Forum Post: Report Conversion 2004 to 2015
My company upgraded Timeslips to 2015 from 2004. 2004 was very stable and error free until we upgraded our PCs to 64 bit, etc. Anyway, the layouts for my billing reports did not appear to convert...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
Not surprising as there have been lots of changes to the bill layout functionality along the way! The later Timeslips versions use .tsl files for the layouts where the earlier versions like your...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
In the 2005 version the way layouts work was changed. When you did the conversion my guess is that you did not have your correct bill layout assigned so your layout did not fully convert. When I do...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
That's what I thought too about importing the .rpt. However, it appears that the bill layout was saved internally within Timeslips. I cannot find a .rpt file that has the same name as the bill...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
As Caren suggested your most cost effective approach may be to recreate your layouts from scratch. When you do so give some thought to the naming convention. Use standard bill for example and...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
Could you briefly elaborate as to what was not set up properly in regards to not having the correct bill layout assigned. I have access to the old version and could do that easily. I did not set up...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
Generally speaking you need to make sure that generate bills is saved with the correct bill layout. However even if you do everything right sometimes the layout doesn't convert. That's why we suggest...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
Steve: What Allen and Caren are hinting at is that this is a bit more complex than you might think. So it is very difficult to write out a nuanced set of instructions here. While this board is great...
View ArticleForum Post: RE: Report Conversion 2004 to 2015
Thank you all. Nancy, what you had indicated is my thought process as well. I don't think the conversion process had access to the .RPT files. I found the .RPT file of our bill, which is separate...
View ArticleForum Post: Flat Fee Analysis report
Hello. I need to generate a Flat Fee Analysis report for our contingency fee clients. This is easy if the slips are designated as billable, but the attorney doesn't want time spent on contingency...
View ArticleForum Post: trying to issue a credit to client
I need to issue a credit to client i did "enter the credit" and it credited the necessary amount but it doesn't show it on the actual invoice. Does anyone know how to fix it? Instead of "balance due"...
View ArticleForum Post: Mass Edit of Slips
I need to change several entries on some individual time slips- the information on the time spent (example "phone call w/Mr. Smith" needs to be changed to "telephone conversation with Mr. Smith") ....
View ArticleForum Post: Timeslip ver. 8 move to laptop
I have a Timeslips Deluxe version 8 on an older desktop that I would like to move to a new laptop for convenience. I have read some ways to do that but was concerned about the older version and newer...
View ArticleForum Post: RE: Flat Fee Analysis report
Not sure there is an easy fix but you might consider using custom client fields to help with this report. Define a custom field for "case type" where at least one value is "contingent". Make it a...
View ArticleForum Post: RE: trying to issue a credit to client
I suspect it is because your bill layout is set to not show Payments and A/R Transactions. Without looking at your system remotely, it would be hard to say what it is definitively. Hope this helps....
View ArticleForum Post: RE: Mass Edit of Slips
There is an export feature. Make the changes and save. Then click on the icon that looks like a piece of paper with an outbound arrow. When you hold your mouse over it, it will say export. Strongly...
View ArticleForum Post: RE: Timeslip ver. 8 move to laptop
The odds of you getting v8 to install and run on a newer operating system are small and I don't think it is worth the effort. I would upgrade to a new version.
View ArticleForum Post: Invoice Numbering
I am trying to set up separate invoice numbering for each client (so the client's first bill is 1, then 2, etc.), versus a global invoice number that keeps increasing for all client bills. I have gone...
View ArticleForum Post: RE: Invoice Numbering
Did you make sure the little dot next to the invoice number is selected? To me this is a lot of extra work. is there a particular reason you want to do this?
View ArticleForum Post: RE: Invoice Numbering
Thanks for answering. Yes, the dot was selected. Not sure why this is extra work? I would like each client's invoices to be in order, so that their first bill is #1, then #2, etc. versus just the...
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