Forum Post: RE: Billed Slip Value
Last ditch effort for me is to keep drilling down on that partner you say is +4hrs and -$20K. Sort the slip summary by client and see which client(s) are effected and that might help. I am glad you...
View ArticleForum Post: RE: Timeslips 2013 purged client
Since there is really no way to bring the history into the existing database, I would suggest just gathering the information and creating a new matter in the database.
View ArticleForum Post: Delete a Retainer - Timeslips 2014
I input a retainer to the wrong client and I cannot seem to delete the retainer. I have purged the transactions for the client and the date with no luck. Any help would be appreciated.
View ArticleForum Post: My "Field Chooser" has disappeared
I was creating a new user-defined slip report, and I clicked on the "X" to remove the Field Chooser off of the page, and now I can't get it back, which makes creating/designing reports impossible....
View ArticleForum Post: RE: My "Field Chooser" has disappeared
It is not called the Field Chooser (might be why you are having trouble locating it). Try View, Toolbars, Field LIST TOOLBAR. Does it show up now? Hope this helps. If you think this suggestion was...
View ArticleForum Post: RE: My "Field Chooser" has disappeared
I did try the View, Toolbars, Field List Toolbar. It was already checked. I then unchecked it and nothing happened, and then I rechecked it, and nothing happened.
View ArticleForum Post: RE: My "Field Chooser" has disappeared
Close all open windows in Timeslips. Then go to setup - preferences - appearances - restore all windows to default size. See if that brings it back.
View ArticleForum Post: RE: My "Field Chooser" has disappeared
Okay, then what may be happening is that the window is open but is "off screen" in the sense that it got relocated off to the side. You can usually fix this one of two ways: 1) If you have a scroll...
View ArticleForum Post: RE: Delete a Retainer - Timeslips 2014
Sounds like you purged AR and not funds transactions. However, there's a simpler way. If the funds transaction has not yet been included on an approved bill go to the funds transaction list, highlight...
View ArticleForum Post: after an upgrade payment entries are missing info
for any payment entered prior to the upgrade to 2014, anything that had previously been entered in the "check no." box is now blank and instead of showing payment type "check" on the drop down which...
View ArticleForum Post: RE: after an upgrade payment entries are missing info
Wow, that's a weird one. What version did you upgrade from? I'd run the conversion again on a backup of the database. Hope this helps. If you think this suggestion was especially helpful, please...
View ArticleForum Post: RE: after an upgrade payment entries are missing info
Two things you might try 1. Close all open windows in Timeslips. Then click on Setup - preferences. Under interface, click on Appearance. Then click Restore all dialog settings to their defaults. 2....
View ArticleForum Post: Client name not showing when I try to add trust funds
I am trying to add funds to a client trust account. Their name does not show up in the drop down list. They show as open clients in the client list, but can not get them to show up to add funds....
View ArticleForum Post: RE: Client name not showing when I try to add trust funds
Go to the client information for that client and then to funds an. Make sure they have a funda account set up.
View ArticleForum Post: Amicus Attorney Link to Individual Timeslips Matters
We've been using Timeslips for 10+ years and just installed Amicus Attorney. In Timeslips, we have each client with a unique nickname and then each client has at least one, but some up to 30,...
View ArticleForum Post: RE: Amicus Attorney Link to Individual Timeslips Matters
There are two ways to setup clients in Timeslips for "shared" billing - client.project and references. It sounds like you are using references. With Client.project you have separate matters that each...
View ArticleForum Post: RE: Client name not showing when I try to add trust funds
I figured it out by clicking around for an hour. They did have a funds account set up, which was the part that was driving me nuts! I right clicked on the names drop down while in the "Payment to...
View ArticleForum Post: RE: Client name not showing when I try to add trust funds
You can turn off My Clients in the features list. To set up "my list" go to the timekeeper and you will have a tab for my list. You can add the clients there that you most often work with. On any...
View ArticleForum Post: Is there a way to add more than 6 sort keys to a report?
I have an invoice listing reports but our client requires a lot of additional information. Is there a way to add more than 6 sort keys to a report?
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