TS Premium Elite 2024 - Sorting slip based reports (including bills) by reference gives incorrect totals

Hi All

Has anyone noticed or had this happen to them. Eg: Generate bill/billing worksheet or any slip based report for a single matter using reference as the primary sort - The report produces a random total and excludes a number of slips. No rhyme or reason as to why slips have been excluded. If I run the same report with the only change being removal of reference as the sort key, the totals and included slips are correct.

Any suggestions greatly appreciated.

PS: I have refreshed, logged out and in. I've confirmed it is not related to the billing template as it occurs with canned reports as well; I am not using reference as a filter, only a sort key.

Cheers

Karen Lordan
Director
Deepak Sareen Associates

CC UK

Parents
  • +1
    verified answer

    Hey Karen:

    Sorry to hear about the chooks, but the vacation house looks like it is going to be FABULOUS. :-)

    As for the reference totals being incorrect. I would first make sure they are on the latest release of Premium.

    Then, if it still won't work, export to EXCEL and try a pivot table.

    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
  • +1
    verified answer

    Hey Karen:

    Sorry to hear about the chooks, but the vacation house looks like it is going to be FABULOUS. :-)

    As for the reference totals being incorrect. I would first make sure they are on the latest release of Premium.

    Then, if it still won't work, export to EXCEL and try a pivot table.

    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]

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