• A/R Reports for a selected time period, including closed and inactive clients

    Is there a way to generate an accounts receivable report for a time period that includes matters that are closed or inactive?
  • quickly apply unapplied payments

    Last year Roger did a Webinar that discussed new features and 1 was a quick way to locate and apply unapplied payments. Can't find the info in the webinar recording and the few tech people ive mentioned this to, are not familar. Anyone here know the answer…
  • Previous Payments not Showing Despite Recording

    Hello, I'm using timeslips 2018 and I'm trying to generate a bill/pre-bill however no matter what I do it does not seem to show the previous payment made. The payment is there and recorded, appearing on the bill search line, but it does not seem to…
  • Old Payment not applied to current bill

    I entered a payment two cycles ago and it was applied, and the invoice was approved. That invoice and the one following both accounted for the payment in the balance, but the current bill I am running is not accounting for that payment. When I look at…
  • Payment not applied to current invoice

    Hi, I have Sage Timeslips 2013. I am running bills for this month, and a client's balance does not reflect a payment that was made and applied to a bill, two cycles ago. That bill was approved, and the payment shows with the yellow envelope in A/R…
  • My A/R transactions are not getting posted to the client account.

    Hi, I am having an issue that I never had before. Using Timeslips 2013. In my A/R transactions I see the client file showing all invoices and payments and a $0.00 baklance due. When I generate my new bill for the quarter the invoice shows the amount due…
  • Making a payment acknowledgment?

    Is there a function within Timeslips that will let me create an acknowledgment of a received payment that I can send to a client? The only way I can figure out is printing out an A/R Transaction Listing for the client and time the payment came in, but…
  • Fee Allocation Question

    Hello, My firm is relatively new to Timeslips and I have two questions regarding fee allocations/reports. I was wondering if anyone could help me with the following: 1. How do you allocate fees collected to a particular timekeeper in order to create…
  • some bills not applying credits

    It seems that our Timpeslips 2011 is not calculating correctly on some (not all) of our bills. Bill A shows a balance of $338.25. then two payments ($250 & 68.75) which should total $19.5, but instead its saying client still owes $88.25. Bill B…
  • Invoice shows 0 balance, A/R report shows negative balance

    Hi, I'm looking into payments made on an old account and see that while the last invoice printed shows a 0 balance, the A/R report shows a negative balance. Does anyone have ideas for why this discrepancy is showing up, which balance is correct, or…
  • Showing Fees and Costs only on a pre-bill.

    Hi, How could I print out pre-bills that only show costs and fees using Sage Timeslips 2011? Thank you
  • Timeslips 2014 TAL - How to transfer actual check number as part of GL Transfer to QuickBooks

    When doing a detailed, cash-basis G/L Transfer to QuickBooks, is there a way to link the check number from a client payment entered in Timeslips so that the check number doesn't have to be re-entered in QuickBooks when recording the deposit? The check…
  • Payment date entered as 2012 needs changing to 2013!

    On 5/6/13 a payment for a client invoice (dated 3/12/13) was entered in Timeslips, but the payment was accidentally dated 5/6/12. This error was not discovered until yesterday when I was doing an audit of sales tax. The problem is that another invoice…