billed fees on reports not matching

Question

At the end of the month, we run the slip profitability by period using just the date as a parameter (i.e. 3/1/2024-3/31/2024). We also run a user defined invoice listing for the month using clients classification - open, and invoice number range for the parameter. The invoice number will be the first invoice run during the month and the last invoice number run during the month. We think the total billed fees on these reports should match and they do not. Any ideas as to why?

Nancy Duhon · Accepted Answer

Lots of possibilities as to why, but I would start with making sure you are comparing apples to apples. I would not use a slip date or invoice number filter, but instead the Billed On Invoice Date filter on Slip Profitability report, and A/R Transaction Date on the Invoice Listing to make sure you are getting the right set of slips to compare to the right invoices. 
 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

vlfarren · Answer

Thank you. I'll try that.

Sage Timeslips

billed fees on reports not matching

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