Sage Timeslips

We have some slips that are anticipated time and we enter a flat dollar amount with no time entry. When I look at slips - week view, it is picking this entry up as a 0.02 for time, even though no time is entered on the actual slip. Interestingly enough…

I've been struggling with this problem for a while and I can't figure it out. It seems as though the first billing statement for every client does not deduct the fees and expenses from their retainer, but lists the bill amount as a "Balance Due" until…

I have several clients that each parent is responsible for 50% of the charges however, one parent has paid more than the other on their bills. Is there a way that keeps track of how much they each owe including previous bills that they still owe on?

Today I ran the Collections by Period for all Timekeepers from April-June 2022. Two thousand dollars was posted under the Attorney column as N/A for the month of June 2022. So, I ran the Collections Report for the month of June to breakdown the collections…

I need to set up a client with a flat fee every month of $400.00 plus they will get billed for other time charges. Is there a way i can have this flat fee put in the bill every month automatically while also charging time on it as well?

On my home page, I can see clients with overdue balances, as can the attorney. The attorney is confused by the overdue balance because the balance of one particular client is 0, but the page says they owe $700. When I run the pre-bill and generate a bill…

I just ran billing. My pre-bill sheets came out accurate. Then when I generated the bill, it only shows previous balances owed. It does not show the current balance or the slips with what the attorneys did. How do I fix this? I am using the 2020 version…

I need to set up a new client that will be billed 50/50 to two insurance companies. How would I do that?

So, on the history bill it says, For professional services rendered hours 333.66 Time and Expense slip list says Billable 264.37 Unbillable 103.18 To top that off - the fees for the Billable in Time and Expense slip for 264 hours is MORE than…

I have what seems to be a complex issue, which i have provided background info for below: I have been billing a matter to a client - hourly at higher rate i will call "Rate X". ($450) We decided later (after billing and receiving payments at Rate…

I am posting a credit for a client (before being billed) and it is not accepting the entire amount. I played around with the Apply Details but did not find a solution. This seems to happen every so often. Thank you.

We are running Time Slips 2019 The end result that I am wanting is this: I want to be able to put the amount of the initial retainer in the system. for example lets say retainer is $2900.00 but the client only pays $1500.00 of that retainer. I want…

I've restored my timeslips and have to change the rates. How do you do it on the rate table itself. For example I want to change Level 1 from 100.00 to 200.00 so it will apply to all clients you have level 1.

On our March 1 bill, we have a previous balance of $2,399.00. I show a payment received on February 28 of $2,399.00. The balance due is $197.62. I only entered this payment once. On our April 2 bill, the previous balance should be $197.00, but it is…

I have a client whose retainer is $5000, but services have exceeded that. In one spot it says Amount Due Now to Replenish Retainer: $7850, but under that it says please replenish funds to $5000. Why the discrepancy? I have the client funds set to replenish…

Hello, I've found that whenever I record a flat rate item, the amounts aren't automatically taken from the trust account and applied. Why is this? Thanks!

I was directed to this link when I was told that the system we purchased was having (and constantly has) issues that causes crashes or delays. This most recent issues makes me believe the system is flawed because it is randomly zeroing out some attorney…

I have set up a matter on a contingency basis. It is a collection matter and we are to receive 1/3 of any amounts collected. We are collecting money pursuant to a wage deduction order, so we receive payments periodically. The firm is to receive 1/3 of…

Only in the last few months has this started to happen. I have a client. There is an outstanding balance due. We will say $2500. They have given us $5000. $2500 will be paid off now, $2500 will be paid off in the future. I enter the check. I hit apply…

I'm not sure what's going on or how best to describe it but hoping someone can help! We have interest set at 10% compound, billed after 30 days. Sometimes a client will pay their bill after the 30 days is up, but will only pay the principal and not the…

Is there any way in Timeslips 2017 to reset a client's beginning balance when generating statements? I want to reset the beginning balance to zero. (I am running a comprehensive, multi-year statement to review one client and the beginning balance is in…

We have not billed a client since November, but want to bill him now. How to I prevent Timeslips from charging for five (5) months of interest and instead charge for only one (1) month?

We recently had an Associate made a Partner in the firm. How does this affect things in Billing? Will previous time entered in for this attorney as an associate stay as an associate and that rate? What happens if time entered on the same bill/client now…

I have setup interest correctly. No doubt about that. It calculated correctly for every month up until now. My last billing cycle was December 1, 2016. On those bills, interest appeared from November 1-November 30. When I attempted to do bills today,…

I am worried about usury. In our state, we cannot charge compound interest (interest on interest). Is there a way to have a one-time charge that will not have interest charged against it on future invoices, although the same client is charged interest…