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…

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…

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

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…

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…

For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee - and my report comes out accurate. This month, when I compare…

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…

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.

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 …

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)

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

Hello, we run Timeslips on multiple machines that connect to a server. One of them is generating bills fine, but the other is generating the bill with blank data for totals. Any thoughts?

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 recently upgraded from Timslips 2010 to 2019. I use a standard template for all bills which have clients with more than one reference. On most of these, at the end of each reference, it shows the total number of hours and the total amount charged for…

Hi, Can anybody suggest how to create a billing report listing the bills raised, credit notes and the reversals of the bills within a specified period? Ideally I would like the breakdown as fees, cost and tax on each individual line. Any suggestions…

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.