Sage Timeslips

I marked my inactive clients Inactive, thinking it would hide them from places like Time Slip Entry and Expense Entry but that did not work. I do no want every client we have ever had as a client option in Time Slip Entry but cannot figure out how to…

I’m trying to generate a report to show application of payments AND existing credit balances to a timekeeper’s slips billed when there is already a credit balance on an account based on a payment outside of the time period of the report. For example…

I am getting this error message on my bills "The field " " for Timekeeper cannot be blank". I understand that I need to change the Timekeeper Classification setting in the LEDES set up box, and in order to do that, I need to create a custom field. However…

Is there a way to exclude Saturdays and Sundays on the Daily Totals By Period Report? I've looked everywhere and can't find an option to do it.

I would like to see client notes in the overview section of billing assistant details. Is there a way for me to make this happen?

I don't believe there is a way to customize the Aged A/R Balance report to include a customized field, however, is there a way to create a new report that shows the aging (30/60/90/120) and add customized fields from the client record?

When entering a new slip in Timeslips Premium, I always entered the User's initials (Nickname 1) and Nickname 2 (User number) came up next to it. It somehow got changed to Nickname 2 being what needs to be entered first and the User's initials being Nickname…

I need to generate a new bill (that has dates on two different approved prior bills) within a certain date range. Is this possible without having to undo the two past bills that the date ranges fall into?

There must be an easier way.... How the hell do you change the layout of TIMESLIPS TODAY??? Why is everything about this software so NOT user friendly??

Does anyone know how to add the Description, Billable, non-billable totals to the bottom of the slip list for Time and Expense entries?

Hello, Years ago I added the Hold icon for the client list.- so I can put a case on hold by selecting the case on the client list then clicking the icon. I don't remember if it was located on the task bar or on the client list nevertheless, I can't seem…

We currently print employee titles on invoices. Is there a way to print the employee field full name instead of the titles on invoices?

I am running Timeslips 2020. Just ran some of my December bills. I have one Master client (I.e. Sue.) which has hundreds of sub-clients which I was about to run next. As the rate changes for that client over a certain number of hours I always go to…

I recently moved my office. I need to change the mailing address on my outgoing invoices. how can I do so?

Just upgraded to Sage TS 2021 from TS 2011. SO much difference. In "Manage Names" trying to figure out how in "Client List" to show the references for each client's matter in the full list. And "Nickname 2" is irrelevant - how to get rid of that column…

I just need a simple report report that shows how much we billed out for the last month and how much is overdue. All of the reports I am running do not make sense. The data that comes out is not right. For instance, it on Aged A/R Balances by Date, it…

On the Timeslips 2018 version, the home screen icons are very small. I used to have them larger but I don't remember how I did it. Is there a way to make these large enough to read?

I send clients legal updates when I email my invoices by writing in the Email Templates box. That text then shows up in the cover email. But since I upgraded to TS 2019, the space available is smaller, so I can enter less text. I don't see a way to type…

When trying to add a new note for a new time or expense entry (using the yellow sticky "slip notes" tool) it seems to be grayed out and not usable until I finish entering the entire slip and then save, which automatically closes it. I have to then reopen…

I'm trying to change a Client address from the Client - Client Info drop down list. I select the client I want to update and it pulls up like a blank client and then completely logs off of Timeslips. I can get into other clients, just not this specific…

I had to reinstall my Timeslips. I recreated my invoice BUT there is a Phrase regarding client fund transaction that says "Balance of Default" rather than BALANCE OF TRUST. I cannot see where it is to change it. HELP! Brenda

Under automatic rate selection rules how do I set it to always come up as "client"? Currently comes up as timekeeper and I always have to change it to client.

I made a template client with a long list of references that I need to be applied to every client. I know that there is an option to "also use references from template" but we have roughly 600 clients and I want to avoid having to select that feature…

I was wondering if there is a way to create a new data token? If so, I was hoping to create a data token to change the Bill Date to July 1, 2020 format rather than the default 7/1/2020 format. When emailing my bills, the email template shows Bill Date…

When I print a bill with only a previous balance Timeslips does not use the original invoice # from which the charges originate, but instead generates a new invoice number. This is confusing for some of our clients, thinking there is a new invoice/balance…