Sage Timeslips

The report "User History by Period" seems to reflect the total slip values "Billable Fees" (hours x user charge rate on slips actually billed during specific period) and actual charges billed "Actual Fees" (actual amount billed for specific slips for…

Is there a way to find a report for invoices numbers that have been cancelled and redone? Apparently, someone sent out invoices and then did a rebill on several where they got new invoice numbers and these invoice numbers are no longer available. However…

Is there a way I can change the default line near the bottom of a pre-bill worksheet to show "Remaining Escrow Funds" instead of "New account balance" like it currently does?

Hi all, I'm relatively new to using the Client Funds function. Fyi, I'm using TImeslips 2020. I entered a payment into client funds in March of 2022 and later determined the payment was for a related client and wanted to move the client funds to that…

Hi all! I'm hoping for some help on locating a report to do the following: Show User WIP only by Case. In short I am trying to create a report where I can sort by Case Nickname 2 that will show me the current users with time to be billed. I simply…

So my attorney charges her clients a retainer fee based on the type of case she is handling (so each client can have a completely difference retainer amount), and on top of that, she is billing AGAINST the retainer. We were generating bills in Word format…

I’m trying to generate a report to show application of payments AND existing credit balances to a timekeeper’s slips billed when there is already a credit balance on an account based on a payment outside of the time period of the report. For example…

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…

Hi all, I just started entering budgeted time for clients as they come in and want to see how much total time I've budgeted and for which clients vs the actual time spent to date. I can't find a report in Timeslips that does this, even though it sounds…

I am beating my head on a wall here. I need a report that is preferably in the format of the Funds with Running Balances report. I would use this one, except there is no way to tell it to include all clients with transactions in the specified period…

Hi All I've written a User Defined Slip Summary report which uses a combination of slip data fields and some calculated fields. When I run the report to display, print or pdf, the first column and the final column print correctly, but then the calculated…

I am working with TS 2016. I have a two-part question. 1) When I do a master/sub-client consolidated bill, the sub-client invoice number prints, and reprints, as the master client's invoice number, even though it shows it's own invoice number. For example…

Hello! Thank you in advance! I am attempting to pull payments received from 01/01/19 - 08/31/19 only for invoices dated 01/01/19 - 08/31/19. Any report I try to create ends up pulling in payments that I've recorded during that time frame, regardless…

I would like to produce a report which contains each timekeeper’s total time for each tasks for a client by Sage Time Slips 2016. Please let me know how I can do so. Thank you.

I work in a small company and we use Timeslips 2016. I'm just wondering if anyone else has access to the TimeCaptures on my computer.

Is there a report that totals the number of clients an attorney has?

Does anyone know how to create a Report that allows me to filter only those Clients that have had no time Slip activity for over 3 months? I want to make sure that all of my Clients are being serviced regularly.

I want clients to see this in the email they receive when sent an invoice: Past Due Balance: Total Balance Due: (which includes past due and New charges) Client Funds Balance: (retainer) I am accomplishing this by inserting data tokens into…

On the invoice view once consolidated to be on one invoice, the project names aren't showing up on the actual invoices when I consolidate them. I only see the master client on every page and there isn't a way to differentiate the different clients/projects…

i want a time only bill sorted by client reference. subtotal shows time and amount. can i delete amount?

I am trying to print a report that shows invoices that were sent by attorney. I need it to have the date sent, matter name, amount of invoice and be sorted by attorney. Which report would work for that?? Thank you

I have an issue with Aged A/R Balances that has come up a few times recently. Sometimes, check payments that I entered do not show up when I print an Aged A/R Balance report. I check the client's payment transactions and there are no unapplied payments…

We accidentally charged a client twice for an expense. We are not able to undo the bill. When we do a Memo of Costs for the court it does not show that we applied a credit for the expense that was accidentally billed twice, therefore we always have to…

Hello, I ran the aged A/R Balances report and it show the fees billed under the balance as $11,789.00. However under the monthly slip totals it shows the fees billed as $20,394.00. These should be the same correct? Why are they not the same?

Is there a way that I can get a flat fee analysis report that doesn't include completed flat fees? The report that is generated is very long and I don't need the completed information. Thank you.