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Does anyone know how to program Timeslips 2017 so that some but not all invoices are delivered ONLY by email? In other words, I want to print/send invoices to all clients at the same time, but some clients prefer only email delivery. Short of manually…

I'm trying to figure out how to write off unbilled time showing up on a Prebill without the Timekeeper losing the time they have entered. I am using Time Slips 2018. Thanks.

Can I create a summary of hours by employee, then further break that employee's time by task hours? I can only find summary by task/reference and summary by employee. For Example: John Doe PE Document Review 5.0 hrs $500 Project Management…

I want Timeslips to warn me when timeslip charges reach a certain amount. How do I do that?

When I log into sage and click the green "Create" button, and select "sales invoice", I can attach a csv file, but no matter what it will not accept it, saying " File not supported. Try another doc, sheet or image format ". Upon further examination, the…

I received an email message from Sage Collections (noreply address) that I have to update my credit card account information. When I follow the link, I get the following message: -------- Error undefined is not an object (evaluating 'r.scrollIntoView…

My company typically requires an initial payment for flat fee billing arrangements. This is essentially a "deposit for services". I have been creating a flat fee for this initial invoice and then a second flat fee for the final invoice. Is it possible…

I have been searching everywhere to find an inquiry that has the last billing date for a contract. Does anyone know if such a thing exists? I can't even find where this information is stored in contracts, billing, job cost, AR, anywhere. Your help is…

How do I account for retentions receivable please? Do I invoice the customer the full amount and credit the retention value? And then re-invoice the retention value on the due date? What N/C would these go to?

I just noticed that when i set up the AIA contract items I accidently entered lump sums instead of putting the units and unit prices. I already approved the contract. I unapproved the contract items because I thought I would be able to add the units and…

Have Sage 50 and no longer want to mail my clients invoices, we want to email all invoices. Can someone send me any information on that or do we just hit email instead of print on the screen? Thank you Kirk

Our employee bought parts with a company credit card. I need to add a journal entry manually for it which should be this I believe: Credit the Credit Card. Debit the expense account. Where it gets tricky is that I need this tied to the invoice…

Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.

I used the Decrease Invoice feature for the first time in October. The Decrease Invoice is applied to the correct invoice, and the invoice shows as Paid in Full. Unfortunately, December's invoice is off by $488.00. The A/R is showing the correct balance…

My customer does not always pay the full amount. This is a known problem that we track to make sure it doesn’t get too expensive. For example the invoice may be $50, but they only pay $48. Sage locks the invoice for editing so it’s difficult to adjust…

I have two clients accounts that I want to close out in Timeslips as their cases are now closed with the firm. Each time I attempt to close the client, I get a notice stating the following: (I whited out the balances for privacy issues) There is 1…

We use a third-party vendor to produce our sales invoices. I'm working on an import to get the invoice detail into Sage. When i import the file, there are no item/description in the body of the invoice. Total of the Invoice appears in the Sales tax line…

Is there a way to set up my invoicing to automatically apply the Customer's account credit to their invoice? This would be SO HELPFUL, instead of having to create the invoice, then go and receive the credit against it, then reprint the credited invoice…

I am using the master client layout on a few of our larger clients where there are multiple matters. In producing the bills, it only gives one invoice number on the first page for all of the matters billed; subsequent pages have Re line but no invoice…

I enter expenses using standard description, quantity and price which shows as slip value on my invoice. Is there a way to show more detail so client sees the quantity? Below is a simple example of filing 2 LLC annual reports at a cost of $520.00 each…

My card had to be canceled because of fraud. Sage sends me email to update my billing info so I click on the link. Clicked on enter a new card but the page was not available. Tried again. No luck. I tried to call the 866 number on the same page. It tells…

I have a customer who requires 2 invoices each month off the same contract. I understand how to enter the first contract billing but when I go to enter the 2nd one, how do I get the items billed this month to items previously billed. I am trying to bill…

So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

Hello, The invoice format shows up as a .crs file, but when I use Crytal Reports to open it to edit the format I get the following two error messages. The report design will then open but it is in a format which I am unable to edit. Any help would…

Firstly, We have 3 invoices 11113355, 11113356, 11113357. Invoice 11113357 was created to hold retainage for the previous two invoices after we received payment and realized retainage should have been held but was not originally. Therefore when…