kbattle I have never seen that happen in my 29 years as a Timeslips Consultant. It is exceedingly rare for data to spontaneously change. I am not saying that it could not possibly be happening to you. But I am saying that that would be a really really strange thing.

That said, I find the vast majority of Timeslips users do not understand how the rate rules work, and can create highly circuitous rate rules that often don't even work the way they intend them to work.

The rate rules in Timeslips are what is sometimes called a "robust" feature. Robust features are those that are really powerful, but also can be really complicated to use. You should always strive for the simplest rule that will achieve the purpose.

I would be happy to take a look and try to help you, but that would be a billable event for me as I am an independent third party and do not work for Sage. Here's my contact info if/when you are ready.

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]

Thank you Nancy.  It is very possible that it is something that we are doing wrong, but Timeslips hasn't asked us what exactly it is that we are doing to even figure it out.  I'll be in touch.  Thanks.

Kelli

kbattle Try not to think of it as doing something 'right' or 'wrong.' It is seldom constructive to think of it that way. Sounds much more like someone is struggling with the rate rules, and getting unintended consequences. 

We would rather they understand the rules, and get INTENDED consequences. 

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]

Hi Kelli,

You spoke with me, and I'm sorry, but I definitely did not tell you, or expect you to walk away with the impression that you "are on your own."  I showed you very specifically where the issue is coming from, and we changed the rates on the template clients to be corrected. 

You agreed that you would only permit one person in your firm to be making the rate changes in the future, and we determined that it seems as though someone is copying the rates from a template that had incorrect data to the clients. 

Like Nancy said, this is a first for all of us, and technically seems very likely to be use error. I guided you through the "correct way" to do what you're wanting to do, and I am confident following my guidance will result in not experiencing the issue again. 

Please be sure to make a Timeslips backup before rates are changed and we can use that to compare to the results after the fact.

Should you need additional information, you have my contact info.

Hi Rogers, I believe you suggested, if I remember correctly, that we could set up a rate template, but that didn't seem like a definite answer to the problem.  More like a shot in the dark because you like everyone else has never heard of this problem.  While I respect that it seems impossible for rates to change on their own, please understand that it never happened before we did an upgrade.  I am convinced there is a glitch somewhere.  It's just hard for me to believe that every month someone is "accidentally" overriding rates when it was never an issue before that upgrade.  If I couldn't pin point when the problem started, I wouldn't be so adamant about it.

It would be helpful if you would circle back to my assistant who emailed you about issues she was having with one particular client.  We still felt at a loss and with our client deadlines and demands, we just resorted to work arounds to get the bills out.

I'll contact you directly in the next few days.  Thanks for your attention.