In TS Premium, the selections for Generate Statement should be expanded to include the option to select clients who have a total amount due of at least $X dollars. That way statements would not be sent for small A/R balances or for credit balances.
In TS Premium, the selections for Generate Statement should be expanded to include the option to select clients who have a total amount due of at least $X dollars. That way statements would not be sent for small A/R balances or for credit balances.
Hi!
I have a couple clients who have overpaid, and I want to apply the overpayment to future invoices. Is it possible to do this with LEDES invoices? It's simple enough with paper/PDF bills, but I can't find any option to, I guess, partially deduct the…
New to Timeslips. I am looking for greater insight into the use of progress billing arrangement in Timeslips for clients as we have agreements with some clients to bill them a set "progress bill" amount monthly and then bill a catch-up/true-up bill either…
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 - for some unidentified reason, an amount paid, for some reason didn't automatically show up on the bill. I was able to add it in the revision process, but it still defaults to 'ignoring' the payment otherwise. Any ideas? It was all applied in the…
As you know, client funds can be set to automatic payment from funds when a bill is approved. However, if the bill date is not today's date, when the G/L transactions go to Quickbooks, then the user has to manually change the date of each journal entry…
Is there a way to insert a HTML button in a bill layout.
I'm trying to insert a Payment button, but it just converts to a link. Same thing happens when I try to insert it into the email that is generated by Timeslips to deliver the electronic bill…
I am running Sage Timeslips 2019, when I am running bills, I click on Prepare Billing - Generate bills - i go through and select ALL of the boxes one by one (havent found a select all) then once i print all invoices some of them have the amount column…
So, on the history bill it says, For professional services rendered hours 333.66
Time and Expense slip list says
Billable 264.37
Unbillable 103.18
To top that off - the fees for the Billable in Time and Expense slip for 264 hours is MORE than the history…
We were required to upgrade to Timeslips 2020 due to planned phase out of earlier versions by Sage, but the new version doesn't work with Outlook 64-bit. We can no longer email bills through Timeslips unless we uninstall Outlook 64-bit and reinstall…
I recently upgraded to the current version of Timeslips and want to adjust the margins on the bill layout. When I go to Layout Options, Page Orientation and try to change the margins (so that they're wider), I get an error message "Timeslips could not…
When using split billing AND electronic billing, requiring L codes: When the bill is generated and split - the slips created by Timeslips from the Primary Client are not copying the Slip Reference field (the L Codes) to the Secondary Client's slips.…
I must have changed a setting somewhere and I am going crazy. When I enter a slip in TS 2016 for any client, the slip in no longer automatically included. I am having to manually click the include button. HELP Please
Hi all,
Can you please suggest a way to deal with advance billing?
We are using billing control excel sheets to track down the advance billing, but I would like to find a way to do this automatic in Timeslips and to be able to get the overall value…
We had this on our previous Timeslips program. It was at the bottom of each invoice. Then when we updated our Timeslips program, we have not been able to figure out how to add this feature. Can someone give me instructions on how to add this? Thank you…
When I generate bills and view them in "display" the entire bill does not show up....i.e. the number of hours, the hourly rate, and the charge on the far right of the bill. It prints correctly, but doesn't show on the screen. This has just started…
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 am currently working with Timeslips 2017 for a single user within Windows 10 Pro and I also have Adobe Acrobat XI Pro. I have been trying to view and to print out old bills now that were created when I was using Timeslips 2008, 2010, 2013, and 2015,…
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…
I am attempting to bill a client a flat fee for one entry of the drafting of a document. I input the entry as a flat rate task of $2,500. I then entered all of the hourly rates on the invoice, which showed up fine and shows all of the time spent on those…
I am using Version 2007. If I included a slip as a No Charge how does that affect my billing reports? Is the time included in billable hours? I want to show the work done but not have included in billable hours as it is really not billable if it is no…
If a client has new charges, plus they had a previous invoice which they paid, when invoices are printed, the check is showing up on the invoice but it does not say "Previous Balance" so it's very confusing for the client because they think the check…
I entered a payment last month, and it reflected on the April 2 bill. What would happen if I reversed it this month and entered just a portion of it this month? I'm trying to take some of those funds and credit another client.
I have several existing clients that I want to set up beneath a new master client.
My concern is that when I set them under the new master client using a consolidated billing layout, that my billing history on the existing clients will be erased.
Does…
Where in TimeSlips 2014 do I change the field that populates field 20 LAW_FIRM_ID in the LEDES1998B file? It is being populated incorrectly, and I cannot find the origin of this incorrect data.
