Sage Timeslips

Hello Sage Forum, What's the best way for me to run an A/R report by Timekeeper? Our Timekeeper in question is not the billing, originating or managing attorney. She is helping out other attorneys. Thanks for your help.

Hi, We are currently running Sage Timeslips 2018. When i try to export certain reports such as "Client Monthly Billing" report to MS excel i receive the following message however neither of those boxes are checked: Thanks in advance!!

I need a report to show each client balance, no transactions, just the balance, what I'm trying to do is see which clients have credit balances. So, I'd like a report to exclude clients with zero balances and only include those who owe us or those we…

Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?

Is there a report that shows accounts that have amounts sitting in "not yet applied"? I have found a few clients where that's the case, and now I'm wondering if there are others that I don't know about.

I believe I may have accidentially changed default settings or settings when in the "REPORT ENTRY: Pre-bill Worksheet" box. I am trying to print/save a Pre-bill worksheet for a specific time period for a specific list of clients. I chose the time period…

I just upgraded from TS 2019 to 2020. Everything seemed to transfer over correctly including my billing layouts however, when I go to run bills, the bills don't look right. The page dimensions are still set to "Letter" but the design layout runs from…

Sage Premium Elite 30.0.4.84 I need a simple report showing billable and non-billable hours by attorney, by month. For example, this month I would run a report that shows: Attorney Jones September October Billable 150 155 Non-billable 25 20 …

Is there a report I can run that shows the total amount billed in a specific time period? For example, I billed some clients between Nov 7th and Nov. 13th. I'd like to know the total amount billed in that time period. Thank you.

Why when we preview a bill in Timeslips premium that looks good to go, the format changes when sent to the printer? Lines move and go through numbers, itmes move on the pages?

I was audited and I need to produce all of my annual billings and payment histories, from 2008 to present. I have tried to figure it out but without success. Any guidance would be appreciated, Thank you in advance.

Good afternoon, is there a history report that shows all of the time entries and then the payments made during the time entries? The history reports that I have found on the system, only show all of the time entries and then at the end of the time entries…

I am trying to run reports that give me the Billed Fees per year, broken down by month so I used the Payment Performance by Period report. I also ran the Monthly Totals by Period report and under the Grand Totals, it shows Fees broken down by month. The…

I am looking for a report in Timeslips that will list the billed invoices for a specific client for a specific date range. I would like something as simple as the data presented when you go to the "Reprint Bills" option in the "Bills" menu. For a specific…

Some payments were entered into the system without being applied to any invoice. How can I locate unapplied payments?

Is there a way to track which user posted a specific payment to a trust account? Maybe like a user log or something to that extent. Thank you!

Sage Timeslips 9.7. I can retrieve, apply filter data, and run Detail Reports (.rpt) but after crunching the data, the report doesn't appear and no error is displayed. I suspect the Sage Crystal Viewer was not installed on this workstation. Is that the…

Hi all - I'm using Sage Timeslips 2020. My version has a field called "Time estimated" that I can input on any given time slip. I would like to be able to see that field on the Pre-Bill worksheet but I can't find any option which will let me do so, not…

Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.

Good Morning, I'm new to the Timeslips world and am needing some help. Is there a way to print a report that shows only the slips that are on hold?? Thanks so much!! amy

TIMESLIPS 2019 - We generated 60 invoices for 1 client. We now need to run a report listing all of those invoices broken down by fees, costs, and hours/time. All of the invoices are still on proof stage. Is there a report where we can see a listing for…

I want to mark client "Inactive" that haven't been billed in X amount of years. Is there a report that would show the client and the date of the last invoice? It seems tedious to go through clients one-by-one using billing assistant. I'd rather have a…

Is there a way to schedule reports to run unattended at a certain time of the day without a user having to login and manually generate the report?

In QuickBooks, we have the a/r account entitled Due From Client for Expenses relating to expenses we've paid on behalf of clients. How do I run a report in Timeslips that will show what the a/r balance is within Timeslips for past months? Meaning, I want…

I'm trying to generate a report in Time Slips that will give me hours of each task recorded for a specific user for a specific client in a specific timeframe. For example - A report showing the hours by task that user #1 recorded in the week ended May…