Sage Timeslips

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

Hello, I entered a payment to the client's account; there was an overpayment which will all be applied to next month's invoice (and none available for trust). However, I also clicked on the Transfer money button, which i shouldn't have. So now the A…

We have a client who wants to make payments electronically and send us a csv file with info concerning the invoices paid. Can such a csv file be imported into TS so we don't have to manually enter each payment?

Hello! We have recently upgraded to Timeslips Premium and since the update I am having trouble approving prior invoices. I went into Accounts Receivable and then into enter a payment. The invoice that I need to pay says NOTE: Invoice G:21035 is pending…

Hi All, I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know. Also…

Hello - I'm looking to run a report that shows every amount we invoiced our clients for one year as well as what they paid in that same year. Basically invoice amounts and payments for 1 year. The invoice amounts look correct, but the payments that…

Timeslips 2019. Have agreement with client that she will pay $XXX per month for Y months regardless of what the monthly invoice says. is there a Timeslips function that will accomplish this?

We currently have Timeslips 2015 and are experiencing the problems associated with not upgrading and having Windows 10 not be compatible. We are upgrading in January 2020 so I was trying to hold off on until then. I currently cannot see my bills that…

I need a report to show me any AR that was billed prior to 7-1-2017, but NOT paid as of 12/31/2018. Is there a report in TS that will give me this info? Or a combo of a couple reports that I can then put the info together in Excel? I use TS Premium …

When i enter payments, i got into the Accounts Receivable and print the "show payments and receivables" report. We have several CPA's in our office so we created a custom field for "controller" so we know which client goes to which CPA. In the report…

I have 3 clients that are showing credit balances on the A/R report. The client's statement and A/R listing show the correct balance; however, the ending balance due on the previous invoice shows one amount, but the previous balance on the next bill reflects…

When I try to print bills for clients who have a previous balance but don't have any new activity, I receive the "No data was selected..." error message. I've made sure the "Show bills with balances but no activity" box is checked. This problem isn't…

I had to make a fake invoice to clear credits that I couldn't delete - now AR shows a different amount than the "previous balance" on bill. What did I do wrong or is it a glitch? I have been trying to fix wrongly applied payments and when I made some…

I am now using Sage 2016. I need to input existing balances from previous program in client accounts (showing balance due). How?

Our new third-party processor cut out $210.00 of fees we billed on our first electronically generated bill. Is there a "standard" out in the world about how to handle this situation? Do we go ahead and approve the original bill, then show CREDITS on the…

In Timeslips 2015 version, is there a report that will include a listing of "unapplied payments"? I stumbled on one today, and want to check to see if there are more. I tried looking at the "Aged A/R Balances" report because in searching I read that it…

Just updated to 2016 Timeslips. Before the upgrade, when we ran a report for Aged AR, we had the option of going to Finish Billing, Aged AR, selecting Client in the Filter and then selecting client-attorney filter, which would show only that particular…

Using TS 2014 - Understanding that you cannot undo a bill that has been approved, how can you re-create the same bill without having an affect on future reports?

I entered a payment two cycles ago and it was applied, and the invoice was approved. That invoice and the one following both accounted for the payment in the balance, but the current bill I am running is not accounting for that payment. When I look at…

Hi, I have Sage Timeslips 2013. I am running bills for this month, and a client's balance does not reflect a payment that was made and applied to a bill, two cycles ago. That bill was approved, and the payment shows with the yellow envelope in A/R…