Timekeeper Summary on Invoices

I am trying to design my bills to summarize time charges by reference, and then include the timekeeper summary feature. However, the timekeeper summary is formatted completely different than the rest of the bill.

Is there a way to format the timekeeper summary? I haven't been able to figure it out.

Thanks in advance.

  • 0

    What version of Timeslips?

    How would you like it formatted differently than it is now?

    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.

    [email protected]

    404-325-9779 

  • 0

    Hi Nancy,

    Timeslips 2016

    I would like to be able to change the way that it is formatted. E.g.: gap in between the names, position on the page, etc. As it is now, I have the summarized time and expense charges nicely formatted indented from the columns and spaced out to be aesthetically symmetrical and easy to read. But the timekeeper summary is lumped together, single spaced, and spread out from column to column. I could live with the justification if I could get it to double space, or vice versa.

    I preferably would like to have a summary of the time by reference rather than timekeeper (this is for a flat rate client), as well as the itemized slips on the on the bill. But since this isn't possible, I summarize the charges on the bill then include a slip report when sending the invoices. And since I can't get the slip report to include both the first and secondary sort as column titles, (e.g.: Client, and/or Project, then Reference) I need a summary on the bill to explain the slip report.

    I know its form over function, but the inconsistency in the layout disturbs my inner perfectionist.

    Thanks again.

  • 0 in reply to jennifer123

    No, sorry, most of that summary table is hard coded. You can play with fonts line spacing before the section and after, but not really much is available to you.

    Sounds like you might need a custom report layout for the slips, but can't tell from your second paragraph.

    At least you won't waste any more time beating your head against the wall about how to change the summary table. :-)

    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.

    [email protected]

    404-325-9779 

  • 0 in reply to jennifer123

    jennifer123 said:
    And since I can't get the slip report to include both the first and secondary sort as column titles, (e.g.: Client, and/or Project, then Reference) I need a summary on the bill to explain the slip report.

    It sounds like you are including multiple client/projects in a Slip Listing report. If this is true, you should be able to set up your sorting/subtotaling to show "Client Nickname 1 / Ascending / Yes" for the first sort key, and then "Reference Nickname 1 / Ascending / Yes" for the second sort key; this should include subtotal headings for both levels in the report. If that report looks too busy, you can then use the "Show only subtotals and grand totals" option to clean it up a bit.

    Good luck!

  • 0 in reply to SRF

    This is a good suggestion, I just wanted to make one small tweak/addition to it.  IF you are only including ONE Client in the report via the Filter, then there is no need to also SORT by Client, and you could then only have the Reference sort to get that one Client's slips broken out by Reference.  (I.e., no need for two sorts.)

    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.

    [email protected]

    404-325-9779