sage timeslips support number

: Replacement slips settings can get improperly reset. : Type-Searching does not reset with Backspace, Enter, or ESC. Issue #05: From Billing Assistant, when spell checking during a bill or worksheet, slips are skipped. : Creating clients through the API may fail. to start this process, Timeslips may launch an invalid URL. Details: A new user-defined client report is now available with Client reports (select Reports > Client). // alert(msg); Go to, : Add Time Spent to the Stop Timers dialog box, : Show the Stop Timers dialog box when timers meet threshold, : You can now set a time threshold for running timers. Next under Choose Appointment Options select an, Then under Explore availability choose the. Sage City Community. Issue #05: You can create Transfer transactions to transfer unapplied payments from one client to another. Enhancement #02: Show eCenter Information in Timeslips Navigators. How much does Sage Timeslips cost? Copyright 2023 - JCS. var objB = document.getElementById(obj2); : In TimeCapture, when "Allow multiple" is marked and "Automatically capture" is unmarked, TimeCapture may still capture time automatically. : TAL Account Names over 10 characters can cause errors on the Journal Entries table. Our 25 years of average experience goes well beyond what other firms offer. View a specific page of a displayed report. In most areas of Timeslips, this replacement is automatically ignored, but it was actively replacing terminology in mailing labels. var objC = document.getElementById(obj3); If you have disabled Slip Adjustments (select. If you changed the Other phrase, which is used when summarizing slips by reference, bills do not reflect your changed phrase. We can help with sage 50 performance issues and error messages so you can stop getting problems and concentrate on business. When you are designing user-defined reports that include client history fields, you can choose which history totals to use. Issue #4: When printing the Aged WIP report (select Reports > Client), you can use Report Options (click the Options button in Report Entry) to choose which fields appear for each client and you can format the report. For example, @U can automatically translate to your terminology for Timekeeper. : You can apply payments to converted (CNV) invoices, : When converting data from very old versions, such as Timeslips 8, the conversion process retains older invoices for historical reporting purposes. : When entering Payment transactions, Timeslips provides a Check No. When converting data from Timeslips 2016 or prior, some time sheet templates would not appear on the time sheet (select. Available 24/7, the Forums are a great . : Bill and Statement Layout List (specifically for layouts with large graphics) loads faster. Details: You can use the Bill Stages dialog box (select Bills > Approve or Clear Bills) to move clients through the billing cycle. Upgrades and services releases Access to customer support When using Timeslips, you can now click Live Chat on the main menu to connect with Support. Please contact Sage 50 Support at 1-800-388-4697 for assistance with the conversion.". Choose Select to the right of the time you want to schedule your appointment (Select Time between 10:00 am 4:30 PM EST). : When adding transactions to previewed bills, you cannot refresh the bill to show changes. Details: When viewing transactions on the Accounts Receivable List dialog box (select Transactions > Accounts Receivable) by client, you can include a Running Balance column so you can see how each transaction affected the balance. Pro, Crystal Reports, Sage Intelligence Reporting, MAS 90, MAS 200, Peachtree, and more! : When playing procedures related to new Funds transactions, the client is automatically filled in, even if your preferences are set to prevent the name from being filled in. } else { Select. Issue #2: On the List View of Billing Assistant (select Bills > Billing Assistant) you were not able to use right-click commands, which are also available in other parts of Timeslips, to mark and unmark clients. Go to, : Password-Protected Bills and Statements, : You can now password-protect bills and statements printed to PDF, so unauthorized viewers cannot open them. We recommend checking out the latest release. To search for text, select Special > Find and Replace to open the Find and Replace dialog box. If you included a bill summary worksheet, Timeslips may display an error and close. If you create invoice transactions manually (select. This new section shows the current count of Completed and Not Completed slips in eCenter, shows when you transferred last, and offers quick access to start the transfer process. When Timeslips starts, if any slips with active timers meet the threshold, the Stop Timers dialog box (select. Issue #05: From the Report List (select Reports > Billing), the View Full Example link to the right may not open the Sample Reports PDF. Username. Enhancement #04: New Report: Client Balance Overview. : Overhead Only filter does not work on Client Info Listing. field where you can track the check number. Details: When designing user-defined client listings (select Reports > Client), there is a new report field available: eCenter Login. : On Client Default Rates report, setting "Show nicknames as" to NN2 or Full Name doesn't seem to affect report. Although you should not be able to apply new payments to these invoices, Timeslips was allowing you to start this process. When setting up slip-based reports, double-click on the report to open Report Entry and then use the Selection Filters tab to use this selection filter. Because this is a user-defined report you can easily customize it further to fit your needs. For example, one history total could use Inception to Date totals and another could use Year to Date totals. Mini Timeslips is a smaller application of Timeslips that offers a much more limited set of features. Issue #07: When adding a Payment To Account to client with balance, Timeslips can optionally prompt to create a payment. : Transferring money to a funds account could cause AV if there are no projects in database. User Login Client Login. If you undo approval for a bill that included Funds account activity, Timeslips may report a record not found error. : You can create Transfer transactions to transfer unapplied payments from one client to another. : Billing Arrangements: Assign Timekeepers to Flat Fees. It also includes details such as the slips, transactions, and billing arrangements included on the original bills to make it easy for you to re-bill your client. Sage 50, 100, 300, Timeslip and Much more Service Release for August 2019 (Timeslips Premium) fixes the following problems: Issue #01: When security is enabled, if you create a new timekeeper, you cannot choose that timekeeper to log in, until you visit the security settings. Our team is proficient in all facets of the program. This option did not always work. : Exiting local installer prematurely could display error. Submit your concern directly to our support team through the Online Case form. for example preserving those payments. ), you can log in as one of the timekeepers or you can log in as the Supervisor. Look for the line that says Build to determine the build number of your program. The fields in the Funds Totals section allow you to show funds transaction totals for the transactions included in your selection. : Some headings may not appear on split bills if clients are also using billing arrangements. Sage Timeslips Consultant 2) The installation menu now points to the readme notes in the Sage knowledgebase. Details: When setting up audit house templates (select Setup > Audit Houses), you can now determine how many decimal places to show for quantity/unit fields. : When printing the Invoice Listing report, you can use selection filters to limit the invoices included. Details: When using Timeslips, you can now click Live Chat on the main menu to connect with Support. Welcome to the Sage Timeslips Support Group on Sage City! On the Charges page of Client Information (select. When trying to use list-type custom fields to filter data, Timeslips can fail to find match if the list values include the ampersand sign (&). Other contributing factors include garnishments, new hires, and if you're doing business in other states. How do I do this adjust this, without having adjust each individual client? Sage Experts Online| Sage Accounting Support : When reviewing transactions on the Accounts Receivable List (select. ) : Converted payments display on history bills. : Bills exported for Ledes may include additional clients. After making the appointment, you will receive a confirmation email at the email address that was entered during registration. Issue #23: If slip End Date is disabled, slip date filter may not work properly on bills and reports. All related projects will automatically be marked for you. Details: When viewing slips on the Time and Expense Slip List dialog box (select Slips > Time and Expense Slips), there are new View By options that let you quickly see slips for the current week or for the current month for the logged in timekeeper. Service Release for OCTOBER 2020 (Timeslips Premium) adds the following enhancements: Enhancement #01: eCenter ClientAccess Administration. This can speed up project selection for clients with many projects. If data damage causes any of your clients balances to be incorrect, you can use the Data Verification process (select, Service Release for March 2019 (Timeslips Premium) adds the following enhancements. When you select, Help > Support Options > Remote Support Session. This process can fail if your default client template in Timeslips has "Send bills via email" set. TriStar Data Systems is a technology consulting firm based in Blue Bell, PA focusing primarily on. Sage Timeslips Premium November 2022 Service Release (Build 30.0.4.84), System Requirements: Sage Timeslips Premium, How to perform a local installation of Sage Timeslips, Caution message about the subscription expiring, How to perform a multi-user upgrade on Sage Timeslips, How to convert your BDE database to Firebird, Sage Expert Services available for various Sage products, Timeslips and Microsoft Terminal Services, How to set up multiple projects or matters for a single client. Your business deserves more than the lowest-priced support andtraining. Service Release for November 2019 (Timeslips Premium) fixes the following problems: Issue #01: Name Lists like the Client List (select Names > Client Info) may not remember they were sorted in descending order. In some areas of Timeslips, you can use the @ symbol followed by a character to translate terminology. Cloud lets you access your accounting system from anywhere. Timeslips Support - Training : When printing prebill worksheets (select. Issue #12: In Data Verification (select File > Data Verification), using "Check Accounts Receivable Balances" may not find some balances that need to be rebuilt. : Payments might not be marked as Billed if a bill is hidden. : In Mini Timeslips, you could not sort the Slip List by one of the names on the slip. When editing existing filters on a report, you could mistakenly exclude all names from the report; this would result in nothing to print. : When approving bills for clients (select, : In order to purge a client (which removes it completely from Timeslips), you must first close that client using the Close toolbar button on the Client List (select, : When printing the Aged WIP report (select, http://na.sage.com/Sage-Timeslips/Support, http://sagecity.na.sage.com/support_communities/sage_timeslips/, Service Release for May 2016 fixes the following problems, Service Release for July 2016 adds the following enhancements, Service Release for April 2017 (Sage Timeslips 2017 Perpetual) fixes the following problems, Release for July 2017 SR (Sage Timeslips 2018 Perpetual), Release for August 2017 SR (Sage Timeslips 2017 Perpetual), Service Release for October 2017 (Timeslips Premium and Timeslips 2018) adds the following enhancements, Service Release for March 2018 (Timeslips Premium) adds the following enhancements, Service Release for March 2018 (Timeslips Premium) fixes the following problems, Release for April 2018 (Timeslips 2019) adds the following enhancements, Service Release for April 2018 (Timeslips Premium) adds the following enhancements, Service Release for May 2018 (Timeslips 2018) adds the following enhancements, Service Release for August 2018 (Timeslips 2019 and Timeslips Premium) adds the following enhancements, Archive: Download Sage Timeslips 2018 May 2018 Update, Archived-Download Sage Timeslips 2019 August 2018 Update, ARCHIVE Download Sage Timeslips 2019 December 2018 Update, Archive - Download Sage Timeslips Premium December 2018 Update. If you remove the default sort keys from the Aged Invoice report, you can receive a report field is not supported error when you print the report. Details: When you are setting up a Client Selection filter on a bill or report, you can now right click on a project and choose "Select All Projects Associated with This Client". When you are setting up a Client Selection filter on a bill or report, you can now right click on a project and choose "Select All Projects Associated with This Client". Password. Issue #06: When printing reports (select Reports > Slips), some user-defined reports were not showing the subtotals. : On user-defined client reports, using the Client Classification filter does not select clients properly. On bills, the Miscellaneous Adjustments total shows the sum of all adjustments from slips. Its an easy way to audit the slips and transactions entered for each client on a monthly basis. Our Technical Support page and Timeslips Knowledgebase contains helpful hints and frequently asked questions from our customers, along with answers from our Customer Support staff: Our user community provides a forum where customers can answers questions for each other: If your database includes a lot of consolidated bills, opening the Reprint Bills list (select, You can use the Split Billing Rules dialog box (select, When working with timesheets, the list of timesheet templates (select. : Timeslips may ignore TAL Performance settings. This problem could prevent you from importing client info to your database. : Logging in as Supervisor always opens the Getting Started wizard. } : When working with selection filters, you can save them as filter templates that you can retrieve for use later. Issue #06: In Billing Assistant, when setting up sorting for a bill, you cannot include subtotals when sorting by Reference Nickname 1. Sage City Community All rights reserved. Important note: This option is only available for customers who have Timeslips Platinum, Elite, or Pro Business Care. Timeslips now warns you when youve done this. Invoice number type - Sage City Community You can also press the spacebar to mark the current name. Moving Timeslips to a new machine How to perform a local installation of Sage Timeslips Dont you prefer to work with experienced consultants? Select Bills > Undo Multiple Bills to open the Undo Multiple Bills dialog box. Forgot login information? User; Site; Search; User; x Want to participate? : Timeslips could ignore security settings (select, : If you need to change details on a client's bill, in previous versions you were able to undo only the last approved bill. In past versions, you managed access for your eCenter clients through the Admin Functions page on Timeslips eCenter. Join the group to interact, Sage Timeslips Anywhere General Discussion. TriStar Data Systems is a technology consulting firm based in Blue Bell, PA focusing primarily on, Flexible WYSIWYG bill and report designer, Credit card and electronic payment processing, Full integration with Microsoft Outlook contacts and calendars, Seamless integration with Peachtree and QuickBooks. : Manual invoice transactions do not transfer to TAL or TAL PRO. Issue #18: On Client Default Rates report, setting "Show nicknames as" to NN2 or Full Name doesn't seem to affect report. Slips can also include optional information such as activity description, estimated time, references, and markup/adjustment amounts. You deserve the best! : Bill messages may include incorrect values when hiding other bill sections. Note: The Performance Settings command is used to quickly disable features that could affect database performance. Timeslips now prevents a second station from placing bills in proof or approving bills if another station is processing bills. : When slip adjustments are disabled, saving new slips can show an AV error. In TAL Pro, using custom fields to transfer fees or costs can cause an error. When setting up bill-related reports, double-click on the report to open Report Entry and then use the Selection Filters tab to use this selection filter. objA.style.display = "none"; If you unmark Include payments with unapplied amounts, those payments are still included on the worksheet. : When sending bills to clients by email, if you approve only part of the bill run (choosing Approve some bills from this bill run on the, : Each account in Sage Timeslips eCenter can share account balances and transaction status with up to 100 of their clients. Designed to simplify even the most complex billing cycles, Timeslips includes all the basics needed to capture time and expense records and produce invoices from that information. : Slip-based graph reports are not following security option "View only my slips". When setting up the Aged A/R Balance report (select. We know billing and we know Timeslips. Sage Solutions exists to help you tap into its amazing benefits. Service Release for March 2020 (Timeslips Premium) fixes the following problems: Issue #01: When creating or editing tasks (select Names > Task Info) or expenses (select Names > Expense Info), you could not type a negative number in the Markup/Discount field. There is now a Slip Proof selection filter so you can specifically include or exclude slips that are on Proof Stage. obj.style.height=obj.contentWindow.document.body.scrollHeight + 'px'; in BDE only slips were marked as billed but AR and Funds were left alone. objB.style.display = "none"; : New funds transactions are not following funds preferences. From the Time and Expense Slip List (select, Additional details available when managing active slips, For firms that use the stopwatch to time slips, the Stop Timers dialog box (select, When you receive a payment from a client, there is a new shortcut to speed up the entry in Timeslips. : After entering a payment from a client, you can generate a receipt for that payment (select a payment and press, ). The Timeslips wizards at TriStar Data Systems can help you harness and focus all of those capabilities into a comprehensive timekeeping and billing solution that works for your business. We want to help you enhance your knowledge about Timeslips by Sage. In both cases, you can mark the attachment to print with the bill. We work with multiple accounting systems and we are Sage Platinum consultants the highest level! Copyright 2023 TriStar Data Systems All rights reserved. : Clients in eCenter that are assigned to Timesheet templates are not removed from eCenter when they are excluded from eCenter using, : New Report Types: User-Defined Transaction Reports, There are now two new types of user-defined reports available: user-defined transaction listing (which can show details from each transaction) and user-defined transaction summary (which can summarize totals for all included transactions). If not, do you know why? Note: Customers can schedule appointments up to 60 days prior which is subject to change.

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