How do I eliminate the "Transfer to funds" and "Transfer from funds" that appeared on the statement?

Question

How do I eliminate the "Transfer to funds" and "Transfer from funds" that appeared on the statement? This also I believe creates "Client funds transactions" details at the bottom of the statement that should not be there and I need to learn how to eliminate it? Thank you!

Nancy Duhon · Accepted Answer

Hmm. Okay, let's dig a little deeper on that. I am going to add to @Caren2 's response regarding where to find this setting. 
 First of all, it is a a PER CLIENT setting. So you will need to change it on EACH client, and likely will want to edit the default to keep it from happening to new clients as they get added. Depending on how you have your Timeslips set up, you 'might' be able to use an export to fix them all at once, but please do not try to export by yourself. 
 My gut instinct (because I can't tell yet) is that the setting is set to SUMMARY. IMHO, it should always be set to DETAIL. Then, as Caren2 says, if there are no funds, you won't see anything on the bill, but if there are funds, then you see each addition/subtraction/running balance. 
 See if that helps. 
 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 duhon@duhon.biz

Nancy Duhon · Answer

Really not enough information to respond with a solution here. 
 Why don't you think they should appear? 
 Transfers to/from funds are transfers to the law firm trust/retainer account. Do you take retainers? Have a trust account? Did $$ in fact move into and out of the client's account? 
 Are you actually running Statements or Bills? Timeslips does both. The VAST majority of users only run Bills. 
 These are not word processing documents. Theses are accounting documents they have to balance, or tell an accurate story about how the balance got to where it is. 
 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 duhon@duhon.biz

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How do I eliminate the "Transfer to funds" and "Transfer from funds" that appeared on the statement?

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