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Approved a bill twice in one day

Slavin-Morse
Solved
Posted By

HELP!  I printed out 3 bills for a client and thought I had placed them in a proof stage as I was waiting for my manager to review them.  After they were reviewed by my manager, I printed them out and  "approved" them, only to discover that instead of seeing an itemized bills, they were all "balance forwards", meaning I accidentally approved them when I printed them for my manager.  There was no additional time posted, no payments made, etc - however, I can only undo the second approval and not the first approval which means I am losing all of the itemization on the bills.

  • 0
    Suggested

    If they were good to go the first time you ran them, then you should be able to use Bills, Reprint Bills to get a printout to send to your clients. 

    If you needed to make more changes, then that is a more difficult proposition. Did you make a backup prior to approving them perhaps?

    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.
    Co-Author of "The E-Billing Process Using Sage Timeslips©" available here: www.certifiedresourcesnetwork.com/
    LawPay Partnered Consultant
    MyCase Consultant
    404-325-9779
    [email protected]

  • 0 in reply to Nancy Duhon

    Thank you so much for your input - sorry I didn't get back to you sooner.  I had not made a backup before the approval and my manager had actually wanted to change the reference and a name on two of the bills, otherwise everything was perfectly fine in terms of the slip entries, etc.  The easiest solution was to just white out the information that was changing on the 1st page of each bill and type in the change.

  • 0 in reply to Slavin-Morse

     , you are probably correct. Glad you were able to resolve it easily.

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

  • +1
    Verified Answer

    Hi !

    Thank you for your inquiry! A client’s bill can only be in the billing stage for one run at a time. If you need to run a different bill for that client, you must first approve the existing run or clear it from Proof if you are adding slips or A/R to the bill currently in Proof status.

    If you have approved multiple bills and need to undo one to make edits, you can use the Undo Multiple Bills feature to do so.

    D’Wan Sophia Harvey

    Technical Support Specialist

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