Trying to add A/R transactions into TS 2015 bill

TS is set up to show a summed balance of A/R payments in the printed bill, even as it details each slip expense in an itemized fashion. I have no idea why Sage would set up this default, when viewing itemized payments is the best way to resolve billing disputes with a client. I've poked around in the billing and statement layouts and cannot see how this can be easily done. Anyone have a clue?

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    In the 20+ years that I have been working with Timeslips, I have never seen a default bill layout that does NOT itemize the A/R Payments.

    If your bill layout is behaving this way, it is likely because someone at your office has made a change to the layout to cause the summarizing.

    So, let's all take a deep breath and just fix it, shall we?

    From the topmost menus, choose Bills, Bill and Statement Layouts.  

    Select the Bill Layout that your firm uses and double click to open up the details.

    On the Design tab, click on Sections, Configure Layout Sections.

    Scroll down a bit til you see the list item titled:  Accounts Receivable Transactions.  Highlight this section title (so it turns blue).

    Now, look for three buttons at the bottom of the list of sections and click the one marked Options.

    On the Section Format tab, the very first option is the Transaction Style.  I suspect in your layout it currently is set to: Summarize. Change it to Itemize and subtotal and then click OK at the bottom to save and close the options.  

    OK again to save and close the Configure Layout Sections.  

    And finally the Save button at the top left of the bill designer.  

    Test this, and let us know if you have any further trouble.

    Hope this helps.  

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

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  • 0

    In the 20+ years that I have been working with Timeslips, I have never seen a default bill layout that does NOT itemize the A/R Payments.

    If your bill layout is behaving this way, it is likely because someone at your office has made a change to the layout to cause the summarizing.

    So, let's all take a deep breath and just fix it, shall we?

    From the topmost menus, choose Bills, Bill and Statement Layouts.  

    Select the Bill Layout that your firm uses and double click to open up the details.

    On the Design tab, click on Sections, Configure Layout Sections.

    Scroll down a bit til you see the list item titled:  Accounts Receivable Transactions.  Highlight this section title (so it turns blue).

    Now, look for three buttons at the bottom of the list of sections and click the one marked Options.

    On the Section Format tab, the very first option is the Transaction Style.  I suspect in your layout it currently is set to: Summarize. Change it to Itemize and subtotal and then click OK at the bottom to save and close the options.  

    OK again to save and close the Configure Layout Sections.  

    And finally the Save button at the top left of the bill designer.  

    Test this, and let us know if you have any further trouble.

    Hope this helps.  

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Amicus Attorney andTimeslips users for over 21 years. Available for private consultations, including older/unsupported versions.

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