to pdf
It works fine in 2017 as well in my testing.
View ArticleForum Post: RE: How to Delete/Edit Funds Transaction Entry
When I open the "List View" of the List Funds Transactions and open the Client Funds Transaction Entry I want to edit (I want to change the transaction type) the "Type," "Client," and "Account" fields...
View ArticleForum Post: RE: How to Delete/Edit Funds Transaction Entry
You will have to remove the bill from proof or revision stage before you can change the entries. On some transaction s the type can't be changed. In that case, you will have to delete the transaction...
View ArticleForum Post: Survey: How interested in the ability to integrate a LawPay "Pay...
Please express your interest and suggestions regarding the ability to include a LawPay "Pay now" link on client emails delivering invoices. Your clients will obtain the ability to click on this LawPay...
View ArticleForum Post: RE: Printing a statement showing a summary of billings
RogerS, thank you!...your solution is *almost* exactly what I need. I have attached an image of my test statement below. The client paid their original bill amount of $375.00 on 9/20/17, not including...
View ArticleForum Post: RE: Printing a statement showing a summary of billings
Thanks, Nancy. This report definitely does show the desired information in chronological order; however, it's kind of cluttered with all the INV's and G:numbers, etc. (not very reader-friendly) We were...
View ArticleForum Post: RE: Survey: How interested are you in the ability to integrate a...
Needs to be more than just A/R. Needs to also allow for Trust/IOLTA payments. They should be able to make make one payment and we should split it up and post to the correct Timeslips and bank accounts.
View ArticleForum Post: Error: Table is full; purging
We received an error that the table is full when trying to save new slips. We have tried backing up, archiving and purging but it did not seem to work. How long does purging take to work and has anyone...
View ArticleForum Post: Deferral of Payment (TS 2017)
We have arranged with one of our clients an agreement to charge them 50% of their monthly invoices and defer the remainder until closing. How can we do so in a way that won't affect billable hours and...
View ArticleForum Post: 2018 TS Expense Import
I am using TSimport using acti nickname 2 for the expense code number. It imported without issue in 2017. I would usually get a popup asking me to match the number with the corresponding expense code...
View ArticleForum Post: RE: Error: Table is full; purging
The time will depend on many factors including the server, the workstation and the communication between the two. I generally recommend running the purge on the server. Alternatively you can do it on a...
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