Sage Timeslips

I recently moved my office. I need to change the mailing address on my outgoing invoices. how can I do so?

Just upgraded to Sage TS 2021 from TS 2011. SO much difference. In "Manage Names" trying to figure out how in "Client List" to show the references for each client's matter in the full list. And "Nickname 2" is irrelevant - how to get rid of that column…

I just need a simple report report that shows how much we billed out for the last month and how much is overdue. All of the reports I am running do not make sense. The data that comes out is not right. For instance, it on Aged A/R Balances by Date, it…

I send clients legal updates when I email my invoices by writing in the Email Templates box. That text then shows up in the cover email. But since I upgraded to TS 2019, the space available is smaller, so I can enter less text. I don't see a way to type…

When trying to add a new note for a new time or expense entry (using the yellow sticky "slip notes" tool) it seems to be grayed out and not usable until I finish entering the entire slip and then save, which automatically closes it. I have to then reopen…

I made a template client with a long list of references that I need to be applied to every client. I know that there is an option to "also use references from template" but we have roughly 600 clients and I want to avoid having to select that feature…

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…

When I print a bill with only a previous balance Timeslips does not use the original invoice # from which the charges originate, but instead generates a new invoice number. This is confusing for some of our clients, thinking there is a new invoice/balance…

I am in the Los Angeles, CA area but I am willing to work with anyone remotely to help set up our invoice layout. In March we upgraded from Sage Timeslips 2012 to the current 2020 Premium version and in that process out invoicing layout got messed up…

Our billing coordinator has made numerous edits to a prebill that was then generated for our company head to review prior to sending to client. The company head wants to see the charges, payments, credits and retainer payments applied and balance on the…

Is there a way to insert a HTML button in a bill layout. I'm trying to insert a Payment button, but it just converts to a link. Same thing happens when I try to insert it into the email that is generated by Timeslips to deliver the electronic bill.…

Hello fellow Sage citizens =) I've been trying to move the Client Field down under the Task Field on the Slip Entries. I see the field physically moving where I want it to it doesn't stick. I've also tried saving it under PREFS but it still goes back…

I am running Sage Timeslips 2019, when I am running bills, I click on Prepare Billing - Generate bills - i go through and select ALL of the boxes one by one (havent found a select all) then once i print all invoices some of them have the amount column…

How do I save an invoice into either LEDES 1998B or LEDES 2000

Under billing arrangements I entered the flat fee amount and entered in the message box below it a description of "for services rendered in the adoption proceedings" which is all I want to show on the bill. Under Holds i checked "Hold Time Charges". …

Is there a report that will show the Adjustments that have been made on invoices via the "Adjust total charges" entry under Billing Arrangements?

How to I add the slip list description for all slips in the "Slip List" section rather than having to click on each entry?

Hi All I've written a User Defined Slip Summary report which uses a combination of slip data fields and some calculated fields. When I run the report to display, print or pdf, the first column and the final column print correctly, but then the calculated…

Would like to have watermark on final bills. Can't seem to find this in TS 2020. Previous versions have said it resided in SetUp; General or in Reports; Global Report Options.

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…

I recently upgraded to the current version of Timeslips and want to adjust the margins on the bill layout. When I go to Layout Options, Page Orientation and try to change the margins (so that they're wider), I get an error message "Timeslips could not…

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…

I've just started using timeslips and I've set up abbreviations to bill clients for bills every end of the month. Is there a way to actually put something like [PREVMONTH] instead of always going back and having to change all the dates on the abbreviations…

I would like to start using CSV files to import time entries into Timeslips. Is there a template to download? I know I will need to get professional help to get started but I was wondering how does it work exactly? Do I just keep my time entries on a…

I'm new to Timeslips and I am just getting started setting up my company's invoice and I am having trouble inserting the logo.