Undoing Bill or Creating New Bill in Timeslips 2004, When Prior Bill Containing the Data Was Mistakenly Deleted From "Undoable" Bills

I created a bill which I want to undo or otherwise forget about. However, though I can still see all the slips in the time and expense list, it appears that I may have  mistakenly deleted the bill from the "undoable" list in the "undo approved bills" tab. I don't care about the lost bill itself.  I would be ecstatic if I could just get back to where I could create a new bill out of those same slips.  Right now, when I create a bill with those slips, all I can get back is a bill with a summary and no individual slips. Do I need to use the "undo" feature, and if so, how do I do it?  or is there another way to get where I need to go? Can anyone help me?  Thanks in advance

  • 0

    If the bill is not on the undo list it can't be undone. If you want to reprint the existing bill you can look under bills - reprint bills. Otherwise you might look at the reports menu and try a History Bill. The history bill layout can be modified and is assigned to the client on the client information - layout tab.

  • 0

    Well, there is no easy fix for that.

    The ability to undo is more limited than most people understand.

    First, you can only undo ONE bill back.  For example, if you generated an April Bill, May Bill and June Bill, only the June bill would be undoable.

    Second, you will also lost the ability to undo the June bill if you do one of several things listed under Help | Online User's Guide | search for What Will Prevent Undoing Bill Approval.

    The main one in the list that gets folks is printing a new bill and putting it in Proof Stage.  Notice that you do not have to approve it, just putting it into Proof Stage clears the ability to undo the previous bill.

    I know you are only thinking of it as being the printed bill, but remember that Timeslips has also created an Invoice Transaction and updated History numbers as well.

    Any chance of restoring a backup prior to the bill approval you are trying to undo?

    Other than that, things can get a bit creative.  Sometimes we just do an adjustment to the balance in Timeslips and export the slips to a second copy of the database and create a bill there to send to the client.  Sometimes it is not that many slips and folks don't care about the affect on reports, so we just write off the first bill, duplicate all the slips and run the bill again in the original database.  It just depends what you need and how many records are begin affected.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,

    Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    Thanks so much for the help! I restored from a backup, which I hadn't thought of.