Sage Timeslips

I had to reinstall my Timeslips. I recreated my invoice BUT there is a Phrase regarding client fund transaction that says "Balance of Default" rather than BALANCE OF TRUST. I cannot see where it is to change it. HELP! Brenda

I am running the latest version of Timeslips premium Build 29.0.0.42. I setup fee allocations in my custom fields years ago and it always worked. For the last several Timeslips it does not enter it. I must enter it manually on the Accounts Receivable…

How do I eliminate the "Transfer to funds" and "Transfer from funds" that appeared on the statement? This also I believe creates "Client funds transactions" details at the bottom of the statement that should not be there and I need to learn how to eliminate…

I have all my custom fields set up for LEDES1998B but the Timekeeper Classification field fails to populate. I have customized each timekeeper and added that field to my LEDES1998B but it still won't populate. Any suggestions? Here is a sample of my LEDES1998B…

We had this on our previous Timeslips program. It was at the bottom of each invoice. Then when we updated our Timeslips program, we have not been able to figure out how to add this feature. Can someone give me instructions on how to add this? Thank you…

Are you able to change a custom field type from text to list in Sage Timeslips 2019? When we set up the system we did not feel there was a need for a list option on a particular custom field but now we are having a few options come up so we would like…

I am running Timeslips v. 2019. Our firm recently changed hands and has a new name, address, etc. I was able to change everything but the Federal ID#. I can change it on the layouts, but I cannot change it in custom fields. How do I do this?

Hello, I have a question on inserting the word “Date” for a field within Timeslips

I am generating our monthly statements and each time I print a statement I get a message asking if I want to print matching envelopes or labels. I do not. Is there a way to unselect that option and if so how? Thank you, Sandy S. Tacoma, WA

Does anyone know what I am doing wrong here? I'm trying to set a new task that overrides the settings in the client profile and creates a slip that defaults to a flat fee? I have set Rate 1 to $500 and the Rate Type to "Flat". I don't want the "Time Spent…

I used to have a section that had AR totals for the past 30 days. This was a total payment line, invoice line, etc. I have tried to add it back but I cant seem to find it. The AR list shows payments/invoices to individual clients instead of a total. Does…

Does Timeslips offer an option to have a credit card payment authorization form printed on each bill, so our clients can write in their credit card info and send it back to us as payment? If yes, please provide instructions on how to set this up on my…

We have a client that would like their invoice in a LEDES file format. I've never done this before. Can someone give me the step by step how to set this up for just one client? We have Timeslips Premium 2017. I appreciate it.

I generate a slip based invoice listing each month as a csv file and send electronically to my client with their bill. Just upgraded from Timeslips 2014 to Timeslips 2017 - and now I get weird invoice numbers, and only subtotals some of the invoices …

I have been asked to change the Nickname of a client to something totally different (for example, everything under Smith-Martin would now be Doe-Carter but it is the same client/file). This file has been open in Timeslips for four months and one invoice…

When I open the Accounts Receivables to enter a payment, it automatically goes to a specific client (which was set by a previous employee) and then I go to the client that I need to use. How can I change that so a different specific client comes up every…

I sent a bill to a client using the feature giving a discount if paid by the end of the month. The client paid the reduced balance which included the discount before the end of the month. This payment was posted prior to month end but when I created the…

Sounds simple right? I dragged every possible database field over and none gives this balance. This number is available in a funds balance report so it doesn't make sense that I can't add it to a cover sheet. Here is what I want on my cover sheet …

I am using Timeslips 2013 and am adding client names to a custom field (Client Billing Party). When I go to Setup, Custom Fields & click on the Billing Party/List, a "List Type Custom Field Attributes" box appears. I am only able to view about half of…

We upgraded from Timeslips 2010 to 2016 and used to be able to duplicate a slip, change the customer, and keep the same rate that was on the original slip. Now when I duplicate the slip and change the customer, the rate is defualting back to level 1 rather…

I would like to have a $ sign before the balance due. Tried a few things unsuccessfully. Any help appreciated.

Hello, I will be working with Client Project. Is it possible to have a running year to date total on each project invoice? I also need to add the project inception date, authorized company representative and lead attorney to the invoice. How do I…

I just upgraded to Timeslips 2016. In my old Timeslips when we created a new client, there was a field called "Client Controller." After the upgrade, it is still there, but it is now under custom fields. When I run a report and chose Client Controller…

I noticed that custom bill messages can be set to appear on a set number of bills. Also, it appears the Charges Due message can change depending on how old a balance is. What I'd like to do is set up a certain message to appear on the first invoice a…

For several years I have wanted the ability to insert a field in bills that contains both a message and a formula that multiplies the amount due by a constant. The purpose is to take the amount due in U.S. dollars and multiply it by a fixed exchange rate…