Undoing Bills

Why don't I have an Option to Undo any Bills?

  • 0
    There are a number of things that can make it so that there are no undoable bills. If you go into the help file and search for undo bills, you will find the list.
  • 0 in reply to Caren2
    I can access the list, however, the list of client's is not there
  • 0 in reply to BKX
    If there are no undoable bills, there won't be anything on the list. Basically only the last bill can be undone. However, if you take certain actions, such as generating another bill and putting it in proof, but then clearing it, will prevent a bill from appearing in the list.
    From the Timeslips help file you will not be able to undo the approval for a particular client if:
    - The original bill includes an overpayment that you apply to future charges.
    - You change the client’s classification to Inactive or Closed (even if you change it back to open)
    - You change the type of billing arrangement assigned to the client.
    - You edit, delete, or purge a slip or transaction that appeared on the bill. Please note that you can set up access security to prevent some of these actions.
    - You delete the invoice transaction that Timeslips created when you approved the bill.
    - You apply a write-off transaction to the invoice transaction that was created when you approved the bill.
    - You apply an increase invoice details transaction or a decrease invoice details transaction to the invoice transaction that was created when you approved the bill.
    - You print another bill for the client and then place it in Proof Stage or you approve it.
    - You use the Data Verification function (select File; Data Verification) with Rebuild accounts receivable balances marked and the client name selected (or All Clients).
    - You enter a split billing rule for a client. If a previous split billing rule was set up, this will also prevent undoing bill approval for all clients who were part of the previous split billing rule.