Hi there.
I have the box checked to Release slips on hold but the system doesn't do it. How can I get this feature to work?
You have the HOLD box checked on the slips? Or you have a Client Hold set?
Current updated versions of Timeslips should release the slips on hold once you bill them, or for purposes of running the Pre…
I called Support and it's been resolved! Thank you guys.
Because I was clicking the Generate Bill button found at the very bottom I had to change the settings in the dialog box that pops up - Report…
Yeah, that's an unnecessary laborious process. When you run your bills, use a Slip Transaction Date filter and just end with the current month end for billing.
For instance, I could run bills for 'Earliest' to 'June 30, 2019' and not have any July slips appear on the bill I run today.
Understood.
But the Office Manager who uses Hold will still have this issue. I'd love to be able to clear that up for her.
You are going to need to have someone look at it, I suspect. If you have support, call Sage. Or ask her to please "stop doing that" because it isn't, and to be honest never was, necessary.
The function should work, and does in every version you have mentioned in my testing, so somewhere we are missing something you have selected that we aren't replicating in our tests.
I will call Sage. Thank you all very much!
I called Support and it's been resolved! Thank you guys.
Because I was clicking the Generate Bill button found at the very bottom I had to change the settings in the dialog box that pops up - Report Entry: Generate Bills - there's an Options button in which another 'Release slips marked hold' needs to be selected.
The 'Release slips marked hold' that's visible from the Billing Assistant Details page is for the Print box on the right.
I learned a lot this morning. Hope this can help someone else in the future.
Excellent news! And thanks so much for coming back and posting your resolution for the next person down the 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.
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