Prebills client list only shows old clients.

Question

After last month's statements were run, the list of current clients in the billing section was lost. It seems that somehow it's reverted to an old list. How do I get it to show only current clients? All the Accounts receivable, time and expense, and funds entries are current and accurate. These current clients' entries are not in the client lists in billing.

Nancy Duhon · Answer

Your post is a bit cryptic, but it sounds like your Prebill Worksheet report definition might have had some saved selections in it? 
 Now those selections have changed? Not sure where an "old list" would have come from, possibly a saved filter. 
 Bigger question to me would be how do you know which clients are "current" vs "old?" 
 Sounds like you are trying to ignore some data in your database by selecting only the current clients. Better to deal with the old data, and be able to run the Prebills wide open so you see everything and nothing is artificially suppressed. 
 If you have a way of identifying current clients - such as a custom field, then we can use that to filter. Or if you have some sort of saved filter of the current clients, you could retrieve it. But my guess is that was just a saved hand picked list and it has been replaced somehow, so you will have to build it again by hand. 
 Sorry not more optimistic. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips LawPay Partnered Consultant Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

Nancy Duhon · Answer

Perhaps this will help. 
 It is not necessarily necessary to select clients at all. If you do not filter, you will get everything available. 
 The only reason to filter is to see LESS than everything. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips LawPay Partnered Consultant Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

Nancy Duhon · Answer

Yes, double-click on the filtered lists of clients (the ones on the right side that have already been chosen). That will open the list of clients with some of them checked. Then RIGHT-click on the list of clients, and choose None. All the checks will go away and then you can check the TWO that you want and continue with your prebills. 
 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips LawPay Partnered Consultant Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

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Prebills client list only shows old clients.

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