Sage Timeslips

I need to change an orig attorney for a client that has paid two bills. How can I make sure the new originating attorney gets credit for the two prior payments made when the orig attorney was someone else?

Timeslips 2020. The Collections by Period report is incorrect for one Timekeeper. Narrowed down error to one payment for one client. The invoice involved is for $35717.50. Fees are $35687.50 and Costs are $30.00. Payment in full was received, and…

Our current deposit slips show the Check #, but it's always blank where we've entered cash or credit card. Is it possible to have that visible on the deposit slip? We've entered it into the AR field as cash or credit card - but it won't show that information…

When printing prebills in batches, is it possible to only print client fund accounts on the clients that have client funds accounts or a balance in the client funds account? If I check the button in Options, it prints on all prebills because there is…

Hello: I would like to run a report of the following information: names of all master clients, with their address, city, state, zip code, phone number and their client contact (we have the client contact name in a custom field). I'd love to pull only…

I ran a months bills, then realized there were missed slips from a few months ago, so I ran another set of bills with the missing time slips (so our client would get a clear picture of the regular bill and the missed time bill). When I ran the second…

Hello, I setup a 50/50 split bill; the bills split correctly, but they do not print separate invoices for each client. It prints as if they are consolidated matters, which I do not want. It does assign different invoices numbers. I have two different…

At the end of the month, we run the slip profitability by period using just the date as a parameter (i.e. 3/1/2024-3/31/2024). We also run a user defined invoice listing for the month using clients classification - open, and invoice number range for the…

I thought I once knew this but I cannot for the life of me remember. A client is getting a line item for "Unassigned" in the Timekeeper Collections by Period. Does anyone know where this comes from? I wish I could remember!!!

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.

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!!

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…

Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?

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.

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…

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…

Sage Premium Elite 30.0.4.84 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 …

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.

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?

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.

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…

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…

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…

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

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!