Forum Post: RE: Editing approved bills
We are all human and we all make mistakes.......try Nancy's suggestion Bills menu and then undo approved bills. Look for the clients in the list and undo them if you are able to do so. Make your...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
Sue, holding slips on the slip entry form is a slip based hold while the arrangement 1 tab you refer to is a client based hold. Different animals entirely although any of these hold options are...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
Allen, I'm not sure we're on the same page. I am just trying to apply a payment to a new account to create a credit balance for future slips maybe a month or 2 down the road. Can you tell me how I...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
:-) Sue, Allen meant any of us who have been trying to answer your question. Caren, Marc, Allen and I all do this for a living. While we are happy to assist with quick answers here on the forum,...
View ArticleForum Post: How to restore time slips that were lost during the transfer from...
The Timekeeper charged her time to the Client that still active in the eCenter but was inactive in the Timeslips at the time when the slips transfer was performed. Now theses slips are lost and the...
View ArticleForum Post: RE: How to restore time slips that were lost during the transfer...
Sage Timeslips does back up the eCenter databases. We only keep these backups for 30 days, however. If the slips in question were in the database that you synchronized last week, yes we can restore...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
Thank you so much. I just thought this would be a fairly common situation--setting up clients with a credit balance--but there is so much to Timeslips that I can understand now that individual...
View ArticleForum Post: RE: Flat fee invoicing with no hours/fees showing - Vers. 2014
Thank you Caren, I am still having difficulty formatting the new layout. I can get each slip not to show hours & $$ amounts but "For Professional services rendered" & "Cost" there are...
View ArticleForum Post: RE: How to restore time slips that were lost during the transfer...
Have you tried reopening the client in Timeslips? The slips may indeed be in the database, but you can't see slips for Inactive clients. Hope this helps. If you think this suggestion was especially...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
Sue, the problem is that we don't understand why it isn't printing either. There is nothing particularly unusual about the credit balance, so we are left sort of scratching our heads about what it...
View ArticleForum Post: RE: TS2014. Error message regarding payment filters
HOORAY!! I figured it out--Payments are applied against slips and Credits are applied to a future invoice. I was applying these as Payments when they should be applied as Credits and then the...
View ArticleForum Post: TSRemote 2009 (ancient history, I know)
Nancy or Caren (or ?), I'm trying to move TSRemote 2009 from one computer to another. I used the correct Reinstall codes (from the old computer), but after the program loaded I got "Cannot find the...
View ArticleForum Post: Add language to Bill
Currently, my bills say "Professional Services." I would like to add more language to this section. Can anyone tell me how to do this? Thanks! Lisa Ryan
View ArticleForum Post: Work in Progress reports
Using TS 2012. I print a report of Work in Progress (WIP) to get a listing of clients I should potentially bill. I'd like to filter out clients that have existing acct balances that exceed what is...
View ArticleForum Post: Report with Custom Fields
How do you create a report to include some of the custom fields you created?
View ArticleForum Post: RE: Work in Progress reports
No way to filter this report for that info that I am aware of. You could probably design a custom report that listed WIP and Funds balances but that is no better than your Billing Assistant solution.
View ArticleForum Post: RE: Report with Custom Fields
I can't take the time to list all the steps but I am happy to point you in the right direction. What you want to do is create a new custom client listing report. You can start the process by...
View ArticleForum Post: RE: Work in Progress reports
You could create a User Defined Client Listing report that shows WIP and Funds Balance. You could have it also have a column for the difference. It won't sort by the difference but it could be shown.
View ArticleForum Post: RE: Add language to Bill
You could add a text box to the bill layout that includes the additional language, or remove the Professional Services words and put in a text box. Like Nancy said, it depends on what you are trying...
View ArticleForum Post: RE: Report with Custom Fields
Thank you for your help. I have tried this, under "Client Information " "Custom" - none of the fields I set up appear in the field chooser on the right hand side of the screen. There is a "custom...
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