I had to reinstall my Timeslips.
I recreated my invoice BUT there is a Phrase regarding client fund transaction that says "Balance of Default" rather than BALANCE OF TRUST.
I cannot see where it is to change it.
HELP! Brenda
I had to reinstall my Timeslips.
I recreated my invoice BUT there is a Phrase regarding client fund transaction that says "Balance of Default" rather than BALANCE OF TRUST.
I cannot see where it is to change it.
HELP! Brenda
Depends how your are handling the name of the account, but...
Under Setup, Bank Accounts, open and rename the Default account. That way when the layout inserts the name of the account in place of the %ACCOUNT% token, it will say Trust instead of Default. Then DON'T give the account any other name when you set it up for a client.
Or, you can just change the Phrases that are used in your layout to not include the token.
Either should work. I tend to prefer the layout thing, but to each his/her own.
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]
Nancy. I did the bank account thing and the invoice still says DEFAULT.
When I looked in the layout phrases, I did not see it. What "phrase" am I overlooking?
Clarifying, I am looking in the layout under Global Bill Layout Options
Nope, in the particular layout, Layouts, Phrases.
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]
Sorry, somewhat dense over here.
I went here and then opened the My Bill Layout
and opened this box
... I'm not sure where else to go for phrases
.... May I call you? ...
Actually, I think you are fine. You are almost there. That looks like the correct place to look .
Now, go down that list and look for anything that says %ACCOUNTNAME on the right hand side. Every time Timeslips uses that phrase somewhere it is supposed to insert the name of the bank account into that spot. On the left is the "out of the box" default phrase, on the right is where you can change that.
You want to replace all the %ACCOUNTNAMEs with your term, which appears to be Trust.
There is no default named just Balance of %ACCOUNTNAME, so I am not sure which one you need to edit. There is a Previous Balance of %ACCOUNTNAME and a New Balance of %ACCOUNTNAME. I suspect it is one of those that you are looking for.
Yes, anyone is always welcome to call, but just be aware that that would be a billable event for me.
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]
You are the BEST! That fixed the problem.
I'm a minor user of TS but I will keep your number for future events. I understand this is your business and I appreciate your assistance.
*Community Hub is the new name for Sage City