• Report formatting to analyze realization

    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…
  • Reports

    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…
  • Timeslips A/R balance - client funds payment was entered, then reversed, but still shows on report

    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…
  • Report Help - WIP User Defined by Case

    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…
  • How do I enter the client's retainer and then generate an invoice/bill that shows the work that was done and how much of the client's retainer is remaining?

    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…
  • Not importing all slips, Record Failed, Nickname 2 already in use

    I have a couple of issues with importing: I have imported all the purged slips from my backups for the fiscal year (5/1 thru 4/30) into a separate archive database, so that we can run certain reports based on those slips. Most of the backups imported…
  • A/R Transaction Listings

    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…
  • Looking for a report that shows budget vs actual time by client/timekeeper, etc and can't find one

    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…
  • Need a report for transaction history and balance for all client

    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…
  • Blended Billing-Flat Rate Task & Hourly Billing Task

    FormerMember
    FormerMember
    Trying to figure out how to invoice clients who have flat rate task and hourly task on one bill Example file application- flat $1400 report application as filed $18/ hrly can I invoice a flat rate task and an hourly task? Can I invoice a flat rate…
  • Pulling payments for specific time period for specific invoices/clients.

    FormerMember
    FormerMember
    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…
  • Sage Timeslips 2016

    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.
  • Sage TimeCapture

    FormerMember
    FormerMember
    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.
  • I need a report to show me any AR that was billed but not paid

    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 …
  • Adding to Reports

    I need to add our clients number (Nickname 2) to the WIP reports, anyone have experience with this? I have had no luck creating from scratch and was hoping to use our current WIP report and add the field (but the option doesn't show)
  • Report that Totals Number of Clients for an Attorney

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

    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
  • Payments not showing in Aged A/R Balances Report

    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…
  • Expense Credit Doesn't Show on Expense Report

    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…
  • Amount billed is off on reports

    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?
  • Flat Fee Analysis Report

    FormerMember
    FormerMember
    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.
  • Private Text Showing on reports

    On internal and client facing reports(both custom and canned), private text is showing despite the "hide private text" box being checked. This worked in TS 2011 but ever since conversion to TS 2017, it does not work as designed.
  • Failed to Write to streamed data. Timeslips 2017

    Timeslips 2017. One month old install. Power went out recently once but I don't know if that is involved. Error occurs when trying to run aged accounts receivable report or Pre-Bill Worksheet. Failed to Write to streamed data. The file may be damaged…
  • Generate Reports based on Client Not Client/Matter

    In our Timeslips we have client matters setup as the name of the Client first then a "/" then the name of the matter. This allows for us to do consolidating billing and also to use the master as a template. However, it makes generating Client specific…
  • How do I generate a report that shows Attorney, Amounts Billed for a certain period and Invoice Status amount at the same time?

    Does anyone know how to generate a report that shows Attorney, Amounts Billed for a certain period (A/R Transaction Date), and Invoice Status (Paid/Partially Paid) amount at the same time? I cannot find/create a report with these three items. Please advise…