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JohnHarris

Generating bill previews for a list of clients messes up when you remove a consolidated client from the list??

Posted By

I am in the process of upgrading from a very stable TS2010 to TS2017.  After a week of it, I wish 2010 would run on Windows editions after XP....

Anyhow, the newest problem I am dealing with is with generating bills. Here are the steps I normally use

1) start Billing Assistant

2) Review list of clients (Note:  The client list is not listing all "Active" clients)

3) select / deselect clients to generate a bill preview.


Here is where it goes nuts.

1) If I do the preview and print all the bills in the preview, things seem normal.

2) If however I remove a client from the bill run AND I have any clients that are on consolidated statements, the bill preview rolls back to the first client and the entire bill run shows up under the 1st client


Anyone run into this or have a solution?

  • 0
    Which patch do you have installed? That "remove a client" bit sounds familiar.

    support.na.sage.com/.../viewdocument.do
  • 0 in reply to SRF
    I talked with Sage Tech Support yesterday. I have the latest (Dec 2016) patch installed already. The Tech support logged into my machine remotely, verified the problem and gave me no solution other than don't use the "remove from bill run" option if you have any clients on consolidated bills OR print them all out and then in the Proof Stage delete all the bad ones and redo them. What a waste of time b/c this feature worked fine in 2010.
  • 0 in reply to JohnHarris
    I don't understand how you can remove one of the subaccounts after the initial run, and still have an accurate consolidated bill?

    Generally, consolidated bills need to be run at the same time to be able to generate an accurate summary. Are you using the summary? If not, then why use consolidated bills at all?
  • 0 in reply to Nancy Duhon
    No, I am not removing part of a consolidated bill (but it should not make a difference either way).

    What I am doing is removing some clients that I decide have too little activity. Usually, those are not consolidated or it may be someone I would to pull from the run to make more edits or changes on and then run separately. The point is, if there are any consolidated clients in the bill run and you remove any client then the "preview" goes bad.
  • 0 in reply to JohnHarris
    You spoke with me in support, and I am very sorry for the inconvenience, Mr. Harris. We have logged this issue and development is working on a resolution in a future service release.

    Unfortunately, the workaround we discussed is the only current solution that has been brainstormed.

    What I suggested is that you lock all of the bills in Proof, Approve the ones that you wish to send and to clear the remaining ones - effectively removing them from the run - from the Proof stage after the others are approved.

    Again, I am sorry for the inconvenience and the apparent lack of understanding regarding my suggested workaround.
  • 0 in reply to RogerS
    I am in the process of doing another month's billing and this problem persists. Is there any update on the solution?

    Also, I am running into numerous other problems that did not exist in TS2010. Is there a log or bug list somewhere that identities the problems in TS2017 and the workarounds such as you have offered in this thread that can be used until TS decides to fix its code?

*Community Hub is the new name for Sage City