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Law Office of David Hellman

Missing Pre-Bills

Posted By

I've been using Sage Timeslips 2017 since January. Each month I print a batch of all our pre-bills the day before we run our bills for the month. This month, many of our clients who have slips on "hold" did not have a pre-bill printed in the batch. If I try to create a pre-bill just for that one client, it tells me that there is no data to create one. But if I search my slip list for slips for that client, there are unbilled slips marked as on "hold"- so there should absolutely be a pre-bill for that client.

For one client this is happening to, I changed one of her two "hold" slips so that it is no longer on hold. Now I can create a pre-bill for her and it shows her hold time and her billable time. But if I mark that slip as on "hold" again, then I can no longer create a pre-bill for her.

Can anyone help me figure out why, suddenly, pre-bills are not being created for clients who have active slips on "hold"? There must be something in my pre-bill worksheet that is excluding clients who only have "hold" charges, but I can't seem to find the right button to check or un-check. And can't figure out why this has changed from prior months when it worked just fine.

  • 0
    To follow up to this question with more information: some of our clients who have only "hold" slips had pre-bills printed in the batch. 23 of our clients who only have "hold" charges did not get pre-bills printed, and when I try to print one for them, it tells me that no data has been selected. So it seems completely random that some clients with only "hold" charges have pre-bills and others don't.

    We also printed an Aged Client Investment report, and all of the 23 clients who did not get pre-bills printed do show up on this report as having WIP slips.
  • 0 in reply to Law Office of David Hellman
    Two things I'd check:

    1) Do any of these clients have a bill in Proof Stage? You cannot generate a PreBill or another Bill until the one in Proof Stage is Approved or Cleared.

    2) You should have a check box under Options (usually in the lower left, just before you click print) that says to Release charges on hold.

    Let's see if that helps.
  • 0 in reply to Nancy Duhon
    Hi Nancy,
    Thanks for your response. We have never put a bill in proof stage, so that's not causing the problem. And we do NOT want to release the charges on hold! We review the pre-bills to determine which slips to bill and which to keep on hold for ongoing matters. So we've never had that box checked, nor do we want it to be checked. Any further suggestions? I'm hopeful we can avoid an incredibly expensive support ticket with Sage!
    Thanks,
    Brandi
  • 0 in reply to Law Office of David Hellman
    In the generate pre-bills, there is an option to include bills on full bill hold. Not sure if the client is on full bill hold or only has slips on hold.
    What version / service release of Timeslips? Did you recently do an update? It is possible there's some damage in the file. You can run database verification with only look for errors checked and let us know if errors are found.
  • 0 in reply to Caren2

    Hi Caren,

    Thanks for your reply. I was hoping the issue would have cleared itself up magically but alas, it did not. Last month we again had pre-bills missing for some clients who only have "on hold" slips (but not all! Just a few). There is nothing that differentiates the clients for whom pre-bills are being generated and those for whom they are not being generated. We do not have any clients on full bill hold, we only leave individual slips on hold. ALL of our clients have the exact same settings. We're using Timeslips 2017, just purchased in December of last year. I don't know how to do updates so we've never done one- is that something I should try? How do you do an update? I ran a Data Verification and it showed no errors. I'm at a loss here.

    We use the system in pretty simple ways so I can't imagine how we've done anything to corrupt it.

  • 0 in reply to Law Office of David Hellman

    If you are not comfortable with doing updates, I would work with whomever installed Timeslips for you so that it is done correctly. 

    You don't necessarily do something that causes corruption, it can be caused by power surges, turning off a computer (accidentally or on purpose) while Timeslips is still running, or a number of other things.

  • 0 in reply to Caren2

    Hi Caren- I'm the one who installed the program and the only one in the office who uses it, so this is all on me. I've searched everywhere for "doing updates" and can't seem to find anything about updates. I looked through the entire User Guide, searched in the help section... can you please provide a bit more specific info on how to perform an update?

  • 0 in reply to Law Office of David Hellman

    Try Help > Sage Support > Downloads and Updates

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