Prebills client list only shows old clients.

After last month's statements were run, the list of current clients in the billing section was lost. It seems that somehow it's reverted to an old list. How do I get it to show only current clients? All the Accounts receivable, time and expense, and funds entries are current and accurate. These current clients' entries are not in the client lists in billing.

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  • I'm having the same issue, my time and expense slip list shows many entries from clients and timekeeper "TK" that will not show on the pre-bill worksheet. For example, one TK has completed slips in between 8/16 and 8/31/2021, the prebill does not show all the clients the TK has completed slips for and therefore not showing in the pre-bill worksheet. 

    My settings to run the pre-bill worksheet only include slip transaction date filter, not excluding anyone. 

  • Not sure with that one. If the ONLY filter is Slip Transaction Date, then you should see them.

    That one might require a remote desktop session so I could put some eyes on it and see what is up. That would be a billable event for me.

    If you think that would help, shoot me and email and we can discuss it.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • Hi Nancy, that's great! But I would be required to utilize a case first out of our subscription. I have one last question about this if you don't mind. Is there a customer status that would prevent any slips from showing? i.e. proof or revision status (if I asked that correctly)? 

  • , I don't work for Sage. I am a third-party independent consultant, so you would pay me by the hour, and it would have no effect whatsoever on your subscription.

    Secondly, as to status, yes, Proof Stage will prevent a Prebill and also a Generate Bill. You will need to Clear them from Proof Stage first if you needed to make edits after you printed the first ones.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • Hi Nancy,

    Thank you for your support in this community section. I will be working with sage support on this using an incident count. I’ll reach out should I need to via email or phone. I think what you are doing is helpful. Keep it up!

  • No worries @SCIT. Thank you for the kind words. Have a great weekend.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    LawPay Partnered Consultant
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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