Importing Data from desktop version to TS Anywhere

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Hello.  We are very new to this cloud version.  I realize that only certain info can be exported from the desktop version to the cloud version. Specifically, I understand that  current client data such as name, rate and address can be exported, but client balances and such cannot be exported yet.  Does anyone know if our firm's settings, such as billing format, task and expense lists can be exported over?  I just don't want to enter all of these if I don't have to.

Thank you in advance for any assistance.

Debbie

FGSB

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    Client balances can be exported. 

    There is a difference between what can be exported, and what can be imported. 

    Timeslips Anywhere can import:

    Your on premise Timeslips can export all of these elements (multiple fields per element). 

    BUT, it is not necessarily straightforward nor easy. Both exports and imports can be customized. That makes them both flexible and more complex. Grin

    Your bill layouts cannot be brought over I don't think. You will need to build those again in Timeslips Anywhere.

    Firm Settings are not importable.

    I spent a little bit of time during the beta testing doing imports, but I have not spent a lot of time with it since.

    Hope this helps.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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  • 0
    SUGGESTED

    Client balances can be exported. 

    There is a difference between what can be exported, and what can be imported. 

    Timeslips Anywhere can import:

    Your on premise Timeslips can export all of these elements (multiple fields per element). 

    BUT, it is not necessarily straightforward nor easy. Both exports and imports can be customized. That makes them both flexible and more complex. Grin

    Your bill layouts cannot be brought over I don't think. You will need to build those again in Timeslips Anywhere.

    Firm Settings are not importable.

    I spent a little bit of time during the beta testing doing imports, but I have not spent a lot of time with it since.

    Hope this helps.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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