My company has a policy where if the revision of an individual part or subassembly changes (like a cable changing from Revision B to C), the top-level assembly revision must also change (like 000 to 001).
Since many top-level assemblies may use the…
I wrote off a client's charge back in March. It showed the write off and remained the correct new balance through May. Now in June, the amount of the write off is showing again as a previous balance! Any ideas when has happened? This has happened one…
If a client pays by check, it shows on the bill as "Payment - Thank you Check No. XXXX," but for VISA, or any other payment type selected in the drop-down menu, it doesn't auto-populate. Any suggestions?
Brentonmaitre,
If you go to the [Setup] tab in the task area and choose messages [Text For All Bills 1] and [Text For All Bills 2], these can be edited to add a message to the foot of each bill as desired. These messages will appear on all bills. I…
Is it common to have missing bills in TimeSlips?
I have noticed the last few months more and more bills are disappearing from TimeSlips. Here are the steps I use to create a bill for a client.
I create a pre-bill which is saved as a PDF, then I create…
When using Arrangement 1 in Client info to record a discount to be shown as a reduction to the total of time charges How do i get to use the Edit tab, which is greyed ouy/dimmed. In other words, how do I get the functionality back to use the Edit box…
We are now setting up bills as kits in BOM, and each one of our bills has options. Ideally I would like to just show the OptionDesc for each component item code on our customized report. The problem is that the BillOptionCategory is not saved per record…
After generating and printing bills that include split billing charges for multiple clients, the bills are disappearing from the system. These bills have been locked into the proof stage but cannot be found anywhere when it's time to review them and have…