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Claire98

User defined reporting - "In Reference to" in Slips

SOLVED
Posted By

Hello all,

I am creating user defined reports in Timeslips 2017 (perpetual license).

I have been merrily creating Client reports which include the "in reference to" field from the client record. Not a problem

I have tried creating User Defined Slip and Billing reports using the same "in reference to" field from the client record and it comes back blank. I wouldn't have thought Sage would have put it there unless it was able to be used. Other fields from the client record are coming up fine. This one, not so much.

Any ideas? Is this happening for anyone else?

Parents Reply Children
  • 0 in reply to Nancy Duhon
    Hi Nancy,

    Nope, I'm definitely going to the client drop down box on the right hand side and selecting In Reference To. Have you tried it out yourself?

    If I can find out from somebody that In Reference To is working on Sage Timeslips 2017 perpetual license for everyone else then I can look into whether it's a problem on my machine.

    I've tried the same report in previous versions and the field works on the same database.
  • 0 in reply to Claire98
    verified answer
    The field appears in report designer but when you add the field, no data is populated. I am not sure but I think that was reported. Hopefully it will be fixed in the December SR!
  • 0 in reply to Terryr
    Many thanks Terry,

    Debi - The In Reference To field isn't currently turning up in my user defined slip or billing report but it does appear on bills and statements. With any luck Terry is right and my problem will be addressed in the next service release.

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