I need to add our clients number (Nickname 2) to the WIP reports, anyone have experience with this? I have had no luck creating from scratch and was hoping to use our current WIP report and add the field (but the option doesn't show)
I don't see a way to ADD it to the existing report, but if you SORT the report by Nickname 2 instead of the default Nickname 1, then it should show the Nickname 2 for you.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
@Shandy54, there are a few Timeslips reports that show WIP. Which one were you working with?
This worked to add the Nickname 2 but it looks sloppy as it shows the client number (nickname 2) and then the amount due and then it shows the client name (nickname 1) and the same amounts due. I wish I could show nickname 1 and 2 and then the amounts to make it clean looking.
Aged A/R Balances
Click the Options button for that report. There is an "Also show this name" option. Try that.
Okay, now I am confused. Aged A/R and WIP would be completely different reports.
Aged A/R is what people OWE you from invoices that you have approved that have not been paid. That report does have an OPTION to include Nickname 2.
Aged WIP on the other hand is a report showing the new entries that have been added to the system that have NOT YET BEEN BILLED. It shows you what you could bill. That report does not allow both the Nickname 1 and 2 on the same line.
Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]
My apologies- it is Aged WIP I am talking about... time that has not been billed yet
*Community Hub is the new name for Sage City