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…

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…

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…

When printing labels from the last bill run how can I eliminate the emailed bills? They obviously do not need a label! It seems like the system should skip them - but at least you should be able to edit them.

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…

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…

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.

Hi All, My office is trying to reprint bills for a client. When going into reprint bills options. We have a short list of invoices even though we can an all dates selected. Showing in the A/R report, we have invoices going back as far as 2014…

Hello, I need a yearly report that shows the top 25 clients, including revenue from each, for 2017 and 2018. I can't seem to figure out which report to run. Any suggestions or direction would be helpful. Thanks!

I have a new client on Timeslips 2017. After they do their billing, they like to see an Aged AR Balances report, for one of the attorneys. The report was already saved in the system, but it hasn't come out quite right since I've been there. If I run…

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

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 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.

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.