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…
We're using the Apply tickets/expenses to add reimbursable expenses to a customer invoice. Is there a Sage report which will show what invoices were attached to a specific customer invoice? The Job Profitability report shows all the job expenses, but…
Billing > Setup > Standard Item
Under the unit tab there is three data entry boxes ( unit cost, unit price, unit of measure). Can someone explain the difference in the "unit cost" and the "unit price"?
I need to generate a new bill (that has dates on two different approved prior bills) within a certain date range. Is this possible without having to undo the two past bills that the date ranges fall into?
I just wish the developers of SAGE 50 US would go into and correct the fact that none of my entered data on customer "SHIP TO" or "RECEIVER INFORMATION" is retained after I have input that necessary information in the system for my records.
I'd also…
Hi All,
I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know.
Also…
I made a mistake coding an item and billed the wrong job. I moved the item in AP and on only want to bill for the item to show only this item that it had been moved. What would be the easiest and cleanest way to create and bill for this? I tried to go…
For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee - and my report comes out accurate.
This month, when I compare…
We just noticed that since July 2020, a few of the clients that have outstanding balances with us are not receiving their statements. The system isn't even generating the bills with the rest of the billing. I have viewed the client setups and see no reason…
We are trying to figure out how to use email bills in Timeslips 2020. We will have some clients receive emailed bills, and others that will need to have printed, mailed bills.
As I understand the help documentation, email bills are created after bill…
I just finished Contract Billing an Invoice for a customer; finalized, printed and posted. I went back in to continue billing the same customer/same billing contract but the previously completed work column is not updated. I deleted the invoice and re…
Most days, when entering invoices to be paid, or to customers, items that may need additional calculations to get to totals, it would be really great if there was a way to use a calculator inside some of the entry screens.
I was wondering if there is a way to create a new data token? If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format. When emailing my bills, the email template shows Bill Date…
Is there any way to upload a Billing Rate Table. I have a rate table that I have to update 4 times a year that has 539 line items. The screen for rate table is so small and this takes soooo much time I would love to find out if there is anyway to upload…
Anyone exported billing data from RTG to go to Timeslips?
I know it must be sent to a CSV but what are the actions taken in RTG to produce the CSV? I downloaded their trial version to do research for a client who has RTG and it is not friendly.
What…
Hi all. I have Sage 2020. I am creating a client's bill and the invoice shows a balance due (which doesn't really exist, and I've already checked to be sure that the payments are properly applied) and interest is being calculated on said nonexisting balance…
Last year Roger did a Webinar that discussed new features and 1 was a quick way to locate and apply unapplied payments. Can't find the info in the webinar recording and the few tech people ive mentioned this to, are not familar. Anyone here know the answer…
The Iowa Public Defender pays attorneys to handle cases they cannot handle but they require that we submit our itemizations in excel.
We use Timeslips 2018 and cannot find a way to automatically convert to excel. This requires one of my assistants to…
Hi,
We're on Sage 200 CRM Version 7.3 SP3.6
What we are finding is that on a lot of companies on their Sage CRM System is that there are two (Possibly more) Billing Addresses, both ticked and with their own unique AddressID, AddressLinkID, etc…
I am working with TS 2016. I have a two-part question.
1) When I do a master/sub-client consolidated bill, the sub-client invoice number prints, and reprints, as the master client's invoice number, even though it shows it's own invoice number. For example…
