x Want to participate? Join the group to interact
Options
  • State Not Answered
  • Replies 6 replies
  • Subscribers 60 subscribers
  • Views 2564 views
  • Users 0 members are here
Browse Forums
Sage Timeslips Anywhere Announcements
6
topics
1
replies
Sage Timeslips Anywhere General Discussion
14
topics
13
replies
Sage Timeslips Premium Announcements
57
topics
17
replies
Sage Timeslips Premium General Discussion
2k
topics
8k
replies
JohnHarris

Generating bill previews for a list of clients messes up when you remove a consolidated client from the list??

Posted By

I am in the process of upgrading from a very stable TS2010 to TS2017.  After a week of it, I wish 2010 would run on Windows editions after XP....

Anyhow, the newest problem I am dealing with is with generating bills. Here are the steps I normally use

1) start Billing Assistant

2) Review list of clients (Note:  The client list is not listing all "Active" clients)

3) select / deselect clients to generate a bill preview.


Here is where it goes nuts.

1) If I do the preview and print all the bills in the preview, things seem normal.

2) If however I remove a client from the bill run AND I have any clients that are on consolidated statements, the bill preview rolls back to the first client and the entire bill run shows up under the 1st client


Anyone run into this or have a solution?

Parents Reply
  • 0 in reply to JohnHarris
    I don't understand how you can remove one of the subaccounts after the initial run, and still have an accurate consolidated bill?

    Generally, consolidated bills need to be run at the same time to be able to generate an accurate summary. Are you using the summary? If not, then why use consolidated bills at all?
Children
  • 0 in reply to Nancy Duhon
    No, I am not removing part of a consolidated bill (but it should not make a difference either way).

    What I am doing is removing some clients that I decide have too little activity. Usually, those are not consolidated or it may be someone I would to pull from the run to make more edits or changes on and then run separately. The point is, if there are any consolidated clients in the bill run and you remove any client then the "preview" goes bad.

*Community Hub is the new name for Sage City