On Pre-bill Worksheets or Totals Only Worksheets (select. Other details, such as total write-offs, discounts, and credits are available, but the report is sorted by total payments. If your database has many projects set up for consolidated billing (client.projects), performance of bill-related processes, like viewing data in Billing Assistant or generating bills, can slow down. For example, you may not want slips to be entered for future dates, so you can restrict dates entered after today, or after this week, or after this month. Both reports are available with Client reports (select Reports > Client). : When using filters on Time Sheet, non-template totals could incorrectly be zero. Implementation service setting up accounting system with data migration , setting up ledgers and Charts of Accounts and customization to fit your needs. Sage Timeslips is the ideal solution for any firm that bills for services and wants to convert more staff time into money. To search for text, select, : When viewing Client Information (select. When Timeslips starts, if any slips with active timers meet the threshold, the Stop Timers dialog box (select. : Bill and Statement Layout List (specifically for layouts with large graphics) loads faster. Our team of Sage experts offers additional services in tax, sales tax management, advisory, and more. This process can fail if your default client template in Timeslips has "Send bills via email" set. Remove from run does not affect printed bills. For example, a client may have changed its firm name and you want to quickly change that name in slip descriptions, payment descriptions, and other areas. We have worked with accounting systems for 25 years and we can even come to your office when you need extra attention. : Some reports will always apply rounding settings for the client. Unable to connect. when launching Pegg or Live Chat, How to disable User Account Control (UAC), How to move data in Timeslips Premium and 2017+, Emails not sending when emailing bills from Timeslips, Printing to Display is truncated, missing slips or dollar values, How to schedule a Timeslips Support Appointment or Training, Bill I want to undo is no longer showing on the undoable tab. In the Accounts Receivable Entry dialog box (select. Copyright 2023 - JCS. You can now speed up this process. Disclaimer - This website is independent from Sage and is not authorized to make any statement, representation, or warranties or grant any license or permission on behalf of Sage regarding any product, service, or website content. The Timeslips wizards at TriStar Data Systems can help you harness and focus all of those capabilities into a comprehensive timekeeping and billing solution that works for your business. ), you can quickly choose a client by using their invoice numbers (press. Issue #27: In eCenter ClientAccess, the "Make a Payment" link for LawPay can be misaligned in IE. BDE didn't. Looking for accounting help with your Sage Support? : "Remove slip from bill preview" does not work on History Bills, When previewing bills to display, you can use the Remove Slip From Bill Preview button to remove a slip from the bill without having to regenerate the bill. in BDE only slips were marked as billed but AR and Funds were left alone. If you changed the Other phrase, which is used when summarizing slips by reference, bills do not reflect your changed phrase. Ask the Wizards to help you take control of your billing software. Africa & Middle East; Canada; France; Portugal; . Enter time and expenses away from your desk with cloud-based time and expense slip entry, available for internet-enabled mobile devices. Timeslips can now also print PDF-based attachments. : Accounts Receivable List may show incorrect balances for Proof Stage clients. Service Release for June 2020 (Timeslips Premium) adds the following enhancements: Enhancement #01: Printing PDF Attachments with Bills. Because this is a user-defined report you can easily customize it further to fit your needs. Timeslips eCenter - Login What is the latest build number for Timeslips? - Sage Knowledgebase 1) Installing Timeslips Premium over a Timeslips Perpetual (BDE) installation does not remove the Timeslips Perpetual (BDE) registry keys. If you forget to do this before billing, your bills could be incomplete. For example, if a filter template MyFilter existed and you saved a new filter template with the name MyFilter, Sage Timeslips would prompt you to overwrite the current copy, but it would instead show two copies of MyFilter. : Filtering the Invoice Listing report could exclude manually-created invoices. Issue #05: From the Report List (select Reports > Billing), the View Full Example link to the right may not open the Sample Reports PDF. If I change it to "all bills" will "previous balance" invoices be one set of numbers (example: 1962) and invoices with new charges be a different set of numbers (example: 54961). Because this is a user-defined report you can easily customize it further to fit your needs. ), you can log in as one of the timekeepers or you can log in as the Supervisor. Sage Timeslips - Sage City Community Displaying reports and bills in these scenarios should fit the information better. Issue #09: On some reports, like Client History (select Reports > Client), if you marked "Automatically reduce the font size to fit the page", the report would not remember the setting and the setting would not affect the report. After making the appointment you will receive a confirmation email to the email address that was entered during the registration. : When entering transactions, you cannot find clients by internal or customer invoice numbers. If you save a filter template with the same name as an existing filter, a new copy is saved instead of overwriting the existing copy. When you are setting up a Client Selection filter on a bill or report, you can now right click on a project and choose "Select All Projects Associated with This Client". When trying to use timekeeper initials to sort and subtotal report data, the subtotals can be grouped incorrectly. When creating user-defined reports, you can use your own custom calculations. We now offer an eCenter section for use in Timeslips navigators (select Special > Navigator) or in Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today). Thanks so much for your help! If you unmark Include payments with unapplied amounts, those payments are still included on the worksheet. Details: When using Timeslips, you can now click Live Chat on the main menu to connect with Support. ), you can set up a project separator to establish relationships between clients and projects. You can also enter invoice transactions manually from the Accounts Receivable List (select. Appointments for Sage 50 US Premium support plans should refer to Article 'How to schedule a Premium support callback appointment', Created on 09-25-2015/Last modified on11-30-2022, How to schedule a Premium support callback appointment. Were here to help. This dialog box would only launch when clicking the button next to the Client field; it would not launch when right-clicking or pressing. The fields in the Accounts Receivable Totals section allow you to show a/r transaction totals and distribution totals for the transactions included in your selection. (For example, 1 is imported at .1), When importing slips with TSImport, the imported slips can rely on default settings (in TSImport, select. ), you can set up the billing process to export each client to individual files. In past versions, you managed access for your eCenter clients through the Admin Functions page on Timeslips eCenter. On the Charges page of Client Information (select. Sometimes when you created a new slip (select Slips > Time and Expense Slips) for that task, the rate type on the slip wasnt automatically being set to Flat. (I was told to do this). function resizeframe(){ When summarizing slips on bills, the total hours of summarized time slips may round differently than the total hours of all time slips. For user-defined client reports, if you are using a Client Classification selection filter to select inactive or closed clients, the report would not select clients properly. //msg += "ObjASD=" + objA.style.display + ", ObjBSD=" + objB.style.display + ", ObjCSD=" + objC.style.display; You can use the Reprint Bills dialog box (select. $(' #'+pageletId+'recommendations').load(action + '&searchFilter=' + searchFilter + '&searchString='+bestBetQuery+'&pageletId='+pageletId+' #'+pageletId+'recommendations'); // Bug fix TFS #254612 : The default font in rich text fields (such as the slip description) can change from MS Sans Serif to Calibri on Windows 10. : When deleting a slip in Billing Assistant, the list refreshes and the focus moves to the first slip in the list. View a specific page of a displayed report. : Custom printer settings may not save with reports. Issue #10: On the enhanced navigator, global selection filters were not always applying properly to data totals sections. document.getElementById(pageletId+'more').style.display="block"; In BDE, the focus moved to the next slip. : TSImport not saving translations back to template. For example, a client may have changed its firm name and you want to quickly change that name in slip descriptions, payment descriptions, and other areas. Opening the Timekeeper List (select. ) You can set up split billing rules (select. Sage City Community. In addition, you'll get answers to questions about Sage Timeslips Software add-on products and services including Crystal Reports and more! You can see which build was installed for each bill run on the Review Bill Runs dialog box (select, : You can use Find and Replace to search for text within many areas of Timeslips and replace it with other text. When displaying custom messages on bills (select. Issue #02: Primary email addresses can save with ; at end, but this can cause an AV when sending emails. I use Timeslips 2017 andrecently downloaded the Timeslips 2017 service release. When reviewing billing information on the Billing Assistant (select Bills > Billing Assistant) or Firm Assistant (select Bills > Firm Assistant), click Selection to use this new selection filter. : Converting databases from BDE versions of Timeslips now detects corrupt audit house settings. : You can link Timeslips to QuickBooks using TAL Pro to avoid unnecessary double entry of transactions. Details: When you are designing user-defined reports that include client history fields, you can choose which history totals to use. : In some fields and in some lists (such as the Client field on slips and transactions), you can begin typing to jump to a matching value. In Timeslips, you can have invoice numbers up to nine digits. : Some regional settings can cause AV errors when saving slips. When importing slips with TSImport, the imported slips can rely on rate selection rules (in Timeslips, select. On reports, you can use the Selection Filters page of Report Entry to filter records. document.getElementById(pageletId+'all').style.display="none"; This button did not work properly on History Bills (select. : Undoing split bills may inflate hours on the original slips. If you use the Invoice Balance filter to exclude 0-balance invoices (for example by setting an Invoice Balance range of 0.01 to Highest), the 0-balance invoices are still included on the report. Connect with our experts for Sage Support and Consultation. These include: A/R History by Period, Aged A/R Balances, Aged A/R Balances by Date, Available WIP Listing, Client History by Period, Funds History by Period, Graph Reports, Monthly Totals Listing, Tax by Period, Timekeeper History by Period. for example preserving those payments. Created on 02-28-2017/Last modified on03-15-2022. : Undoing bill approval can result in a record not found error. Using selection filters on history-based reports (such as the Client History by Period report) or on periodic reports (such as the Monthly Slip Totals report) could omit some days from the report. Timeslips will now remind you to set up this functionality for this client if you enter an email address. : Transferring money to a funds account could cause AV if there are no projects in database. obj.style.height=obj.contentWindow.document.body.scrollHeight + 'px'; Enter in any notes as to the issue that needs to be addressed in the appointment and click, After reviewing appointment details click. : After entering a payment from a client, you can generate a receipt for that payment (select a payment and press, ). : On Client Default Rates report, setting "Show nicknames as" to NN2 or Full Name doesn't seem to affect report. Service Release for November 2019 (Timeslips Premium) adds the following enhancements: Enhancement #01: New Report Types: User-Defined Transaction Reports. : Precision settings may show incorrect totals on the Slip List. Sage Timeslips cost varies depending on the number of users and add-on options. Issue #11: On Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today), when adding a section that shows Todays Billable Slips, the section may not filter the slips properly so other slips are also displayed. : On user-defined slip reports, the BSV - AR field could show negative values. function showBB(obj1, obj2, obj3) { : Creating replacement slips with references disabled could cause an AV error. Issue #29: Clients in eCenter that are assigned to Timesheet templates are not removed from eCenter when they are excluded from eCenter using Special > eCenter > Manage Client Links. : If imported slips use rate exceptions with Rate Value of None, then the slip's rate value is set to 0.00. Created on 08-02-2013 / Last modified on 11-08-2022 Summary What is the most current version of Timeslips? : On Invoice Listing, the Invoice Balance filter does not exclude 0-Balance invoices. : When entering transactions, details of pending Proof-stage invoices are not displayed. Issue #13: TimeCapture (select Special > TimeCapture) could ignore security settings (select Setup > Security > Security Settings) and allow slip creation without logging in.. Issue #14: Timeslips could ignore security settings (select Setup > Security > Security Settings) that affect maintaining abbreviations (select Setup > Abbreviations). Next under Choose Appointment Options select an, Then under Explore availability choose the. The pages of this dialog now show the audit house (if any) used to export each bills data for review. Issue #3: You can use the Audit House Setup list (select Setup > Audit Houses) to set up templates for electronic billing. Sage Timeslips | Software & Support for Sage Timeslips Available 24/7, the Forums are a great place to ask and answer . When using custom fields to filter bill images on the Reprint Bills list (select. Submit your concern directly to our support team through the Online Case form. : On user-defined reports, bills, and statements, you can place database fields on the report layout and they show values from the database when you print the report. Details: When designing user-defined client listings (select Reports > Client), there are several new WIP-related report fields available. : Reports: Total included for Funds Account Listing, : Reports: Resized reports on high DPI screens. Details: A new user-defined client report is now available with Client reports (select Reports > Client). : Setting project separator to None can cause an error at startup. Crystal Reports is the registered trademark of Business Objects SA. In addition to our team of skilled experts, Sage Experts as a Sage Solution Provider can offer some of the most competitive prices available for your Sage software needs. Enhancement #04: New Report: Client Balance Overview. When you click on those fields in the report designer, you can now see which history total the field is using. We can assist you with . Sage Timeslips refers to time and expense entries as slips, each of which contains vital information such as the timekeeper name, activity name, client name, rate/price, and the time or quantity spent. Enhancement #05: New WIP fields for User-Defined Client Listing. On reports, you can use the Selection Filters page of Report Entry to filter records. : Duplicated Row Index error can occur when synchronizing names with Outlook. Timeslips now prevents a second station from placing bills in proof or approving bills if another station is processing bills. Note: For tasks, this field is on the Billing page of the Task Information dialog box; for expenses, this field is on the Billing page of the Expense Information dialog box. Details: When viewing slips on the Time and Expense Slip List dialog box (select Slips > Time and Expense Slips), there are new View By options that let you quickly see slips for the current week or for the current month for the logged in timekeeper. : Opening a remote support session used an invalid URL. Issue #09: On override clients, A/R transactions and Funds transactions are included in the bill run and being marked as billed. Sage 50, 100, 300, Timeslip and Much more /* Refresh and Resize IFrames on reload */ Sage Solutions exists to help you tap into its amazing benefits. There is now a Slip Type selection filter so you can specifically include time slips or expense slips. Subtotaling some reports by timekeeper initials can subtotal incorrectly. : On the enhanced navigator, global selection filters were not always applying properly to data totals sections. in BDE only slips were marked as billed but AR and Funds were left alone. objC.style.display = "none"; : My Lists may not work on slips if you change the slip type. However, if a closed client had an undoable bill, previous versions of Timeslips may have prevented the purge process. Does your business utilize the power of cloud accounting to its full potential? : Bills exported for Ledes may include additional clients. For example, @U can automatically translate to your terminology for Timekeeper. The Reverse Payment would not post properly if the original payment was already posted to the general ledger. Sage X3 7; Sage X3 8; Sage X3 Cloud; Sage X3 Product Update 9; Sage XRT; SUPPORT & TRAINING. Welcome to the Sage Timeslips Support Group on Sage City! : On the Client Budget by Reference report, filtering references was not excluding records. In TAL Pro, using custom fields to transfer fees or costs can cause an error. Issue #07: When previewing the pre-bill worksheet (select Bills > Pre-bill Worksheet) on display, if you click on a Fund Replenishment amount, Client Information may open to the wrong client. to view data from almost any area of Timeslips. : Bills are not generated for 0-balance bills that contain a manual invoice and a payment in full, You can add manual invoice transactions to Timeslips (select. Available 24/7, the Forums are a great . Sage and its logos are registered trademarks of Sage Software, Inc. QuickBooks and its logos are registered trademarks of Intuit, Inc. Select. : When rebuilding balances in older databases, converted invoices are being included in the rebuilt amount. When using billing arrangements, if you do not include slips on the bill, Timeslips may not be able to track timekeeper fee allocations or timekeeper history properly. Not only can you talk to the same person from month to month, but you can also actually have the same person complete a task for you.
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