Timeslips 2016 - Slip Summary Report generating incorrect totals

SOLVED

In Timeslips 2016, I generate a user-defined slip summary report listing slip totals by timekeeper for a specified time period.  In some instances, for some timekeepers, the totals do not match the total in the Time & Expense Slip List window for the specific timekeeper and time period filters.  The summary report generates a total that is higher than that in the Time & Expense Slip List.  This is problematic to me, since I am using the summary report as my payroll documentation and end up having to pay people for extra hours they don't work as listed in the report.  Has anyone else seen this problem?  Is there a solution?

  • +1
    verified answer

    If you've build a user defined report, you would have to look at which value you put into the report to see if it matches the List View.  Since it isn't a premade/shipped report but something custom that you built, hard to say what might be going on.

    Could be rounding or a selection filter issue.

  • +1 in reply to Nancy Duhon
    verified answer

    Based on your comment, I probed a little deeper.  I generated a User Defined Slip Detail report for the one attorney with the difference in totals.  The total displayed displayed the higher total.  I then went back to the Time & Expense Slip List window, listed the slips for that person, and used the print icon to print the list.  The Slip Listing report generated had a total that was the higher amount, not the lower amount total on the computer window.  I then compared each timeslip from the screen to the report.  I found that entries with quarter-hour entries (i.e., time of 0:45) were rounded up to the next highest 1/10 hour (0.8).

    I checked my round-up setting, which was to round up to the next higher 6 minutes.  So apparently the round-up only applies when reports are generated, not to screen listings (which show exactly what was entered).

    So the issue is that people are using quarter-hour increments, which don't match to the round-up value.  Since most of our matters are flat fee, this situation doesn't greatly affect client billings, but does affect our payroll since I use the printed report to document payroll.  I think I can fix this by changing the rounoff to the next higher 5 minutes.  The quarter hour entries ought to round off exactly.  But I will need to a bulk edit to every open matter and to all templates to get this corrected.  I will need to be careful to do a backup before the change, and to carefully check after the edit to be sure things are right.

    I think it is ironic that printed slip reports do not reflect what was entered..

    Is there a way to disable the roundoff for slip reports?  This would be an alternate approach which would avoid changing my entire database.

  • 0 in reply to rocki

    It it might depend on the field you are using in the report. I believe there is a time field with rounding in addition to one that doesn’t round 

    you might look carefully at that. In some of the standard reports there are options about rounding that might have an impact. 

  • 0 in reply to rocki

    I think Caren is on the right track. When you put the field into your User Defined report, you have the option to have it rounded or not.  

    For most of the stock reports that ship with the product, it is an option you can check, but for a User Defined, I think you have to take care of it when you add the field to the report.

  • 0 in reply to Nancy Duhon

    Found the solution!  There was a checkbox under Options for "Apply client rounding".  Unchecked the box, and everything seems to work fine now.  I feel a little stupid for not checking the report options first.  Thanks for your help!

  • 0 in reply to rocki

    Glad we were able to help!