Sage Timeslips

Welcome to the Sage Timeslips Support Group on Community Hub! 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.

Report Available Funds

Posted By Riddle over 9 years ago

Greetings:

Does anyone know of a way to get a report that will show how much money is coming out of each individual clients funds account per each timekeeper as sometimes there are not enough funds to cover their invoice.

Thank you.

Parents

0 Keith S over 9 years ago

You can find a Client Funds report in Timeslips.

- Go to Reports

- Then select the Funds Transaction from the list

- That is where you would find the funds reports

Note: Payment are applied to Invoices not Timekeepers.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Keith S over 9 years ago

You can find a Client Funds report in Timeslips.

- Go to Reports

- Then select the Funds Transaction from the list

- That is where you would find the funds reports

Note: Payment are applied to Invoices not Timekeepers.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data

Sage Timeslips

Report Available Funds

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING