Timeslips Version 2019 - Payment history keeps showing up on bills.

We recently upgraded to the 2019 version.  Now old customer payment history keeps showing up on bills and pre-bill worksheets.  They are not needed and take up a lot of paper printing out unnecessay information.  

Is there a way to turn that off in the program?

Thanks for anyone's help!!!

I'll try to attach an image of what I'm talking about.

Thanks,

Mike0218.06-04-2019.pdf

  • 0

    The Pre-Bill work sheet displayed has an option to turn off Itemized A/R Transactions.  Typically you use this to determine the accuracy of the bill that is to be generated.  Once the bill is generated and approved, that particular transaction will not appear again.

    Removing it from the bill can be done on the Bill Layout for the clients, under Configure Layout Sections.

    If you need further info, let us know here and a consultant can assist (for a fee), or contact Timeslips support at 800-555-2452.

  • 0 in reply to RogerS

    6177.06-05-2019.pdf

    We turned off Itemized A/R Transactions and made no difference.  The attached is what we are seeing. It's not all client bills though.  Thanks for your help.