Forum Post: Previous Balance not accurately reflected on next month's billing
An error in billing for one client has been discovered that dates back a few months. Main Issue: A payment received in July, 2014 for $1675.50 was applied, and shows on the July invoice. This left the...
View ArticleForum Post: RE: Releasing slips on hold
What are you trying to print? Hope this helps. If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to...
View ArticleForum Post: RE: Previous Balance not accurately reflected on next month's...
You can only undo the last invoice for the client. Run a statement for the client and set it to show everything. See if there's anything unusual. If it seems to be okay you can try to rebuild the...
View ArticleForum Post: RE: Releasing slips on hold
I have printed my bills for the month. I checked off and approved the bills that were being mailed out and "cleared" the bills on hold. Now I would like to go back in and take all bills out of hold.
View ArticleForum Post: RE: Releasing slips on hold
That's not making sense to me. If the bill printed, it was not being held. Are the slips being held? Or the entire bill? Have you run a Charges on Hold report? Sorry, but I'm not following your...
View ArticleForum Post: RE: Report of collections by partner?
I have not found any custom fields in my 2013 Timeslips. I have been reading the 2015 User's Guide and see that custom fields in the Client Information that can be used to assign a client to a...
View ArticleForum Post: RE: Previous Balance not accurately reflected on next month's...
Thank you for the information. I did run a statement and verified all of the information. After looking into it further, it appears I never "approved" the invoice for July. If I run and approve an...
View ArticleForum Post: RE: Report of collections by partner?
You get to create your own. Setup menu, then Custom Fields. If you use Custom Fields, then you don't need the Collections Report. The Collections Report tells you who created the slip that generated...
View ArticleForum Post: RE: Previous Balance not accurately reflected on next month's...
I don't think approving is going to help you AT ALL. Since you have done quite a bit to try to fix it yourself, it is very difficult for us to get an idea of where the account stands now, and what...
View ArticleForum Post: Printing Summary Sheet for Multiple Matters
Hello, We have been using TimeSlips 10 for years. Historically, we've printed separate invoices for each client matter and then have created a summary sheet in Excel, showing the total amount of new...
View ArticleForum Post: Editing the Appearance of Subtotal lines when subtotaling by...
Hello, I am experimenting with creating a bill that sorts/subtotals by "reference." When I set to sort/subtotal by "reference," the subtotal line prints as: SUBTOTAL: [0.40...
View ArticleForum Post: Allocations / Amount Billed by Attorney
Hello, I am trying to generate a report after we finish our billing each month. I need the report to show the $ amount to be allocated to each timekeeper per Client.Project for all Client.Projects...
View ArticleForum Post: Looking for "Billing" for a period by professional.
I am trying to see what we billed for each timekeeper for a period. We do a lot of interim billing. I can get slip reports but can't seem to find the billing amounts. The Profitability report shows...
View ArticleForum Post: Can anyone me open Timeslips?
Hello, I left another message earlier this morning and was anxious and frustrated about not being able to open Timeslips. I am running Windows 8.1 on a laptop and after installing mandatory updates, I...
View ArticleForum Post: Timeslips Won't Open, but running on Task Manager
I have one user who's Timslips 2014 will not open. It seems to start the Timslips task in Task Manager, but I get no Timeslps dialogue box. Not ever an error. I've tried reinstalling it, but it...
View ArticleForum Post: Timeslips Locking up all day long
I am a tech and one of my clients is a law firm. I have been working on this problem for awhile and unable to resolve it. I have worked with Sage during the install and they have not been able to help...
View ArticleForum Post: RE: Printing Summary Sheet for Multiple Matters
Dear Nancy, Your response to my question regarding consolidated billing was very helpful! This will save our billing assistant A LOT of time! One more question: when using Client.Project formation to...
View ArticleForum Post: RE: Releasing slips on hold
JudyPM, You didn't mention which version of Timeslips you are using. In later versions of Timeslips, you can mark the client for full bill hold right on the client list. Look for the red H on the...
View ArticleForum Post: RE: Allocations / Amount Billed by Attorney
The definition of a collections report is money collected. If you haven't been paid you haven't collected. Many firms don't pay until collected in case clients complain and amounts are written off. I...
View ArticleForum Post: RE: Looking for "Billing" for a period by professional.
Interim billing would make that a bit tricky. Given that you are doing interim billing, how would you calculate the billed fees irrrespective of Timeslips? Hope this helps. If you think this...
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