• Accounts Receivable Report by Timekeeper?

    Hello Sage Forum, What's the best way for me to run an A/R report by Timekeeper? Our Timekeeper in question is not the billing, originating or managing attorney. She is helping out other attorneys. Thanks for your help.
  • Error Message when exporting to Excel

    Hi, We are currently running Sage Timeslips 2018. When i try to export certain reports such as "Client Monthly Billing" report to MS excel i receive the following message however neither of those boxes are checked: Thanks in advance!!
  • client balances

    I need a report to show each client balance, no transactions, just the balance, what I'm trying to do is see which clients have credit balances. So, I'd like a report to exclude clients with zero balances and only include those who owe us or those we…
  • A/R Reports for a selected time period, including closed and inactive clients

    Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?
  • Not yet applied

    Is there a report that shows accounts that have amounts sitting in "not yet applied"? I have found a few clients where that's the case, and now I'm wondering if there are others that I don't know about.
  • Pre-bill worksheet

    I believe I may have accidentially changed default settings or settings when in the "REPORT ENTRY: Pre-bill Worksheet" box. I am trying to print/save a Pre-bill worksheet for a specific time period for a specific list of clients. I chose the time period…
  • Timeslips 2020 Bill Pagination

    I just upgraded from TS 2019 to 2020. Everything seemed to transfer over correctly including my billing layouts however, when I go to run bills, the bills don't look right. The page dimensions are still set to "Letter" but the design layout runs from…
  • Report Billable vs. non-billable hours

    Sage Premium Elite I need a simple report showing billable and non-billable hours by attorney, by month. For example, this month I would run a report that shows: Attorney Jones September October Billable 150 155 Non-billable 25 20 …
  • Total Billed in a month

    Is there a report I can run that shows the total amount billed in a specific time period? For example, I billed some clients between Nov 7th and Nov. 13th. I'd like to know the total amount billed in that time period. Thank you.
  • Printing Bills

    Why when we preview a bill in Timeslips premium that looks good to go, the format changes when sent to the printer? Lines move and go through numbers, itmes move on the pages?
  • How To Print Total Billings: From Years Back To Present

    I was audited and I need to produce all of my annual billings and payment histories, from 2008 to present. I have tried to figure it out but without success. Any guidance would be appreciated, Thank you in advance.
  • History Reports

    Good afternoon, is there a history report that shows all of the time entries and then the payments made during the time entries? The history reports that I have found on the system, only show all of the time entries and then at the end of the time entries…
  • Billed Fees v Fees

    I am trying to run reports that give me the Billed Fees per year, broken down by month so I used the Payment Performance by Period report. I also ran the Monthly Totals by Period report and under the Grand Totals, it shows Fees broken down by month. The…
  • List of billed invoices by customer

    I am looking for a report in Timeslips that will list the billed invoices for a specific client for a specific date range. I would like something as simple as the data presented when you go to the "Reprint Bills" option in the "Bills" menu. For a specific…
  • Locating Unapplied Payments

    Some payments were entered into the system without being applied to any invoice. How can I locate unapplied payments?
  • Who posted the payment?

    Is there a way to track which user posted a specific payment to a trust account? Maybe like a user log or something to that extent. Thank you!
  • Reports Run, But Do Not Appear

    Sage Timeslips 9.7. I can retrieve, apply filter data, and run Detail Reports (.rpt) but after crunching the data, the report doesn't appear and no error is displayed. I suspect the Sage Crystal Viewer was not installed on this workstation. Is that the…
  • Billing worksheet

    Hi all - I'm using Sage Timeslips 2020. My version has a field called "Time estimated" that I can input on any given time slip. I would like to be able to see that field on the Pre-Bill worksheet but I can't find any option which will let me do so, not…
  • Invoice Email Template

    Is it possible to run a report showing which clients are assigned to specific invoice email templates? Thank you.
  • Sage Timeslips

    Good Morning, I'm new to the Timeslips world and am needing some help. Is there a way to print a report that shows only the slips that are on hold?? Thanks so much!! amy
  • Invoice Listing

    TIMESLIPS 2019 - We generated 60 invoices for 1 client. We now need to run a report listing all of those invoices broken down by fees, costs, and hours/time. All of the invoices are still on proof stage. Is there a report where we can see a listing for…
  • Report Showing Last Date Billed

    I want to mark client "Inactive" that haven't been billed in X amount of years. Is there a report that would show the client and the date of the last invoice? It seems tedious to go through clients one-by-one using billing assistant. I'd rather have a…
  • Reporting - Automatic Generation

    Is there a way to schedule reports to run unattended at a certain time of the day without a user having to login and manually generate the report?
  • How to run report for past months for Due From Client for Expenses

    In QuickBooks, we have the a/r account entitled Due From Client for Expenses relating to expenses we've paid on behalf of clients. How do I run a report in Timeslips that will show what the a/r balance is within Timeslips for past months? Meaning, I want…
  • Tine Slips Report of User Hours by Client by Task

    I'm trying to generate a report in Time Slips that will give me hours of each task recorded for a specific user for a specific client in a specific timeframe. For example - A report showing the hours by task that user #1 recorded in the week ended May…