Sage Timeslips

I am curious to know the best practice for importing clients and their corresponding matters/projects. I've looked for an excel template so I can see every option for importing information and the correct value for input (ex: yes/no vs true/false). Once…

I can not figure out how to import a batch of clients from a CSV file. I have about 150 clients to import. Is there a report to print envelopes based on an invoice date?

Hi there, my colleagues and I have been attempting to Import Excel files converted to CSV files to our SAGE Timeslips Premium to then proceed to collect the data and bill our clients accordingly, a process we have been doing for years. However, as of…

I'm having issues with importing time. I am able to complete the import and the summary shows that the right amount of entries were imported. When I go to view the time, the entries are added to the wrong clients. Some of the clients that the time gets…

I'm trying to get Timeslips to convert the data from my 2011 version. When I get to the conversion, this is the error message I get: Initializing... Converting Database from 2015 to 2017 Database: C:\(Main.db directory) Started : (date) Converting…

I have a couple of issues with importing: I have imported all the purged slips from my backups for the fiscal year (5/1 thru 4/30) into a separate archive database, so that we can run certain reports based on those slips. Most of the backups imported…

We have a client who wants to make payments electronically and send us a csv file with info concerning the invoices paid. Can such a csv file be imported into TS so we don't have to manually enter each payment?

I'm stumped. TS Premium Elite 2021. I created separate CSVs for Tasks and Expenses using the TS Export Wizard. - In TS Import - why are there not matching Available Fields to line up with the Source Data? Timeslips 2021 to Timeslips 2021. New tax entity…

I am a first time poster and I appreciate everyone's feedback greatly. I have been using timeslips for aprox 1.5 years and I am just curious what others are doing in relation to some of the issues I am having with my lack of knowledge with the program…

Hello, We recently engaged with a new client who requires invoices to be uploaded in LEDES format (LEDES 1998B, 1998BI, 2000 or XML 2.1). We use TimeSlips 2010 and, for all other clients, send printed or PDF invoices. I can see that TS 2010 is capable…

I would like to import time from an excel spreadsheet. I tried what I thought the format would be, but it didn't work-- I am using Timeslips 2017. Does anyone have a template for importing from excel? Thanks so much!

Hello, We are using Timeslips Premium, Build 29.0.0.42. Is there a way to "mass update" the Client Nickname 1? We have used the protocol that clients that were not quite ready to become "Inactive" be renamed with a "Z_" in front of the original Client…

Hi All, I have been using TimeSlips CSV importing for years now. I have have some knowledge of various functions in TS if you need help or need a person to do importing/export time and expense entries via TS import (CSV file) just le me know. Also…

Hello! I have noticed on a particular client's database - when i combine slips from another database and the client does not yet exist in the receiving database and i choose new, and it creates that new client, the source information is different from…

Need to import a Timeslips 2007 database into newly installed Timeslips 2020. Do not need much of the old data, but do need last several years of data. Is there a way to export the 2007 data and edit it before importing it to 2020?

Hello, How do you export Timeslips data into a cvs for excel format file? Thank you. Candace

TSImport is successfully importing slips into the database, but it's not defaulting to Rate Level 1. I have the field in my template and it's mapped - the import doesn't fail, but no matter what I have in Rate Level field it defaults to rate level "1…

Anyone exported billing data from RTG to go to Timeslips? I know it must be sent to a CSV but what are the actions taken in RTG to produce the CSV? I downloaded their trial version to do research for a client who has RTG and it is not friendly. What…

Currently, I have Master Clients with sub-projects. Is there a way to add sub-projects to multiple Master Clients via a spreadsheet? I am using Timeslips 2019.

I have TS2019, my paralegal has 2010. Two questions: 1. When I combine his slips into 2019 some code shows up at the beginning ({\cf0\b0\i0\ul0\strike0) and at the end (usually \par \par } or just }) of each slip. Is there any way to set my version…

I have 2 different insurance carries that I need to split a bill with. Each entity is paying 50% of the bill. However, when I try to export the bills in LEDES 1998B format, it exports both clients. Of if I try to export just the secondary client, it only…

If you['re on a new slip and you click on Expense type, then under that there's a drop-down for Expense, what is the name of that field in TSImport that links to that field? I created the "Time and Expense Slips" template in TSImport.

I want to make multiple Slip Entries.

I am wondering if it's possible to export data billing data rom TimeSlips in native format and if so, how would I do it and what's the best mechanism to save it on? A DVD? How would the receiving party view it if they do not have TimeSlips or is it recommended…

Hi, I'm trying create a template that captures Timekeeper, Task, Client, Description, Start Date, Time Spend, and Billing Status. Is it possible to have this exported to a .csv file, so that I can import the information at another time? Not sure if…