Issue #12: When hiding features using Features Enabled (select Setup > Features Enabled), the Setup > Performance Settings command could be mistakenly hidden. objA.style.display = "block";
var objA = document.getElementById(obj1);
Does your staff need someone to help them introduce checks, balances, and organization into yoursystem? However, if try to update a filter template with new dates, the new dates might not save correctly. Sage Timeslips refers to time and expense entries as slips, each of which contains vital information such as the timekeeper name, activity name, client name, rate/price, and the time or quantity spent. Choose Select to the right of the time you want to schedule your appointment (Select Time between 10:00 am 4:30 PM EST). Note: You can set up selection filters on the Selection Filters page of Report Entry. : Some regional settings can cause AV errors when saving slips. Issue #10: On the enhanced navigator, global selection filters were not always applying properly to data totals sections. : Type-Searching does not reset with Backspace, Enter, or ESC. Slips can also include optional information such as activity description, estimated time, references, and markup/adjustment amounts. When printing a user-defined client listing (select. Copyright 2023 TriStar Data Systems All rights reserved. that you can design to show many different Timeslips fields. Issue #2: On the List View of Billing Assistant (select Bills > Billing Assistant) you were not able to use right-click commands, which are also available in other parts of Timeslips, to mark and unmark clients. We now offer improved management of Client Access directly in Sage Timeslips (select, : Show eCenter Information in Timeslips Navigators, : When your timekeepers enter slips in eCenter, you have to mark those slips Complete and then transfer them to Timeslips before they can appear on bills. Because this is a user-defined report you can easily customize it further to fit your needs. : When reviewing transactions on the Accounts Receivable List (select. ) Issue #2: When sending bills to clients by email, if you approve only part of the bill run (choosing Approve some bills from this bill run on the Generation of Bills Completed dialog box, you may be prompted twice to select clients and send the approved bills by email. Because this is a user-defined report you can easily customize it further to fit your needs. And print your bills. We can help with sage 50 performance issues and error messages so you can stop getting problems and concentrate on business. Sage Experts Online| Sage Accounting Support Before printing a user-defined slip listing, open Options and set the new, : When a customer submits an eCheck in LawPay, that transaction is now available as a source for a new payment in Timeslips. There is now a Slip Type selection filter so you can specifically include time slips or expense slips. We now offer an eCenter section for use in Timeslips navigators (select, : New eCenter fields for User-Defined Client Listings, : When designing user-defined client listings (select, : This new report is available within Client reports (select, : New WIP fields for User-Defined Client Listing, : Within the Slip Entry dialog box (select, : On the List View of Billing Assistant (select, : You can use the Audit House Setup list (select, : View the Time and Expense List by My Week or My Month, : When viewing slips on the Time and Expense Slip List dialog box (select, : Show the Running Balance on the Accounts Receivable List, : When viewing transactions on the Accounts Receivable List dialog box (select, : Include or exclude Proof slips on slip-related reports, : Include or exclude all Time or all Expense slips on bill-related reports, : When viewing billing information or when printing bill-related reports (select. document.getElementById(pageletId+'all').style.display="none";
Sage Timeslips Consultant : On Invoice Listing, the Invoice Balance filter does not exclude 0-Balance invoices. When using high DPI screens (like laptops), Windows would recommend displaying at 150%. LawPay Link with Balance plus Replenish Amount. : After entering a payment from a client, you can generate a receipt for that payment (select a payment and press, ). var action = location.href + '?useParam=' +useParam;
Creating slips from other applications was not always setting the billing rate correctly. if((navigator.userAgent.indexOf("MSIE") != -1 ) || (! We work with multiple accounting systems and we are Sage Platinum consultants the highest level! You can use the Reprint Bills dialog box (select. Like with other user-defined reports, by choosing data fields, selection filters, and sort/subtotal options, you can make a variety of useful reports. Type a few characters in the Find field and the name list will show names that include the search string anywhere in the nicknames or full name. : On Client Default Rates report, setting "Show nicknames as" to NN2 or Full Name doesn't seem to affect report. to start this process, Timeslips may launch an invalid URL. Sage 50, 100, 300, Timeslip and Much more On the Charges page of Client Information (select. : Spell Check process can underline description text. When using job-based billing arrangements, it is important to complete bills so final billed amounts are updated. Areyou having SageTimeslips Error? TriStar Data Systems is a technology consulting firm based in Blue Bell, PA focusing primarily on, Flexible WYSIWYG bill and report designer, Credit card and electronic payment processing, Full integration with Microsoft Outlook contacts and calendars, Seamless integration with Peachtree and QuickBooks. Invoice number type - Sage City Community with View By set to Client, the current clients A/R balance is shown at the bottom of the list. In addition, you'll get answers to questions about Sage Timeslips Software add-on products and services including Crystal Reports and more! : TAL Pro could post incorrect Cash values to QuickBooks for prepayments. With Over 15 Years of Experience, Our Team has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service. If data damage causes any of your clients balances to be incorrect, you can use the Data Verification process (select, Service Release for March 2019 (Timeslips Premium) adds the following enhancements. Latest update Sage Timeslips Premium November 2022 Service Release (Build 30.0.4.84) System requirements System Requirements: Sage Timeslips Premium Videos Trending topics Configure, set, and secure Security, settings, preferences, workflow design. : When filtering Statements by date, descriptions may not appear properly for some payments. When using name filters to filter the contents of a report, you use the new Find field to limit the timekeepers, clients, tasks, expenses, or references displayed. Need help in a hurry? : In Billing Assistant, when setting up sorting for a bill, you cannot include subtotals when sorting by Reference Nickname 1. : When adding a Payment To Account to client with balance, Timeslips can optionally prompt to create a payment. In most areas of Timeslips, this replacement is automatically ignored, but it was actively replacing terminology in mailing labels. We know billing and we know Timeslips. Issue #06: When printing reports (select Reports > Slips), some user-defined reports were not showing the subtotals. SUPPORT & TRAINING Support Contact us Blog Training Community Sage Affiliate Program COVID-19 support hub Member benefits. Opening the Timekeeper List (select. ) : On user-defined slip reports, the BSV - AR field could show negative values. : The Slip Timer is On filter does not always filter slips. When you check spelling as part of generating bills (see the Check spelling and grammar first option), Timeslips can include inactive or close clients as part of the spell-checking process. : If you change date setup in the Regional Settings control panel to include MMM for month, Sage Timeslips will display errors when saving time and expense slips. Its an easy way to audit the slips and transactions entered for each client on a monthly basis. It also includes details such as the slips, transactions, and billing arrangements included on the original bills to make it easy for you to re-bill your client. Fee Allocations report and Fee Allocation by Period report have been optimized to generate much faster. : When using LawPay (www.LawPay.com) to accept payments and synchronize them with Timeslips, credit card payments with names over 45 characters can cause a SQL error. Sage Timeslips software price - Sage US - Sage Accounting and Business Sometimes when you created a new slip (select Slips > Time and Expense Slips) for that task, the rate type on the slip wasnt automatically being set to Flat. : In the Charges page of Client Information (select. ) : There are now two additional tokens available for emails: LawPay Link with Invoice plus Replenish Amount, LawPay Link with Balance plus Replenish Amount. Removing sort keys from Aged Invoice report shows report field is not supported error. Connect with our experts for Sage Support and Consultation. Issue #15: Timeslips Administrator (select Special > Timeslips Administrator) can now identify and correct problems with default history bill template. If you do not have a Timeslips Platinum, Elite, or Pro Business Care support plan, you may contact Timeslips Sales at 800-285-0999 to obtain one. : In the Nicknames page of Generate Settings (select. When printing bills, you can export bills to audit house formats (select. Issue #4: When printing the Aged WIP report (select Reports > Client), you can use Report Options (click the Options button in Report Entry) to choose which fields appear for each client and you can format the report. : When filtering slip reports by a Timekeeper filter, the report is also showing the effects of a Timekeeper sort. : In Mini Timeslips, you could not sort the Slip List by one of the names on the slip. If you remove the default sort keys from the Aged Invoice report, you can receive a report field is not supported error when you print the report. : On User-Defined Slip Summary report, if you include a Custom Calculation that uses Timekeeper Overhead Cost, the value returned is 0.00. : If slip End Date is disabled, slip date filter may not work properly on bills and reports. 3) Release notes should not be launched after applying a patch to the database server. Ask the Sage digital assistant, "Pegg", for fast answers to common questions. The Bill and Statement Layout List (select, ) now shows additional information about each layout, so you can quickly see which layouts are in use. Appointments for Sage 50 US Premium support plans should refer to Article 'How to schedule a Premium support callback appointment', Created on 09-25-2015/Last modified on11-30-2022, How to schedule a Premium support callback appointment. Enhancement #08: Show History Period in Status. : On bills and worksheets, Timeslips ignores some custom filters or custom sorts. ) Sage 100 Accounts Payable and Receivable Maintenance, Sage 100 Accounts Payable Data Conversion, Sage 100 Accounts Payable Transaction Processing, Sage 100 Accounts Receivable Training Class, Settling Credit Card Payments in Sage 100, Period-end processing in Sage 100cloud Purchase Order, Receiving and Invoicing Purchase Orders in Sage 100, Period-end processing in Sage 100 Sales Order, Sage 100 Bill of Materials Training Class, Excel Training #5 Sorting A-Z / Decreasing Indent / Increasing Indent, Excel Training #6 Adding & Removing Columns / Auto-fit Column Width / Auto-fit Row Height, Excel Training #7 Copy / Paste / Right, Center & Left Justification, Excel Training #8 Inserting Columns / Deleting Columns / Inserting Rows / Deleting Rows, Excel Training #9 Auto Sum / Fill Color / Row Height, Excel Training #10 Right-click Options / Sorting-Customizing / Find & Select, Excel Training #11 Pre-Defined Options in Excel, Excel Training #12 Excels Basic Overview, Excel Training #13 the Italicize Function, Excel Training #14 How to Use the Redo Function, Excel Training #21 Customizing the Quick Access Toolbar, Excel Training #22 Adding Command Buttons to the Tool Bar, Excel Training #23 Skype and Share Workbooks, Excel Training #28 How Excel Evaluates its Values, Excel Training #31 Auto Correct Feature, Excel Training #33 Adding Ribbon Commands, Sage 50 Barcode Scanning Scanners For Sage 50 Accounting. In Timeslips, if you have money from a payment that is not applied to an invoice, you can transfer it from the payment to another project or to a client funds account. : Overdue filters may not work on some reports. Get Sage Services, Solution & Setup for Sage 50, 100, Timeslips and all other Sage Product Issues. : Timeslips may ignore TAL Performance settings. $(' #'+pageletId+'recommendations').load(action + '&searchFilter=' + searchFilter + '&searchString='+bestBetQuery+'&pageletId='+pageletId+' #'+pageletId+'recommendations'); // Bug fix TFS #254612
: Manual invoice transactions do not transfer to TAL or TAL PRO. When converting data from Timeslips 2016 or prior, some time sheet templates would not appear on the time sheet (select. Details: This new report is available within Client reports (select Reports > Client). This allows you to create slips, clients, or other types of records in the other applications and automatically create records in Timeslips, avoiding double entry. }
Designed with the service professional in mind, Sage Timeslips software offers a user-friendly interface and a host of easy-to-learn features to enable users to easily track time even if they are out in the field. Unable to connect. when launching Pegg or Live Chat, How to disable User Account Control (UAC), How to move data in Timeslips Premium and 2017+, Emails not sending when emailing bills from Timeslips, Printing to Display is truncated, missing slips or dollar values, How to schedule a Timeslips Support Appointment or Training, Bill I want to undo is no longer showing on the undoable tab. Our Technical Support page and Timeslips Knowledgebase contains helpful hints and frequently asked questions from our customers, along with answers from our Customer Support staff: http://na.sage.com/Sage-Timeslips/Support, and Our user community provides a forum where customers can answers questions for each other: Details: When setting up audit house templates (select Setup > Audit Houses), you can now determine how many decimal places to show for quantity/unit fields. (This did not affect slip values or billed values on reports or bills, only time values) Affected areas included pre-bill worksheet, billing assistant, time sheet, day view, and week view. When reviewing billing information on the Billing Assistant (select Bills > Billing Assistant) or Firm Assistant (select Bills > Firm Assistant), click Selection to use this new selection filter. : Applying new payments may not default to the current client. : Filtering the Invoice Listing report could exclude manually-created invoices. This setup can cause an error when approving bills. }. Service Release for June 2020 (Timeslips Premium) adds the following enhancements: Enhancement #01: Printing PDF Attachments with Bills. On User-Defined A/R Transaction Listing, Check Number and Bank Deposit Slip is always blank, When printing a User-Defined A/R Transaction Listing (select. Many reports have been rewritten to increase performance. Note: The Performance Settings command is used to quickly disable features that could affect database performance. Were here to help. We offer local classes and teach customers how to perform system checks all the time. Enhancement #02: New Groups of Report Fields on User-Defined Client Reports. Several fields were showing blank values when printing the report. When you click on those fields in the report designer, you can now see which history total the field is using. : Prebill worksheets cannot exclude payments with unapplied amounts. Latest Build Numbers You can then create a user-defined transaction report (select. ) Licenses and support Advanced Time and Billing Integrations Simple, robust reporting Security and data protection Sage Timeslips Premium includes everything you need Sage Timeslips helps your business be more profitable and save time. When creating write off transactions (select. in BDE only slips were marked as billed but AR and Funds were left alone. If your database has a lot of funds transactions (1000+), when you place a bill with funds activity on Proof Stage, it may take a long time for that process to complete; in some cases the process may appear frozen. When setting up reports, you can use the Selection Filters settings to control which data is included on the report. If I change it to "all bills" will "previous balance" invoices be one set of numbers (example: 1962) and invoices with new charges be a different set of numbers (example: 54961). : On the enhanced navigator, global selection filters were not always applying properly to data totals sections. : My Lists may not work on slips if you change the slip type. Cloud lets you access your accounting system from anywhere. Appointments for non-Platinum, Elite, or Pro customers will not be honored and a cancellation notification will be sent via email. How do I view or clear licenses in Timeslips Premium and 2017+? Moving Timeslips to a new machine How to perform a local installation of Sage Timeslips Alerts that you set up to notify you of events related to client funds may not trigger properly. : Timeslips lets you attach files to slips (at the bottom of Slip Entry) or to clients (on the Documents page of Client Information). }
I use Timeslips 2017 andrecently downloaded the Timeslips 2017 service release. : Statements do not show payment values correctly. ) When setting up bill-related reports, double-click on the report to open Report Entry and then use the Selection Filters tab to use this selection filter. Some fields (such Last Payment Amount, Last Payment Check, Last Payment Date, Last Payment ID, Last Payment Type, and Client History + New: Total A/R were showing incorrect values. Product Support. Want guidance? Once a date is selected the appointment availability optional times will appear. It always shows Nickname 1. : Creating a new database based on the current database displays an AV error. Enhancement #10: Chat Link is now Available on Mail Menu, Enhancement #11: Access Latest Release Notes from the Help Menu. : Legal Solutions Suite is not moving bills to Audit Stage. When printing attachments with bills, previous versions of Timeslips could only print image-based attachments (such as JPG or PNG images). : Reprint Bills could show incorrect Invoice Status for bills with no new charges. function refreshIframe(pageletId, bestBetQuery, searchFilter) {
Older databases can include CNV transactions, which represented starting accounts receivable balances. Submit your concern directly to our support team through the Online Case form. Issue #3: In order to purge a client (which removes it completely from Timeslips), you must first close that client using the Close toolbar button on the Client List (select Names > Client Info). When setting up slip-based reports, double-click on the report to open Report Entry and then use the Selection Filters tab to use this selection filter. When viewing the details of an invoice transaction (select. Fast answers to any questions you have about your Sage Timeslips software from experienced master consultants are just a phone call or e-mail away with a Timeslips Customer Support Plan. When preparing for billing, you can now include only those clients with billable charges. Sage Timeslips cost varies depending on the number of users and add-on options. If you use the Invoice Balance filter to exclude 0-balance invoices (for example by setting an Invoice Balance range of 0.01 to Highest), the 0-balance invoices are still included on the report. Time slips with rounds and do not bill time can cause miscellaneous adjustments to appear on bills. Sage Timeslips Archived Service Release Notes - Sage Knowledgebase : If you change date setup in the Regional Settings control panel to include MMM for month, Sage Timeslips will display "Info returned is Invalid" errors when trying to check for subscription entitlement. : On the Client Budget by Reference report, filtering references was not excluding records. : When security is enabled, if you create a new timekeeper, you cannot choose that timekeeper to log in, until you visit the security settings. : The default font in rich text fields (such as the slip description) can change from MS Sans Serif to Calibri on Windows 10. : When deleting a slip in Billing Assistant, the list refreshes and the focus moves to the first slip in the list. Enter time and expenses away from your desk with cloud-based time and expense slip entry, available for internet-enabled mobile devices. : Billing Arrangements: Assign Timekeepers to Flat Fees. Sage Timeslips - Sage Knowledgebase Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros. : You can now change the fields that appear in Name Lists: : You can now print a quick list of names from name lists. When entering a pre-payment for a client in Timeslips, TAL can post that amount to CASH instead of SUSPENSE. Prior to the service release, when I generated any invoice (for any client)that only had a previous balance, an invoice number would show up on the PDF (example: Invoice 1972). objB.style.display = "block";
: You can use the Bill Stages dialog box (select. ) that displays balance information. : Refund transactions may show eligible transactions with incorrect unapplied amounts. In Timeslips, go to, : Provide new tokens for LawPay messages that include replenishment amounts. When you create a Transfer transaction by clicking Transfer Payment on an existing Payment, the resulting Transfer transaction will not post to your general ledger (for those customers using TAL or TAL Pro). You can also enter invoice transactions manually from the Accounts Receivable List (select. Note: Customers can schedule appointments up to 60 days prior which is subject to change. When using Timeslips, you can now click Live Chat on the main menu to connect with Support. Our Technical Support page and Timeslips Knowledgebase contains helpful hints and frequently asked questions from our customers, along with answers from our Customer Support staff: Our user community provides a forum where customers can answers questions for each other: If your database includes a lot of consolidated bills, opening the Reprint Bills list (select, You can use the Split Billing Rules dialog box (select, When working with timesheets, the list of timesheet templates (select. Would you like to work with the same Sage Timeslips consultant? Accurately track your business billing progression for your firm, clients, and/or timekeepers by using budgets. When using this setup, the first export processes correctly, but each subsequent export file will contain the current client and the clients before it. } else {
Enter in any notes as to the issue that needs to be addressed in the appointment and click, After reviewing appointment details click. Several fields were showing blank values when printing the report. : Printing a user-defined client listing to Excel omits headings. Sage City Community. Select Help > Sage Support > View latest release notes to review the latest changes. This happens for MTD, YTD, LM, LY. When using TAL in a multi-user environment, you can use the Performance Settings dialog box (select. ), you can transfer fees and costs to specific accounts. Issue #24: On the Days to Pay report, the option "include clients with 0.00 balance" does not work properly. After verifying the information is correct click, Dates that are grayed out are unavailable, After verifying the appointment details click. Sending bills by email for a very large number of clients at once could result in a SQL error. Sage Timeslips is tailored to professional service providers with 1 to 50 employees, such as attorneys, doctors, and lawyers. Not only can you talk to the same person from month to month, but you can also actually have the same person complete a task for you. From the Accounts Receivables List (select, Additional totals on Accounts Receivable List, Data Summary provides an overview of database contents, You can use Timeslips Administrator (select. Details: A new user-defined client report is now available with Client reports (select Reports > Client). Issue #08: On the Timekeeper Collections report (select Reports > Timekeeper), sorting by custom field and then by Nickname 1 could show odd subtotals. Issue #13: TimeCapture (select Special > TimeCapture) could ignore security settings (select Setup > Security > Security Settings) and allow slip creation without logging in.. Issue #14: Timeslips could ignore security settings (select Setup > Security > Security Settings) that affect maintaining abbreviations (select Setup > Abbreviations). Designed to simplify even the most complex billing cycles, Timeslips includes all the basics needed to capture time and expense records and produce invoices from that information. Call Us Give us a call at 610-941-2116 Send Email For support and any questions email us at info@tristardatasystems.com Visit Us TriStar Data Systems 350 Sentry Parkway Building 650 Blue Bell, PA 19422 In the Accounts Receivable Entry dialog box (select. In previous versions you had to move through the report one page at a time, but now you can scroll through the report or jump to a specific page. : Custom printer settings may not save with reports. Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros. Option I: If this is the first time that you have used the appointment scheduler, https://app.timetrade.com/tc/login.do?url=timeslipsplatinum.sage, Option II: For returning users that already have an account registered in Time Trade. Enhancement #05: Adding Last Transaction Date to Funds Account Listing. : After conversion, some templates would not appear on the time sheet. Sage Timeslips is the ideal solution for any firm that bills for services and wants to convert more staff time into money. ), you can log in as one of the timekeepers or you can log in as the Supervisor. Are you ready to be more profitable and generate accurate billing and reporting in less time? : Clients in eCenter that are assigned to Timesheet templates are not removed from eCenter when they are excluded from eCenter using, : New Report Types: User-Defined Transaction Reports, There are now two new types of user-defined reports available: user-defined transaction listing (which can show details from each transaction) and user-defined transaction summary (which can summarize totals for all included transactions). Issue #05: You can create Transfer transactions to transfer unapplied payments from one client to another. So, if you placed a field that typically includes an @ symbol (such as an email address) on a mailing label, then that @ symbol would incorrectly trigger terminology replacement. If you do not have a Timeslips Platinum, Elite, or Pro Business Care support plan, you may contact Timeslips Sales at 800-285-0999 to obtain one. that includes receipt information. If your database has many projects set up for consolidated billing (client.projects), performance of bill-related processes, like viewing data in Billing Assistant or generating bills, can slow down. Select, : Name Lists like the Client List (select, : The "Pull data from open dialogs when creating new slips" preference (select, : On the Timekeeper Collections report (select, : On some reports, like Client History (select. If not, do you know why? Sage Timeslips - Sage City Community Now when I generatethe same type invoice,no invoice number shows on thePDF invoice, andit is shown on the Summary Worksheet as 0. Sage Timeslips is the ideal solution for any firm that bills for services and wants to convert more staff time into money. : When approving bills for clients (select, : In order to purge a client (which removes it completely from Timeslips), you must first close that client using the Close toolbar button on the Client List (select, : When printing the Aged WIP report (select, http://na.sage.com/Sage-Timeslips/Support, http://sagecity.na.sage.com/support_communities/sage_timeslips/, Service Release for May 2016 fixes the following problems, Service Release for July 2016 adds the following enhancements, Service Release for April 2017 (Sage Timeslips 2017 Perpetual) fixes the following problems, Release for July 2017 SR (Sage Timeslips 2018 Perpetual), Release for August 2017 SR (Sage Timeslips 2017 Perpetual), Service Release for October 2017 (Timeslips Premium and Timeslips 2018) adds the following enhancements, Service Release for March 2018 (Timeslips Premium) adds the following enhancements, Service Release for March 2018 (Timeslips Premium) fixes the following problems, Release for April 2018 (Timeslips 2019) adds the following enhancements, Service Release for April 2018 (Timeslips Premium) adds the following enhancements, Service Release for May 2018 (Timeslips 2018) adds the following enhancements, Service Release for August 2018 (Timeslips 2019 and Timeslips Premium) adds the following enhancements, Archive: Download Sage Timeslips 2018 May 2018 Update, Archived-Download Sage Timeslips 2019 August 2018 Update, ARCHIVE Download Sage Timeslips 2019 December 2018 Update, Archive - Download Sage Timeslips Premium December 2018 Update.