Sage Timeslips

I have a client who has a balance in his a/r. His account is paid in full, but still showing a balance on the accounts receivable. How can I get this to zero out? I am using 2012 ts. Thank you.

I need to set up a new client that will be billed 50/50 to two insurance companies. How would I do that?

I have a question about the new Undo Multiple Bills Feature in Premium. Will it allow you to undo bills generated before the upgrade was applied? Or is it only available for bills generated after the upgrade is installed? Nancy Duhon, Esq. Duhon Technology…

I have not used Bank Deposit slips in years. I have several from 2001. Can I delete them by using the purge feature? Will it cause any problems by deleting them? After I delete all old bank deposit slips, can I then delete the bank accounts? I am…

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…

Client made a single Law Pay credit card payment for multiple invoices. Is there a way to split the payment to apply to the appropriate invoice?

Timeslips 2018 / Quickbooks Desktop Pro 2019. A client paid $4k on Feb 25 and posted to Quickbooks via G/L transfer. On Feb 28th, client requested to reverse the original payment and use a different credit card for payment. When attempting to transfer…

I have been looking for a way to keep track/record write-offs per timekeeper. Example: Invoice # 1 was billed to client in the amount of $1,000(700 for Timekeeper A and 300 for B). The adjuster then decided that Timekeeper A spent a little too much…

Good morning - I have another question. I had accidentally approved a bunch of bills, but was easily able to go into "undo" and reverse the billing. There is one client, however, that I somehow must have called up and approved on 2 separate occasions…

So, on the history bill it says, For professional services rendered hours 333.66 Time and Expense slip list says Billable 264.37 Unbillable 103.18 To top that off - the fees for the Billable in Time and Expense slip for 264 hours is MORE than…

We made a rate change in the client to default to the source "Timekeeper", level "13" and backdated the change to Sept 1, 2019. The matter is now closed and the bill with September time is being generated. When the bill is run, some slips have the updated…

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…

On January 3rd, we created 51 invoices. When I create an Invoice listing report, it only shows 27 invoices????? Why are 23 invoices not showing?

Hello, We received an overpayment of $310.00. The client wants the overpayment to go to future bills. I know that when I enter the amount any excess will go to future invoices. However, the overpaid amount is going into my employers trust account and…

Received an error on several time entries that reads: BLOB has been modified. Area: System Error Code: N/A Class EDBEngineError Version: 24.0.0.12 I cannot delete the time entries that are affected by this and it will affect our ability…

Hi, I hope somebody can help. I have a client with some old unpaid invoices and now they are implementing Legal exchange for billing. Is there a way I can convert those PDF invoices that are already approved (3 years ago) to Ledes98 without having to…

How do I change an existing client from an hourly rate to a flat fee without having to start over?

I am using Timeslips 2020. I am trying to refund a client who overpaid an invoice $20.00. When I do it as Refund, there are no invoices to assign it to, including the most recent unpaid invoice (which has been approved). When I put in the refund amount…

Looking for a Bookkeeper or Paralegal to handle billing in a Business/Corporate Law Firm San Antonio, Texas Stone Oak Area Please call 210.404.9200 Thank you

I have a check to apply to two invoices at 50% share and the balance to be refunded (they cut the check for too much money). However, I have a balance due for the client. How can I refund the over payment on just the two invoices?

I have what seems to be a complex issue, which i have provided background info for below: I have been billing a matter to a client - hourly at higher rate i will call "Rate X". ($450) We decided later (after billing and receiving payments at Rate…

We don't use trust accounts (not law firm). We use separate client nicknames for each individual project. One of our clients has overpaid on one project (or client nickname) and wants to apply that overpayment to an invoice due on another project (client…

I am posting a credit for a client (before being billed) and it is not accepting the entire amount. I played around with the Apply Details but did not find a solution. This seems to happen every so often. Thank you.

I am curious whether it is beneficial to finalize internal bills for time that is DNB (or on hold). DNB/hold time is currently hanging out in WIP, some of it being years old. I feel this makes the system run more slowly. I want to be able to see the time…

Please help. I have been put into a new role at work without adequate training on TS 2011. I am trying to print a bill for a client and it shows his funds available but it does not minus it from expenses and services rendered and does not show a new updated…