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RPS2

Final Bill / Change Classification

SUGGESTED
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I frequently have projects that go dormant for a period of time.  I routinely change the project classification from Open to Inactive.  When I do this the Change Classification dialog box lists WARNING in the last column.  But there is no indication of what the warning is or how to look it up.  There are no unbilled slips.  The A/R balance is 0.0.  There are no project funds.  If I run a pre-bill worksheet all looks fine, 0.0.  If I try and run a bill it says there is no data selected – because there are no unbilled slips.  There is one column in the dialog box that is titled: A/R Dec Count.  It lists a dollar amount, then 1 for the count.  What is this?

A few other posts about this issue/topic say that even though the balances are 0.0, I need to run a Final Bill.  I cannot seem to do this.  Under the Generate Bills Report Options I have all the boxes under “Limit Data” selected.  I even tries unchecking them all and also one by one checked, unchecked.  I still get No Data Selected.

 I can change the classification without any hiccups and can also change back from Inactive to Open and everything is there and works fine.

 How do I run the “Final” bill that says 0.0 so that the warning goes away?

  • 0
    SUGGESTED

    What version of Timeslips are you using?  Updated to the latest build for that version? 

    I would presume you are using the mass classification change button instead of opening the client from the client list and manually changing from Open to the Inactive/Closed status.

    You are describing the column where the first row is A/R Decrease, and the Count row below that is the number of transactions that add up to that number.  Only Timeslips 2015-current have that listed. If there is data there, it does indicate that the Payment/Credit/etc. transaction in the A/R List is unbilled (i.e., no yellow envelope).

    Depending on the selection filters you have, if you have the A/R transactions obey the slips date range filter data limiter may be the root of your issue where you can't print a final bill.

  • 0 in reply to RogerS

    I am using 2017, build 25.5.12.389 – supposed to be most recent. 

     It turns out that when I tried to run a “final bill” and got the “no data selected” I was using a bill layout that did not include an A/R table.  When I changed the layout I was able to run a bill that said  $XX minus $XX paid = zero balance.

     That cleared the A/R Dec Count of 1.  But I still have a warning and an entry of Undoable in the Bill Stg Timers column.

  • 0 in reply to RPS2

    The Undoable bill is just a warning because once you change the classification the bill will no longer be undoable. It is fine to proceed with changing the status. Just ignore the warning. 

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