Undoable Bills Disappearing

SUGGESTED

Hi All,

I have one large corporate client that I bill constantly--- throughout the month almost daily - a few hundred a month. I've noticed that periodically, for no reason - ALL of my invoices for this client will disappear from the undoable screen. Many are unpaid and have not had a new bill run - I should always have at least 100 bills in there at at a time that are 'undoable'. I cross referenced with Timeslip's list of reasons why a bill would become undoable -- I am not doing any of those things.  This happens every few weeks.

Today, I ran and finalized bills and 5 minutes later - none of them were undoable, and in fact, all of the other bills for this client (again, hundreds) were gone from the undoable screen. I have billed several hundred thousand of dollars within the last few weeks -- none of which would meet the criteria for a bill becoming undoable.

Everything is still correct in AR and the reprint screen. I KNOW that I can back my database up, or do a work around to regenerate a bill should I need to undo it. But I want to understand why this is happening, in case it is something I am doing to cause it. As I said, this is happening often, and there are several other users of my system that are inconvenienced by a backup.

Has anyone run into something like this? I'm completely stumped and thinking it must be a database issue. I appreciate any feedback I can get. Thanks!

Parents
  • 0

    What version of Timeslips? 

    It sounds like you have multiple matters for the client and you are billing individual matters - is that correct? Are you using consolidated billing? If the matters are linked then running a bill for one, could clear the others from undo as the last bill run will prevent prior from being undone. 

    You might want to check security settings just to make sure that you have limited who can undo bills. 

  • 0 in reply to Caren2

    Hi Caren,

    Thanks so much for your response. Yes, I have hundreds of open matters for this client and I bill them individually. I am not sure what consolidated billing is but I don't believe I am using that? I run bills for these matters as they complete -- so individually and all throughout the month (though typically somewhat heavy right before month end). Do you mean that if I have a client, ABC\, who has several matters - ABC\D, ABC\E, AND ABC\F --- all three with finalized bills---  that if I run ABC\G, that the other bills SHOULD disappear from the undoable screen?

    Also, a little more background--- I did do a write-off and close a file in the 10 minutes between finalizing a set of invoices, and discovering that all of my invoices had disappeared from the 'undoable' screen.

    Thanks again for getting back!

  • 0 in reply to sesposito

    If your bill layout has the check box for consolidated billing checked and the matters are linked by client project separator that could be the cause. I can't be sure but that is my best guess. 

  • 0 in reply to Caren2

    Hmm no it doesn't seem that this applies here, no consolidated billing.

  • 0 in reply to sesposito

    Then the only thing I can think of to try would be turn off client\project by removing the separator from general. See if it makes a difference. 

  • 0 in reply to Caren2

    I'm sorry - I don't know what you mean.  Could you please provide a little more direction? Thank you

  • 0 in reply to sesposito
    SUGGESTED

    Can you confirm again that you do not have Consolidated Billing going on?  To do so, you need to open up the Bill Layout that you use for that client.  Go To Section, Configure Layout Sections, and look at the bottom of that dialog window.  I have included a screen shot with highlights for you here.

    You want to UNcheck all of the options in the yellow area and save the changes to the layout.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0 in reply to Nancy Duhon

    Hi Nancy,

    Yes- I just followed your instructions and can confirm that everything was unchecked and we do not have consolidated billing turned on. If it changes things at all --- MOST of my matters for this client are flat fees.

  • 0 in reply to sesposito

    Thank you for checking.  

    Then I am not sure what is going on. 

    I can only say that the most common reason I find for Undoable to clear is that a second bill is run and put into Proof Stage for that client, and then cleared.  The putting it into Proof Stage will clear the Undoable status.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0 in reply to Nancy Duhon

    Hmm. It wouldn't be that either.  Have you heard any more about this glitch? I found this and wondered if perhaps this was affecting me.   https://www.sagecity.com/support_communities/sage_timeslips/f/sage-timeslips-forum/547/undoing-an-approved-bill----it-disappeared

  • 0 in reply to sesposito

    No, I have not.  But then again I do not rely heavily on the Undo feature because there are too many things that can render it unavailable to a user.  Proof Stage is a much better option if you are not really sure when you generate the bill whether it should be approved, and need a bit more time to think about it.

    I call Undo a Safety Net With Holes.  You need it and it catches you great, but you might also need it and fall through one of the holes.  

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply
  • 0 in reply to sesposito

    No, I have not.  But then again I do not rely heavily on the Undo feature because there are too many things that can render it unavailable to a user.  Proof Stage is a much better option if you are not really sure when you generate the bill whether it should be approved, and need a bit more time to think about it.

    I call Undo a Safety Net With Holes.  You need it and it catches you great, but you might also need it and fall through one of the holes.  

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Children