Sage Timeslips Archived Service Release Notes

Issue # 02: The Sage Timeslips support phone number within the installer needs to be updated.
Details: When installing Sage Timeslips, the installation wizard lists an incorrect phone number for Sage Timeslips support. (Ref: 23819)

Issue # 03: When creating a new local database, Sage Timeslips could try to reuse an existing database folder.
Details: When creating a new, local database, if a local database folder already exists then Sage Timeslips could try to reuse that folder for the new database. (Ref: 23833)

Issue # 04: When using international versions of Windows, values may not align properly on bills.

Details: Regional currency settings for some countries may use commas and periods differently for values on bills. Sage Timeslips traditionally aligns values to a decimal point. Sage Timeslips will now use regional currency settings to determine how to align values on bills. (Ref: 23820)

Issue # 05: Editing bank account names may result in duplicate entries.

Details: In Sage Timeslips, you can set up bank accounts (select Setup, Bank Accounts) to group funds accounts. When editing the names of bank accounts, Sage Timeslips may display duplicate bank accounts in the list. (Ref: 23821)

Issue # 06: Funds account settings may not follow defaults from their bank account.

Details: When you create a new funds account for a client (through the Funds Accounts page of Client Information), the “Applies To” setting is not properly copied over from the associated bank account. (Ref: 23808)

Issue # 07: Client is sometimes copied to a new transaction when it shouldn't.

Details: You can use preferences to speed up the entry of transactions (select Setup, Preferences, and then switch to New Transaction Rules). If 'Client' is unmarked here, the Client from the last transaction is sometimes copied to a new transaction incorrectly. Even though you could change the client to the correct one, this would cause extra data-entry steps. (Ref: 23837)

Issue # 08: Name lists may not use My Lists properly.

Details: You can set up My Lists of clients or activities to speed data entry. To set up client or activity lists for a timekeeper, open Timekeeper Information for the timekeeper and switch to the My List Setup page. To set up activity lists for a client, open Client Information for the client and switch to the Activities page. When creating a new slip and switching types (for example switching the slip from a Time slip to an Expense slip), the activity list set up for the timekeeper or client may not filter out names properly. (Ref: 23813/23814)

Issue # 09: Sage Timeslips may display an error when you choose a timekeeper on the time sheet

Details: When viewing the time sheet (select Slips,Time Sheet, Slip Entry), you can select a timekeeper to determine which values to display. Choosing a timekeeper can result in an elist error. (Ref: 23818)

Issue # 10: When creating a new Payment Distribution report, distribution detail is not included on the report.

Details: You can use the Create a Report wizard (selects Reports, Create a Report) to add reports to Sage Timeslips. When adding a Payment Distribution report to Sage Timeslips, the “Show payment distribution” option was initially set to No. (Ref: 23809)

Issue # 11: Type search may not work on the Bill and Statement Layout List.

Details: You can use the Bill and Statement Layout List (select Bills, Bill and Statement Layouts) to maintain bill layouts and statement layouts. When moving through these lists to select a layout, type searching (typing the name of a layout to move to that layout) doesn’t work properly. (Ref: 23828)

Issue # 12: Converted layouts may report errors with graphics.

Details: When designing bill layouts (select Bills, Bill and Statement Layouts and then open a layout) you can include graphic images that display on the generated bill. If you converted a database that included a bill layout with invalid or corrupt graphics, Sage Timeslips may report a “graphic invalid” error when you make further edits to that layout. (Ref: 23834)

Issue # 13: Clients Not Billed report always sorts by Last Bill Date

Details: The Clients Not Billed report (select Reports, Billing, Clients Not Billed) shows clients not billed since a specific date. When setting up this report, you can use the Sort and Subtotal page to determine the order of records on the report, but if you changed the default sort order, Sage Timeslips would still sort the report by Last Bill Date. (Ref: 23836)

Issue # 14: Using multiple name filters may not return expected results.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. On some lists (like the Time and Expense Slip List, you can click the Selection button to filter records.When setting up filters that use multiple name types (such as filtering by Client and by Timekeeper), the report or list may find no matching records when there are matching records. (Ref: 23840)

Issue # 15: Some custom fields do not filter or sort/subtotal properly on bills and reports.

Details: You can set up custom fields (select Setup, Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports. When trying to use timekeeper-type custom fields to filter data, custom field values do not appear properly. When trying to use timekeeper-type custom fields to sort and subtotal data, all values appear under a 'None' heading. (Ref: 23817)

Issue # 16: References do not sort/subtotal properly on bills

Details: You can use references (select Names, Client References) to sort/subtotal slips appearing on bills and reports.On bills, slips for the same reference may sort/subtotal under multiple headings for that same reference. (Ref: 23822)

Issue # 17: Adjustments can cause an error when generating bills

Details: You can set up adjustment billing arrangements (within Client Information, switch to the Arrangements page) to adjust the amount you bill.If your bill included the Total Time and Expense Charges section, adjustment billing arrangements may cause an error when generating bills. (Ref: 23823)

Issue # 18: Approving bills while fee allocations is disabled causes an error

Details: After generating bills, you can place the bills in Proof Stage and approve them after you have reviewed the billing details; then when ready, you can use the Bill Stages dialog box (select Bills, Approve or Clear Bills) to approve them. Approving Proof Stage bills can display an error if you have the Fee Allocation feature disabled (select Setup, Features Enabled). (Ref: 23830)

Issue # 19: Slip Values may display when using billing arrangements that should hide them

Details: When using billing arrangements (within Client Information, switch to the Arrangements page) to adjust the amount you bill, Sage Timeslips often hides the slip values on the bill. This is because your individual slip charges will likely not match your changed billing total.Some billing arrangements that should hide slip values were displaying them for individual slips and within subtotals. (Ref: 23824)

Issue # 20: If a client does not have a State defined, the bill may show an extra blank line.

Details: You can set up a client’s name and address within the Contact Info page of Client Information. If you set up a City and Postal Code for a client but not a State, when you print bills there could be an extra blank line on the bill. (Ref: 23825)

Issue # 21: If a client only has a previous balance and Do Not Bill slips, Sage Timeslips may not generate a bill.

Details: When creating time and expense slips, you can set the slip’s Billing Status to Do Not Bill. These slips will not appear on a generated bill. If a client had only a previous balance and Do Not Bill slips, Sage Timeslips would not generate a bill for that client. (Ref: 23826)

Issue # 22: Consolidated bills do not always use Master client contact info.

Issue # 23: Timekeeper Summary on bills can calculate improperly when using billing arrangements.

Details: When designing bills, you can include a Timekeeper Summary Table on the bill (select Bills, Bill and Statement Layouts and edit a bill layout). On the Timekeeper Summary Table, you can mark 'Show actual charges' to include billed charges for each timekeeper. When using some billing arrangements, this table could miscalculate the actual charges to show a much smaller value for each timekeeper. (Ref: 23831)

Issue # 24: Slips with a value of $0.00 do not show as No Charge.

Details: When including slips on a bill that have time spent and a rate value but a $0.00 billed value, the bill will show $0.00 in the Amount column; previous versions of Sage Timeslips would show NO CHARGE in the Amount column. (Ref: 23832)

Issue # 25: Data tokens from bill messages may show on bill multiple times.

Details: When setting up a bill message (select Setup, Messages), you can insert data tokens in the message that show the associated data value on the bill. If a bill message included a data token, the data value may display a duplicate entry on the bill. (Ref: 23841)

Issue # 26: Trial version now supports multiple users.

Details: When installing Sage Timeslips, you can choose to install as a trial version. In previous versions this would provide one license. Sage Timeslips trial versions now provide five licenses so evaluators can experience Sage Timeslips in an environment with concurrent users. (Ref: 00000)

Service Release for September 2015 fixes the following problems:

Issue # 01: When reinstalling Sage Timeslips, it overwrites some database settings.

Details: When you reinstall Sage Timeslips, the installation process can overwrite some database settings, like the database timeout settings or the default database server path for network installations. (Ref: 23863)

Issue # 02: The Open Database dialog box may list the wrong database path.

Details: When you access a local database, you point to MAIN.FDB in a specific database path. When viewing the Open Database dialog box (select File, Open Database), the local path listed may be missing the database folder. For example, C:\MAIN.FDB may be displayed when you are currently accessing C:\MyData\MAIN.FDB. (Ref: 23851)

Issue # 03: When opening a database with many logins, there could be a delay on the login screen.

Details: When you have multiple timekeepers accessing a database, you can use security (select Setup, Security, Global) to require timekeepers to log in. For databases with over 50 logins, the Database Login dialog box could be delayed in appearing. (Ref: 23857)

Issue # 04: Restoring from the “Welcome” screen does not open the database automatically.

Details: When Sage Timeslips cannot access a database, it displays a Welcome screen. If you restore a backup from this screen, Sage Timeslips returned back to this screen after restore was complete instead of opening the database. (Ref: 23850)

Issue # 05: Restoring a backup over a network database can create a second entry in the registration database.

Details: In network installations, Sage Timeslips uses a registration database to track your available databases. If you restored a backup over a network database, Sage Timeslips could add a second entry for that database in the registration database. This would show a duplicate entry in the Open Database dialog box (select File, Open Database). (Ref: 23855)

Issue # 06: Cannot restore backup from previous version on top of a TS2016 database.

Details: You can use the Restore a Backup dialog box (select File, Restore) to restore database backups. If you chose a backup from a previous version, the database conversion after the restore would fail. However, you could restore the backup from the previous version into a new, empty folder. (Ref: 23846)

Issue # 07: When you rename custom fields, they may not save properly to the database.

Details: You can set up custom fields (select Setup, Custom Fields) to store data values that Sage Timeslips typically does not track. As part of maintaining these custom fields, if you renamed them, Sage Timeslips may not save them back to the database correctly. This could cause errors when you created new clients. (Ref: 23858)

Issue # 08: When entering billing arrangement settings, some fields may have values already.

Details: You can set up billing arrangements in the Arrangements page of Client Information. When setting up bill arrangements, some fields may already have values entered, so you had to edit these values. (Ref: 23838)

Issue # 09: Moving through references may result in an Access Violation error.

Details: You can use references (select Names, Client References) to organize jobs or projects for clients. If you have over 50 references set up for a client, you could receive an AV error when you changed clients to review their references. (Ref: 23854)

Issue # 10: Electronic Payments fail to process through Sage Payments

Details: When entering electronic payments, you can automatically process them through Sage Payments. In Sage Timeslips 2016, this processing could fail. (Ref: 23868)

Issue # 11: When emailing a group of bills, if you unmark a client it may still be emailed.

Details: Sage Timeslips can send PDF copies of bills to clients by email. After approving bills, the Email Bills to Clients dialog box lists any clients from that bill run who you’ve set to ‘Send bills via email’. If you unmark a client from this list, Sage Timeslips will still attempt to send the client a bill by email. (Ref: 23853)

Issue # 12: When emailing a group of statements, an additional client could be listed.

Details: Sage Timeslips can send PDF copies of statements to clients by email. After finalizing statements, the Email Statements to Clients dialog box lists any clients from that statement run who you’ve set to ‘Send statements via email’. This list can also include a client from the last statement run, but choosing that client will not cause a statement to be sent. (Ref: 23862)

Issue # 13: When printing statements, Sage Timeslips ignores the A/R Transaction Date filter.

Details: When setting up statements (select Report, Bills, Generate Statements), you can use selection filters to limit data appearing on the statement run. If you set up an A/R Transaction Date filter, Sage Timeslips ignores the filter when selecting account receivable transactions to print. (Ref: 23861)

Issue # 14: Slip Selection filter is slow to open.

Details: When viewing the Time and Expense Slip List or reports that include slips, you can use selection filters to limit which slips appear. In large databases if you chose the Slip Selection filter, it could take a long time to display the slips for you to include/exclude.Along with the use of the Slip Selection filter being much faster, you can also sort this list of slips by a specific column and you can type search to find a record by values on the currently sorted column. (Ref: 23844)

Issue # 15: Printing the Invoice Listing report with ‘no detail’ can result in an Access Violation error.

Details: When printing the Invoice Listing (select Reports, A/R Transactions,Invoice Listing) you can use report options to control the level of detail on the report. If you change the ‘Report style’ to ‘No detail’ an AV error could appear when printing the report. (Ref: 23848)

Issue # 16: Sorting the Invoice Listing report by custom field shows incorrect results.

Details: When printing the Invoice Listing (select Reports, A/R Transactions, Invoice Listing) you can use the Sort and Subtotal settings to customize the order of the report. If you sort/subtotal the report by a custom field, all records may be grouped under a ‘None’ heading. (Ref: 23847)

Issue # 17: Values for clients on Full Bill hold are listed differently on the Firm Assistant Listing

Details: When printing the Firm Assistant Listing (select Reports, Billing, Firm Assistant Listing), if you have clients on Full Bill Hold, some fields show 0.00 instead of having the client showing blank values. (Ref: 23856)

Issue # 18: Some reports list custom field sort keys twice.

Details: When setting up reports, you can use the Sort and Subtotal settings to control how data on the report is ordered. For some reports, like the User-Defined Slip Listing (select Reports, Slips, User-Defined Slip Listing), each custom field was listed twice. (Ref: 23864)

Issue # 19:Some reports return no entries when using Percent custom field selection filters.

Details: When setting up reports, you can use the Selection Filters settings to control which data is included on the report. For some reports, like the Slip Listing (select Reports, Slips, Slip Listing), if you are using a Percent-type custom field selection filter, the report would not include any records. (Ref: 23865)

Issue # 20: Transfer Register could include an additional credit, causing the transactions to be unbalanced..

Details: When using TAL with the Cash method, rounding errors can cause additional credits to appear, which causes the General Ledger Transfer Register to be unbalanced. (Ref: 23867)

Issue # 21: Custom field token may not resolve properly.

Details: You can set up custom fields (select Setup, Custom Fields) to store data values that Sage Timeslips typically does not track. You can then use data tokens associated with these custom fields in many areas, such as on bill cover pages, in email subject lines or email message text, or in PDF names for emailed bills and the tokens would resolve to the data values for the current client. In some cases, these tokens did not properly resolve to the associated data values. (Ref: 23843)

Issue # 22: Bill images cannot be deleted.

Details: You can use the Reprint Bills dialog box (select Bills, Reprint Bills) to maintain images of past bills. If you mark a bill image and click Delete, the bill image would remain. (Ref: 23845, 23849)

Issue # 23: Undoing bills does not remove all bill image files.

Details: You can use the Bill Stages dialog box (select Bills, Undo Approved Bills) to undo approval for specific bills. When undoing a multi-page bill, only the first was removed from the database. (Ref: 23842)

Service Release for October 2015 adds the following enhancements:

Enhancement # 01: In multi-user scenarios, saving clients and saving slips may be faster.

Details: Starting with Service Release 3, the process for saving clients and saving slips has been improved and may be faster for some customers. We’ve also enhanced messaging that appears when two or more users try to edit and save the same record; the message now indicates who else is changing the record and prompts you to choose which edit to save.

Enhancement # 02: TSImport imports slips faster.

Details: Starting with Service Release 3, TSImport imports slips faster. In many cases, slips can be imported faster than in previous versions.

Service Release for October 2015 fixes the following problems:

Issue # 01: When exporting slip values to other slips, Client Selection and Timekeeper Selection were blank.

Details: When viewing a slip in Slip Entry, you can click the Export button to export any of the fields to other slips. When setting up timekeeper or client filters to choose the slips to receive the values, the Timekeeper Selection filter and Client Selection filter would not show any names. (Ref: 23872)

Issue # 02: Template references not showing with client references.

Details: You can set up references (select Names, Client References) for a specific client to track charges for jobs. You can also set up references for a template client, which all clients can use. When a client used both specific references and references from a template client, the references from the template client were not displaying in the Client Reference List. (Ref: 23883)

Issue # 03: You cannot save a blank billing arrangement message.

Details: When setting up billing arrangements on the Arrangements page of Client Information, you can assign a custom message that will appear on the bill. If you later edited the message to blank it out, this change would not save properly. (Ref: 23873)

Issue # 04: Slip Description filters not properly filtering slips.

Details: When viewing the Time and Expense Slip List, the Accounts Receivable List, the Client Funds List, or reports that include slips or transactions, you can use selection filters to limit which items appear. If you used the Slip Description filter, the A/R Description filter, or the Funds Description filter, Timeslips would not limit the records properly. (Ref: 23882)

Issue # 05: Consolidated bills do not always use Master client contact info.

Details: When printing consolidated bills, the generated bill should use contact info and the cover page from the master client. If the master client did not have bill data to print, the generated bill was not using the master client’s information for the bill cover page and bill headers. This was originally fixed in SR1, but some additional cases were fixed. (Ref: 23827)

Issue # 06: On consolidated bills, the bill summary could include page breaks.

Details: You can print bills that consolidate details of many projects. For these bills, you can set up the bill layout to “Start each project on a new page”. If you chose this option and also chose to “Print a summary of all projects” then the summary would incorrectly include a page break before each project too, instead of printing the summary on one page. (Ref: 23874)

Issue # 07: Billing processes could perform slower than they did in previous builds.

Details: Some fixes for custom fields released in SR2 caused a slowdown in billing performance for large databases. Billing performance is now faster. (Ref: 23877)

Issue # 08: Text on bill headers and bill footers can lose formatting for consolidated bills.

Details: You can print bills that consolidate details of many projects. When printing these bills, text in headers or footers could lose formatting; for example, they could print in the wrong font size or style. (Ref: 23880)

Issue # 09: The Aged Client Investment report showed incorrect values.

Details: Several values on the Aged Client Investment report (select Reports, Client, Aged Client Investment) did not correctly match previous versions. The values in the database were correct, but the report was incorrect. (Ref: 23870)

Issue # 10: Working with a large number of reprint bill images performed slower than expected.

Details: You can use the Reprint Bills dialog box (select Bills, Reprint Bills) to view and print copies of past bills. When working in databases that had thousands of preprint bill images, selecting images, marking images, and deleting images took much longer than in previous versions. (Ref: 23869)

Issue # 11: You can open multiple instances of Timeslips Administrator.

Details: You can use Timeslips Administrator (select Special, Timeslips Administrator) to access many administrative functions in Timeslips. If Timeslips Administrator was already open, you could open another instance, but only one instance should be available. (Ref: 23871)

Issue # 12: Triggered alerts show wrong timekeeper.

Details: You can set up alerts (select Setup, Alerts, Manager) that trigger when certain conditions are met. The alert displays which timekeeper cause the alert to trigger. Instead of the correct timekeeper, the alert could show “Default”. (Ref: 23878)

Issue # 13: Changing settings for Display can cause some fields to be hidden.

Details: Through the Display control panel in Windows, you can increase the font size in some applications. If you increase this size to 125% or 150%, some fields in Timeslips would not display properly. Some examples of this were selection filters that could hide OK/Cancel buttons, custom field settings that could hide details, or rate level and expense level lists on slips that would hide part of the value. (Ref: 23879)

Service Release for November 2015 fixes the following problems:

Issue # 01: Timeslips Administrator was not always updated.

Details: When installing a full build (not a Service Release) of Timeslips Premium over an earlier build, the version of Timeslips Administrator on the Timeslips server was not always updated to the latest build. (Ref: 23897)

Issue # 02: Installer does not warn when Timeslips Premium is open.

Details: When installing a full build (not a Service Release) of Timeslips Premium, the installer can warn you if Timeslips applications such as TimeCapture are open. This ensures all applications are overwritten properly. The installer was not warning that Timeslips Premium was open. (Ref: 23895)

Issue # 03: Timers could get stuck, so you could not turn them off.

Details: When tracking time on slips, you can manually enter the time spent on the slip or you can use the timer to track time as you work. In some cases,after starting a timer and saving the slip, you could not stop the timer. (Ref: 23891)

Issue # 04: When using slip approval, approving a slip could create a new slip.

Details: You can set up Slip Approval within security (select Setup, Security,Global) so that only approved slips will appear on bills. When viewing slips through the Time and Expense Slip List(select Slips, Time and Expense Slips), changing a single slip from Pending to Approved by clicking on the Approval indicator could duplicate that slip. (Ref: 23899)

Issue # 05: When using slip approval, approving a batch of slips does not update those slips.

Details: You can set up Slip Approval within security (select Setup, Security, Global) so that only approved slips will appear on bills. When viewing slips through the Time and Expense Slip List (select Slips, Time and Expense Slips), attempting to change approval for multiple slips by using the Multiple Approval button doesn’t actually change the approval status for those slips. (Ref: 23896)

Issue # 06: Split Billing Rule List has additional text in the View By section.

Details: You can use Split Billing Rules to split charges from one client and assign them to another client. When viewing these rules on the Split Billing Rules List(select Bills, Split Billing Rules), additional text could appear to the right of the View By setting. (Ref: 23892)

Issue # 07: Pre-bill worksheets can print much slower when using multiple filters.

Details: When setting up pre-bill worksheets (select Bills, Pre-bill Worksheet), you can use selection filters to limit that records included. Some combinations of filters could cause worksheets to calculate and print much slower. (Ref: 23893)

Issue # 08: When entering a new transaction for a client in revision stage, that new transaction can be included on a bill.

Details: When you generate bills, you can lock them in Proof Stage while you review them. If you move the bill to Revision Stage, you can change items on the original bill and then print it again to show the updates; any new slip or transaction should not be included when you print the bill again. In earlier builds of Timeslips Premium, new transactions might be included when you printed a Revision Stage bill. This has been corrected to behave as expected with no new data added to the bill, and to only reflectany edits made to that bill. (Ref: 23894)

Issue # 09: Unmarking 'Include clients who are paid in full' does not omit clients.

Details: When setting up bills (select Bills, Generate Bills) or pre-bill worksheets (select Bills, Pre-bill Worksheet), you can use report options to further limit records included. One option available is 'Include clients who are paid in full', but unmarking this option did not omit clients who were paid in full. (Ref: 23889)

Issue # 10: Billing Assistant doesn’t remember the Nickname 1 / Nickname 2 setting for clients.

Details: When viewing billing information for clients within Billing Assistant (select Bills, Billing Assistant), you can right-click on the client name and choose which nickname format to display (Nickname 1 or Nickname 2). However, when you opened Billing Assistant in a later session, it would not keep the Nickname 2 setting. (Ref: 23886)

Issue # 11: 'Exclude' filter does not work on some reports.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. When setting up filters for name types (such as filtering byClient or byTimekeeper), you can choose that the selected names will be Included or Excluded from the report. In earlier versions of Timeslips Premium, 'Excluded' was actually including records with the selected names. (Ref: 23885)

Issue # 12: Spell check includes all client classifications.

Details: When printing bills or reports, you can set options to check records for spelling and grammar errors. You can also do these checks manually using the Special, Check Spelling and Grammar command. When using this command you can set filters to determine which records are checked. There had been no filter available for Client Classification, so if you did not set any other client filters (such as Client Selection), data associated with all clients (including Inactive, Closed, and Template clients) would be checked. Timeslips Premium now includes a Client Classification filter. Using this filter will speed up spell checking and grammar checking for any customers who have Inactive, Closed, or Template clients. (Ref: 23900)

Issue # 13: Synchronizing Timeslips Premium with eCenter is slower than expected when there are many rate rules.

Details: You can use http://www.sagetimeslipsecenter.com/ to enter slips and names that you can synchronize with Timeslips Premium. When you have many rate rules set up for your clients, this synchronization process can take a significant amount of time. (Ref: 23898)

Service Release for March 2016 adds the following enhancements:

Enhancement # 01: Quick Bills allow you to build a bill all in one screen. (Premium Only)

Details: Use the new Quick Bill feature (select Bills, Quick Bill) to create and print a bill quickly. Often, these bills are used for one-time clients that you create while you set up the bill and close after you print the bill.

Enhancement# 02: Budget screens have been updated and budgets recalculate faster.

Details: All budget screens (select Names, Budgets) have been updated to improve organization and flow. Recalculating budget values and printing budget reports is now faster.

Enhancement# 03: Accounts receivable list and accounts receivable entry screens have been updated.

Details: The Accounts Receivable List (select Transactions, Accounts Receivable) has been updated for stability and performance. Toolbar buttons have been added to it for quick access to transaction-related preferences and list customization options.

Most accounts receivable entry screens now show more information to help you understand how transactions are associated with each other or how values (like timekeeper contribution) are being calculated.

Enhancement# 04: Address fields in Client Information now show field labels.

Details: On the Contact Info page of Client Information (select Names, Client Info and open a client), address fields now show field labels. This is most useful for new customers.

Enhancement# 05: Custom calculations are now available on bills. (Premium Only)

Details: You can now create your own custom calculations for use on bill cover pages or bill custom pages. You can set these up just as you have set up custom calculations on user-defined reports.

Service Release for March 2016 fixes the following problems:

Issue # 01: Using the Hold button on the Client List could cause refresh problems on the list.

Details: If you use the Hold button on the Client List to toggle Hold status, when you scroll through the list, the focus can jump to the incorrect client or you can receive a “cannot find record” error. Closing and reopening the list corrects this problem. (Ref: 23906)

Issue # 02: The Update Rates wizard is not correctly changing rates on slips.

Details: When you update rates or rate selection rules, the Update Rates wizard can open automatically to help you update rates on slips to inherit those changes. (You can also open this wizard at any time using the Special, Update Rates command.) In some cases when you update a rate selection rule in Client Information, the Update Rates wizard was not updating rates on slips properly. (Ref: 23915)

Issue # 03: The “Only show slips marked Override” option does not limit the slips displayed.

Details: The Layout Options page of bill layouts provides an “Only show slips marked Override” option. This option did not limit the slips that displayed on the bill. (Ref: 23907)

Issue # 04: Removing hours field from bill layout could still show on bill total.

Details: When editing bill layouts, if you removed the Hours field from the Time Slips section, the total hours could still show in the “For professional services rendered” line. (Ref: 23909)

Issue # 05: Approving a very large bill run could result in an AV error.

Details: When printing a very large bill run, the approval process could result in an Address Violation error. This happens in isolated cases when the space between client records causes unusually long SQL statements. (Ref: 23912)

Issue # 06: Approving a very large bill run could result in Timeslips not responding.

Details: When printing a very large bill run, the approval process could result in Timeslips not responding. This could happen if the bill run contained thousands of bill pages. (Ref: 23912)

Issue # 07: Reprint bills images could display incorrectly when master client has no slips and no transactions.

Details: When printing bills that includes master client with no slips or transactions, the bill images for the master and projects could become unsynced, causing incorrect images or wrong number of pages for reprint images. (Ref: 23905)

Issue # 08: You cannot exclude billed slips from History Bills.

Details: History Bills (select Reports, Billing) allow you to include billed slips and unbilled slips on a bill that can be submitted to the court. In earlier builds of Timeslips Premium, even if you specifically excluded billed slips from the History Bills using the Slip Billed filter, the billed slips would still appear on the History Bill. (Ref: 23923)

Issue # 09: When printing reports, the invoice number filter would not exclude records.

Details: When printing the Invoice Listing or User Defined Invoice report, including an invoice number filter on the report would not exclude any transactions. (Ref: 23904)

Issue # 10: When printing reports, the Logged-In Timekeeper filter excluded all records.

Details: When printing reports, including the Logged-In Timekeeper filter on the report would exclude all records, so the “No data was selected” error would appear. (Ref: 23917)

Issue # 11: The Payment Performance report could display inaccurate values.

Details: Including many months of data in the Payment Performance could result in inaccurate values. (Ref: 23911)

Issue # 12: The Value filter for accounts receivable or funds transactions could include additional transactions.

Details: You can use the Value filter on reports or on lists (like the Accounts Receivables List) to limit the transactions displayed by their value. If you used a range of values in the filter that included a negative value (ex. from -2.00 to 100.00), Timeslips would also include all transactions with negative values. (Ref: 23918)

Issue # 13: In Billing Assistant, the Open button can duplicate time or expense slips.

Details: When viewing slips within the Time Slips page or Expense Slips page of Billing Assistant, clicking the Open button would create a new slip. (Ref: 23903)

Issue # 14: Billing Assistant toolbar update.

Details: When using the slip approval feature, you can change the status for slips within the Time Slips page or Expense Slips page of Billing Assistant. We’ve updated the hint for the Approve/Reject toolbar button on these pages. (Ref: 23908)

Issue # 15: Abbreviations not saving 1000 characters.

Details: When you enter very long abbreviations (over 700 characters), Timeslips could report an error or Timeslips could truncate the abbreviation. This was caused by rich text characters saved with the abbreviation meaning. (Ref: 23913)

Issue # 16: Timeslips reports “backup can not be found” if the backup contain multiple periods.

Details: If you have network backup files that contain multiple periods, Timeslips will not be able to restore it. Instead, it reports “backup can not be found”. As a work-around, you can manually rename the backup file and then restore it. (Ref: 23914)

Issue # 17: Converting a backup from an earlier version of Timeslips could cause an AV error.

Details: When you restore a backup from a previous version, Timeslips closes as the database is converting and then reopens to access the converted databases. If Timeslips could not close properly, an AV error could appear. (Ref: 23916)

Issue # 18: Timeslips cannot save backups through the Scheduled Backup system.

Details: You can set up Timeslips to create backups automatically using the Schedule Backups system (select File, Scheduled Backups). In earlier builds of Timeslips Premium, this system would not save backups properly, attempting to use a .BKU extension. (Ref: 23920)

Issue# 19: When editing slips imported from TimeCapture, the Time Spent could change.

Details: You can use TimeCapture (select Special, TimeCapture) to track time spent in other applications and then import those entries into Timeslips for reporting and billing. If you editing a slip imported from TimeCapture to change the task on the slip, Timeslips would reset the time spent to the default time spent for that task. (Ref: 23919)

Issue # 20: Syncing Timeslips calendar with Google calendar can cause SQL errors.

Details: You can use Timeslips Calendar (select Calendar, View Calendar) to set up meetings and appointments, and then create time slips from them when they are complete. You can also sync those meetings and appointments with your Google Calendar. In earlier builds of Timeslips Premium, if meeting names or locations in your Google calendar had too many characters, the sync process would report an SQL error. (Ref: 23925)

Service Release for May 2016 fixes the following problems:

Issue # 01: Undoing bill approval can result in a “record not found” error.

Details: You can use the Bill Stages dialog box (select Bills > Undo Approved Bills) to undo approval of the last bill for each client. If you undo approval for a bill that included Funds account activity, Timeslips may report a “record not found” error.

(Ref: 23924)

Issue # 02: Percent Complete Table on bills may show inaccurate values.

Details: If you have clients that use a percent complete billing arrangement, you can edit the bill layout (select Bills > Bill and Statement Layouts) to include the Percent Complete Table section on the bill, so your client can see details of each phase. When including this section, the Total Charges and Percent Complete values may not be accurate.

(Ref: 23937)

Issue # 03: TAL Pro could post incorrect Cash values to QuickBooks for prepayments.

Details: You can link Timeslips to QuickBooks using TAL Pro to avoid unnecessary double entry of transactions. When entering a pre-payment for a client in Timeslips, TAL can post that amount to CASH instead of SUSPENSE.

(Ref: 23926)

Issue # 04: Statements do not show payment values correctly.

Details: You can print statements (select Bills > Generate Statements) to show clients the status of their account. When using the “Show payment distribution to invoice” option, the statement shows 0 values for some payments.

(Ref: 23927)

Issue # 05: On bills, some fields on Customizable sections show blank values.

Details: You can include Customizable sections on your bill layouts (select Bills > Bill and Statement Layouts) that you can design to show many different Timeslips fields. Some fields (such Last Payment Amount, Last Payment Check, Last Payment Date, Last Payment ID, Last Payment Type, and Client History + New: Total A/R were showing incorrect values.

(Ref: 23928)

Issue # 06: Prebill worksheets cannot exclude payments with unapplied amounts.

Details: When printing prebill worksheets (select Bills > Pre-bill Worksheet), you can click Options to set up many filters and options. If you unmark “Include payments with unapplied amounts”, those payments are still included on the worksheet.

(Ref: 23929)

Issue # 07: Payment receipts do not display properly on user-defined transaction reports.

Details: After entering a payment from a client, you can generate a receipt for that payment (select a payment and press Ctrl+E). You can then create a user-defined transaction report (select Reports > Create a Report) that includes receipt information. In previous builds of Timeslips Premium, receipt information did not display correctly on the report.

(Ref: 23922)

Issue # 08: On bills and worksheets, Timeslips ignores some custom filters or custom sorts.

Details: You can setup custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports.

When using custom timekeeper fields or custom task fields to filter or sort records on bills or worksheets, Timeslips may ignore your settings.

(Ref: 23930, 23931, 23932)

Issue # 09: Using automatic discounts could cause an error with aged balances.

Details: In the Charges page of Client Information (select Names > Client Info) you can set up automatic discounts for each client. In some scenarios, a new payment that triggered an automatic discount could display an aged balances error.

(Ref: 23934)

Issue # 10: Editing descriptions in the Accounts Receivable List may not prompt you to save.

Details: You can use the Accounts Receivable List (select Transactions > Accounts Receivable) to review transactions and edit descriptions. If you edited a description and closed the Accounts Receivable List, Timeslips may not prompt you to save your change.

(Ref: 23935)

Issue # 11: When entering transactions, details of pending Proof-stage invoices are not displayed.

Details: When entering accounts receivable transactions (select Transactions > Accounts Receivable and then click New), messages will now indicate when there is a Proof stage invoice for the client that is awaiting approval.

(Ref: 23942)

Issue # 12: When entering transactions, Find Client by Invoice command doesn’t work.

Details: When entering accounts receivable transactions (select Transactions > Accounts Receivable and then click New), you can quickly choose a client by using their invoice numbers. This dialog box would only launch when clicking the button next to the Client field; it would not launch when right-clicking or pressing Ctrl+Shift+T.

(Ref: 23944)

Issue # 13: When entering transactions, you cannot find clients by internal or customer invoice numbers.

Details: When entering accounts receivable transactions (select Transactions > Accounts Receivable and then click New), you can quickly choose a client by using their invoice numbers (press Ctrl+Shift+T). Using this method to choose clients only worked with Global invoice numbers, not Client or Internal invoice numbers.

(Ref: 23941)

Issue # 14: Setting project separator to None can cause an error at startup.

Details: In the Nicknames page of Generate Settings (select Setup > General), you can set up a project separator to establish relationships between clients and projects. If you do not use this functionality and you set the project separator to None, Timeslips may show an error at startup.

(Ref: 23938)

Issue # 15: Some client balances are not displaying properly on user-defined client reports.

Details: You can create a user-defined client report (select Reports > Create a Report) that displays balance information. When including the “Client: Aged Bal: Previous Balance” field on the report, this balance field may not show values as expected for some clients. As a workaround, some customers used the “Client: Aged Bal: Total ” field.

(Ref: 23936)

Issue # 16: Type-Searching does not reset with Backspace, Enter, or ESC.

Details: In some fields and in some lists (such as the Client field on slips and transactions), you can begin typing to jump to a matching value. In Timeslips Premium, the values you typed in did not reset when you pressed BACKSPACE, ENTER, or ESC.

(Ref: 23940)

Issue # 17: The Cut/Copy/Paste right-click menu commands were missing from transaction entry.

Details: When entering Payment transactions, Timeslips provides a Check No. field where you can track the check number. The traditional Cut/Copy/Paste commands were missing from this menu.

(Ref: 23939)

Issue # 18: Opening a remote support session used an invalid URL.

Details: When you contact Support, a representative may need to access your workstation remotely. When you select Help > Support Options > Remote Support Session to start this process, Timeslips may launch an invalid URL.

(Ref: 23933)

Service Release for June 2016 fixes the following problems:

Issue # 01: Exiting local installer prematurely could display error.

Details: When setting up Sage Timeslips in a network environment, you install Timeslips to the server and then each local workstation installs a local copy from there. If you install patches to the server, the local installation of those patches starts automatically when workstations log in. If you exit the local installation process before files are updated on a workstation and then you try to access Timeslips on that workstation, you will receive an “Unable to create TSReg” error. (Ref: 23952)

Issue # 02: After creating a new database, the timekeeper list may not update properly.

Details: After you create a new database, Timeslips may not update the timekeeper list until after you create other new records (like clients) or until after you close and reopen Timeslips. Opening the Timekeeper List (select Names > Timekeeper Info) before taking one of these actions could display an empty list. (Ref: 23958)

Issue # 03: Creating a new database based on the current database displays an AV error.

Details: Creating a new database based on current database can display an AV after the new database was created successfully. (Ref: 23959)

Issue # 04: Converting databases from BDE versions of Timeslips now detects corrupt audit house settings.

Details: When converting a database from a BDE version of Timeslips, the conversion process could fail if audit house settings were corrupt in the database. The conversion process can now detect corrupt settings and replace them with default settings, allowing the process to complete successfully (Ref: 23956)

Issue # 05: Logging in as Supervisor always opens the Getting Started wizard.

Details: When security is set up for a database (select Setup > Security > Global), you can log in as one of the timekeepers or you can log in as the Supervisor. When logging is a Supervisor, the Getting Started wizard should only open the first time you log in. (Ref: 23964)

Issue # 06: Importing slips with unknown tasks or expenses can cause an AV error.

Details: When importing slips with TSImport (select File > Import), if the import file contained task names or expenses names that were not yet in the Timeslips database, the import could fail with an AV error. (Ref: 23965)

Issue # 07: You can apply payments to converted (CNV) invoices

Details: When converting data from very old versions, such as Timeslips 8, the conversion process retains older invoices for historical reporting purposes. These converted invoices are marked with a CNV indicator on the Accounts Receivable Transaction List (select Transactions > Accounts Receivable). Although you should not be able to apply new payments to these invoices, Timeslips was allowing you to start this process. (Ref: 23962)

Issue # 08: Accounts Receivable List may show incorrect balances for Proof Stage clients.

Details: When reviewing transactions on the Accounts Receivable List (select Transactions > Accounts Receivable) with View By set to Client, the current client’s A/R balance is shown at the bottom of the list. This balance could be incorrect for any client in Proof Stage, although the balance in Client Information is still correct. (Ref: 23951)

Issue # 09: Bills exported for Ledes may include additional clients.

Details: When using Ledes for electronic billing (select Setup > Audit Houses), you can set up the billing process to export each client to individual files. When using this setup, the first export processes correctly, but each subsequent export file will contain the current client and the clients before it. (Ref: 23950)

Issue # 10: The “Slip Timer is On” filter does not always filter slips.

Details: On the Slip List (select Slips > Time and Expense Slips), you can click the Selection button to set up filters; these filter can determine which slips will display in the list. When using the “Slip Timer is On” filter, slips with a running timer are not always filtered properly. (Ref: 23943)

Issue # 11: Overwriting a filter template saves a new copy instead.

Details: When working with selection filters, you can save them as filter templates that you can retrieve for use later. If you save a filter template with the same name as an existing filter, a new copy is saved instead of overwriting the existing copy. For example, if a filter template MyFilter existed and you saved a new filter template with the name MyFilter, Sage Timeslips would prompt you to overwrite the current copy, but it would instead show two copies of MyFilter. (Ref: 23945)

Issue # 12: On Invoice Listing, the Invoice Balance filter does not exclude 0-Balance invoices.

Details: When printing the Invoice Listing report, you can use selection filters to limit the invoices included. If you use the Invoice Balance filter to exclude 0-balance invoices (for example by setting an Invoice Balance range of 0.01 to Highest), the 0-balance invoices are still included on the report. (Ref:23949)

Issue # 13: Reverse Payment transactions may not post properly to the general ledger.

Details: When attempting to post Reverse Payment transactions to your general ledger using TAL Pro, a Reverse Payment would post only if you were also posting the original payment at the same time. The Reverse Payment would not post properly if the original payment was already posted to the general ledger. (Ref: 23960)

Issue # 14: Custom fields may not filter the Reprint Bills list properly.

Details: You can set up custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports.

When using custom fields to filter bill images on the Reprint Bills list (select Bills > Reprint Bills), the list still shows all bill images. (Ref: 23963)

Issue # 15: List type custom fields may not filter data properly if the list values contain an ampersand.

Details: You can set up custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports.

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 (&). (Ref: 23961)

Issue # 16: Some regional settings can cause AV errors when saving slips.

Details: If you change date setup in the Regional Settings control panel to include “MMM” for month, Sage Timeslips will display errors when saving time and expense slips. (Ref: 23948)

Issue # 17: Some regional settings can cause AV errors when saving slips.

Details: If you change date setup in the Regional Settings control panel to include “MMM” for month, Sage Timeslips will display "Info returned is Invalid" errors when trying to check for subscription entitlement. (Ref: 23957)

Service Release for July 2016 adds the following enhancements:

Enhancement # 01: Backup Database and Restore Database processes for local backups are faster

Enhancement # 02: Marking Slips as Exported process is faster

Enhancement # 03: Combine process (importing archived slips back into the database) is faster

Enhancement # 04: Close Clients process is faster

Enhancement # 05: Timekeeper Contributions and Collections report calculates faster

Enhancement # 06: Bill and Statement Layout List (specifically for layouts with large graphics) loads faster.

Enhancement # 07: When setting up selection filters (for example, on reports), you can type search to move to a specific name quickly. You can also press the spacebar to mark the current name.

If a name includes a space in it, Timeslips will wait for a pause to determine if it should mark the name. For example, if you have name Smith, Smith 1, and Smith 2, typing Smith[space]1 will move to Smith 1. But if you type Smith[pause][space], it will mark Smith.

Enhancement # 08: The Bill and Statement Layout List (select Bills > Bill and Statement Layouts) now shows additional information about each layout, so you can quickly see which layouts are in use. You can also right click on the list and choose Delete all unused layouts to quickly remove unused layouts from the list.

Service Release for July 2016 fixes the following problems:

Issue # 01: Miscellaneous installation updates

Details: Some improvement were made to the installation process. 1) Installing Timeslips Premium over a Timeslips Perpetual (BDE) installation does not remove the Timeslips Perpetual (BDE) registry keys. 2) The installation menu now points to the readme notes in the Sage knowledgebase. 3) Release notes should not be launched after applying a patch to the database server. 4) The informational link to eCenter at the end of the installer was not working properly.

(Ref: 23977, 23978, 23979)

Issue # 02: Abbreviations are not included when creating a new database based on the current database.

Details: When creating a new database based on the current database (select File > New > Database Based on Current), there is an option to “Include database abbreviations”. This option did not always work.

(Ref: 23971)

Issue # 03: Creating new names with a space at the end will cause an error.

Details: When creating new timekeepers, tasks, expenses, or references, ending the nickname 1 or nickname 2 with a space will cause an error. Timeslips will now truncate trailing spaces.

(Ref: 23972)

Issue # 04: “Remove from run” does not affect printed bills.

Details: When previewing a bill run to display, you can click the “Remove from run” button to remove the current client from the bill run. If you then print the bill run, the removed client will still be included.

(Ref: 23973)

Issue # 05: Generating bills on two workstations at the same time could cause invoice numbers to be reused.

Details: If you generate bills (select Bills > Generate Bills) on two workstations at the same time, Timeslips could assign the same invoice numbers to each bill run. Timeslips now prevents a second station from placing bills in proof or approving bills if another station is processing bills.

(Ref: 23976)

Issue # 06: Billing arrangements with no slips do not complete properly during approval.

Details: You can use billing arrangements (open Client Information and switch to the Arrangements page) to specify a different amount to bill the client than what appears on time and expense slips.

If you use a bill arrangement for a client who does not have any time or expense slips, the bill arrangement might not complete properly. For example, if you set an arrangement to last for 3 bills, on approving a bill with no slips, Timeslips does not update the bill count to 2 bills.

(Ref: 23974)

Issue # 07: Time slips with rounds and “do not bill” time can cause “miscellaneous adjustments” to appear on bills.

Details: On bills, the Miscellaneous Adjustments total shows the sum of all adjustments from slips. This total can show on the bill when it should not if a client has the following conditions: rounding is set up for the client within the Charges page of Client Information; the client has a slip with some Do Not Bill time; in Layout Options, the bill layout is set to “Itemize client adjustments after printing slip charges”.

(Ref: 23974)

Issue # 08: Sorting some reports by custom timekeeper fields can sort incorrectly.

Details: You can set up custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports.

When trying to use timekeeper-type custom fields to sort and subtotal report data, the values can appear in the order the timekeeper was entered instead of alphabetical order.

(Ref: 23969)

Issue # 09: Subtotaling some reports by timekeeper initials can subtotal incorrectly.

Details: When trying to use timekeeper initials to sort and subtotal report data, the subtotals can be grouped incorrectly.

(Ref: 23968)

Issue # 10: Removing sort keys from Aged Invoice report shows “report field is not supported” error.

Details: You can add or remove sort keys for most reports using the Report Entry dialog box. 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.

(Ref: 23970)

Issue # 11: In TAL Pro, using custom fields to transfer fees or costs can cause an error.

Details: When setting up TAL Pro (select Accounting > Set Up Accounting Link), you can transfer fees and costs to specific accounts. This setup can cause an error when approving bills.

(Ref: 23981)

Issue # 12: Slip List sections on Timeslips Today may not follow selection filters.

Details: You can use Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today) to view data from almost any area of Timeslips. When viewing lists of slips or transactions, Timeslips Today was not always following the selection filters you set up.

(Ref: 23966)

Service Release for September 2016 fixes the following problems:

Issue #01: Creating a "Database based on current" that includes custom fields can fail.

Details: You can create a database that is based on names ad settings in your current database (select File > New > Database Based on Current). If the current database contains custom fields, this process can fail.(Ref: 23980)

Issue #02: When entering text in custom fields, you could enter more characters than the field allowed.

Details: You can set up custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. Some of the ways you can use these values is to filter data or sort data appearing on bills and reports. When you entered text in these custom fields, you could enter more characters than the field should allow, so text that you thought you saved may get truncated.

(Ref: 23859)

Issue #03: “Slip Timer is On” filter does not filter slips properly.

Details: On the Time and Expense Slip List (select Slips > Time and Expense Slip List), you can click the Selection button to set up selection filters that can limit which slips are displayed. Using the “Slip Timer is On” filter would not limit slips properly.

(Ref: 23890)

Issue #04: Slip attachments do not refresh properly in Billing Assistant.

Details: When entering slips, you can attach files to them (for example, a scan of a receipt). When reviewing attachments in Billing Assistant (select Bills > Billing Assistant and switch to the Bill Attachments page), as you navigate between clients, the attachment images may not refresh properly.

(Ref: 24008)

Issue #05: On the Bill and Statement Layout List, the Assign was missing the Alt+A shortcut key.

Details: You can use the Bill and Statement Layout List (select Bills > Bill and Statement Layouts) to manage bill layouts and statement layouts. The Assign button at the bottom of this list was missing the Alt+A shortcut key.

(Ref:23995)

Issue #06: The “Include payments with unapplied amounts” option was not saved with Billing Assistant

Details: You can use Billing Assistant (select Bills > Billing Assistant) to review information for each client’s next bill. You can set Selection options at the bottom of Billing Assistant to determine which slips and transactions are included in calculations. If you change the “Include payments with unapplied amounts” option, it’s state is not saved for when you next open Billing Assistant.

(Ref: 24011)

Issue #07: When editing slips in Billing Assistant, slips that you have previously deselected may become selected.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to review and edit information for each client’s next bill. On the Fees: Time Slips page and Costs: Expense Slips page, you can unmark slips to exclude from the bill or you can drill down into slips to edit values. If you had unmarked slips and then drilled down into slips to edit them, unmarked slips may become marked again and included in the bill calculation

(Ref: 23986)

Issue #08: On Billing Assistant, mousing over the slip notes icon should show the note text.

Details: On the Fees: Time Slips and the Costs: Expense Slips pages of Billing Assistant (select Bills > Billing Assistant), the slip list will show a Notes icon for any slip that includes slip notes. Hovering the mouse pointer over any Notes icon should show a hint displaying the slip notes.

(Ref: 22465)

Issue #09: When calculating bills, Billing Assistant can include charges from inactive projects.

Details: When calculating bills for consolidated clients, Billing Assistant can include charges from inactive projects. Inactive clients are not available for billing, so they should not affect Billing Assistant.

(Ref: 23990)

Issue #10: Drill down on pre-bill or bill may not open correct source record.

Details: When printing bills or reports to Display, you can click on values to drill down to the source data. When displaying pre-bill worksheets or bills, drilling down to a timekeeper record or a payment from account record may not open the correct source record.

(Ref: 23901, 23984)

Issue #11: Pre-bill worksheets may not use the same formatting in some scenarios than previous versions.

Details: You can use the Pre-Bills Worksheet (select Bills > Pre-bill Worksheet) to show all activity and calculations that will affect each client’s next bill. In some scenarios, some formatting on these worksheets did not match previous versions.

(Ref: 24003)

Issue #12: Replacement slips were affecting pre-bill worksheets.

Details: Replacement slips (select Slips > Replacement Slips) allow you to merge many slips into one entry on the printed bill. Replacement slips were also merging slips on pre-bill worksheets; they shouldn’t affect pre-bill worksheets.

(Ref: 23988)

Issue #13: Pre-bill worksheets may display errors if “Do not bill time” is disabled.

Details: You can use Features Enabled (select Setup > Features Enabled) to hide features that you do not use. If you disable “Do not bill time”, printing pre-bill worksheets that include expense slips and subtotals may cause errors.

(Ref: 24007)

Issue #14: Bills using some billing arrangements may not use same formatting as previous versions.

Details: You can set up billing arrangements (within Client Information, switch to the Arrangements page) to change the amount you bill. When using progress, interim billing, or minimum hours arrangements, totals were correct, but some formatting on the bill did not match previous versions.

(Ref: 23999, 24000)

Issue #15: When merging time and expense charges on bills, sorting may not be correct.

Details: When formatting bill layouts (select Bills > Bill and Statement Layouts), you can merge time and expense charges so they appear together on the bill. When merging these charges, time slip would appear before expense charges, regardless of the sort order you had set up.

(Ref: 24014)

Issue #16: Bills may not use the same formatting in some scenarios than previous versions.

Details: Bills (select Bills > Generate Bills) detail unbilled slips and transactions for each client. In some scenarios, some formatting on bills did not match previous versions.

(Ref: 24002, 24015)

Issue #17: When holding time charges, the Timekeeper Summary can still appear on bills.

Details: You can use the Holds page of Client Information (select Names > Client Info) to hold charges from the next bill. If you hold time charges for a client, the Timekeeper Summary section can still appear on that client, even though no time charges appear.

(Ref: 24010)

Issue #18: Clients with a previous balance, time charges held, and expense charges held will not produce a bill.

Details: You can use the Holds page of Client Information (select Names > Client Info) to hold charges from the next bill. If you hold time charges and expense charges for a client, you will not be able to print a bill for that client, even if it has a previous balance.

Ref: 24012)

Issue #19: Approving bills that include only No Charge slips can display an error.

Details: You can use Split Billing Rules (select Bills > Split Billing Rules) to split charges from one client and assign them to another client. Trying to save split bill rules for clients that only have No Charge slips may not save properly. Printing bills that include split charges when the primary and secondary clients only have No Charge slips could cause an error.

(Ref: 23992, 24005)

Issue #20: Consolidated bills do not follow some project layout settings.

Details: When designing bill layouts (select Bills > Bill and Statement Layouts and then open a layout), the Configure Layout Sections dialog box (select Section > Configure Layout Sections) contains some settings specifically for consolidated bills. If you unmarked the “Include project subtotals” or “Include project headers” options, these sections would still appear on the bill.

(Ref: 23987)

Issue #21: “Only show slips marked override” is excluding non-override slips in totals.

Details: When designing bill layouts (select Bills > Bill and Statement Layouts and then open a layout), Global Bill Layout Options (select Layout > Layout Options) contains some settings specifically for billing arrangements. If you marked the “Only show slips marked override”, some totals would exclude non-override slips from some totals.

(Ref: 24024)

Issue #22: “Only show slips marked override” setting is not saved with the layout..

Details: When designing bill layouts (select Bills > Bill and Statement Layouts and then open a layout), Global Bill Layout Options (select Layout > Layout Options) contains some settings specifically for billing arrangements. If you marked the “Only show slips marked override” and saved the layout, the setting would be unmarked when you opened the layout next.

(Ref: 24028)

Issue #23: Bills exported to LEDES 1998b may have incorrect rounding.

Details: Timeslips can export bills to many different audit house or electronic bills formats. When exporting bills to LEDES 1998b format, client rounding (which you set up in the Charges page of Client Information) could be calculated incorrectly.

(Ref: 24006)

Issue #24: Electronic payments can trigger a “primary key” error.

Details: When entering payments from clients (select Transactions > Accounts Receivable), you can use Sage Payments to process electronic payments. Processing multiple electronic payments could result in “primary key” error.

(Ref: 24026)

Issue #25: Statements may exclude invoice numbers when showing payment distribution.

Details: When printing statements (select Bills > Generate Statements), you can show how each payment was distributed to the clients’ invoices. If you use selection filters to limit which invoices are included, statements may incorrectly hide the invoice numbers from the payment distribution detail.

(Ref: 24013)

Issue #26: History bills may not use the same formatting in some scenarios than previous versions.

Details: You can use the History Bill report (select Reports > Billing, and select the History Bill) to show detailed slips and transactions, regardless of whether they are billed or unbilled. In some scenarios, some formatting on history bills did not match previous versions.

(Ref: 24001)

Issue #27: When adjusting expenses, TAL Pro can post inflated values to the general ledger transfer register.

Details: You can set up adjustment billing arrangements (within Client Information, switch to the Arrangements page) to adjust amounts you bill for expenses. When adjusting expenses, TAL Pro can post inflated values to the general ledger transfer register (select Accounting > Transfer to G/L).

(Ref: 23985)

Issue #28: Reports do not sort properly for some sort keys.

Details: When printing reports, you can use the Sort and Subtotal settings to customize the order of the report. If you sort/subtotal the report by some slip values, timekeeper title, activity category, or any of the reference fields, the records may not be sorted properly.

(Ref: 23996, 23998, 24022)

Issue #29: Filtering or sorting the A/R Transaction Listing by custom fields can cause errors.

Details: When setting up reports, you can use selection filters to limit the records included in the report; you can use sort keys to determine the order of reports. Filtering or sorting the A/R Transaction Listing by timekeeper-type custom fields can sort incorrectly or cause “invalid pointer” error.

(Ref: 23991, 23997)

Issue #30: The Overhead Cost by Period report is not calculating overhead cost information properly.

Details: When printing the Overhead Cost by Period report (select Reports > Timekeeper > Overhead Cost by Period), the Overhead Cost row for each timekeeper would show 0.00 for each period.

(Ref: 24020)

Issue #31: If you drill down on a bill or report and change the source data, they changed record doesn’t appear in red.

Details: When previewing bills or reports, you can drill down to the source data (like a time slip) to change values. On the Preview window, if “Automatically update the report after making changes” is not marked, the change record should be highlighted in red.

(Ref: 24021)

Issue #32: Undoing bills that contain a suspense balance and automatic payment from account may cause an error.

Details: You can undo the last bill for a client using the Undoable page of the Bill Stages dialog box (select Bills > Undo Approved Bills). If you undo a bill for a client that has a Suspense balance (an overpayment) and an automatic payment from client funds, Timeslips may show an error claiming balances may be corrupt.

(Ref: 23994)

Issue #33: Undoing bills that contained interim or progress billing arrangements may not reset billed slip value back to 0.00.

Details: You can undo the last bill for a client using the Undoable page of the Bill Stages dialog box (select Bills > Undo Approved Bills). If you undo a bill for a client that used interim or progress billing arrangements, the billed slip value may not be reset to $0.00.

(Ref: 24004)

Issue #34: When clearing bills from Proof Stage, not all pages are removed from the database.

Details: You can put bills in Proof Stage while you review their accuracy. From the Bill Stages dialog box (select Bills > Approve or Clear Bills), you can approve Proof Stage bills that are correct or clear Proof Stage bills that need changes. If you cleared any Proof Stage bills, not all pages would be removed from the database, which can result in older pages being included when you sent bills by email or when you reprinted bills.

(Ref: 24016)

Issue #35: To do items may prevent events from showing on calendar.

Details: When using calendars (select Calendar > View Calendars), you can manage meetings, events, and to do items. When you create to do items, events may not display on the calendar.

(Ref: 23954)

Issue #36: Synchronizing clients with Outlook can result in a “duplicate index” error.

Details: When connecting Timeslips with Outlook, synchronizing clients can display a “duplicate index” error if you have over 100 open clients.

(Ref: 23989)

Issue #37: Consolidating billing history can result in a “duplicate index” error.

Details: You can use the Purge system (select File > Purge) to consolidate client billing history or timekeeper billing history. When consolidating history for more the 100 clients or timekeepers at a time can result in a “duplicate index” error.

(Ref: 24019)

Issue #38: Slow posting of Amicus time entries to Timeslips premium.

Details: Time entries in Amicus use to take 30+ seconds to post 1 time entry and up to 15 min to post multiple entries, you can now post multiple time entries in under 15 seconds.

(Ref: 24032)

Service Release for December 2016 adds the following enhancements:

Enhancement # 01: Opening Billing Assistant in databases with many slips is faster.

Enhancement # 02: When using TAL Pro with QuickBooks, you can now create slips in Timeslips based on credit card charges in QuickBooks.

Service Release for December 2016 fixes the following problems:

Issue #01: Importing rate settings from another client can result in an AV error.

Details: In Client Information (select Names > Client Info), you can set up billing rates and automatic rate selection rules for each client. Trying to import automatic rate selection rules from a client that has no rules set up may result in an AV error.

(Ref: 24064)

Issue #02: Some transaction preferences do not work from bank deposit slips.

Details: You can set up preferences (select Setup > Preferences) to make data entry more efficient. In the New Transaction Rules page, you can set preferences to copy fields into new transactions, however if you have Date marked, the date is not copied into the new transaction if you created the transaction through a bank deposit slip.

(Ref: 24079)

Issue #03: In Billing Assistant, if add new slips for a client, those slips will not appear on the bill.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to view and change billing information for each client and then print bills for them. If you add new slips for a client through Billing Assistant, those slips would not on the bill unless you closed and reopened Billing Assistant.

(Ref: 24052)

Issue #04: In Billing Assistant, if you unmark all slips for a client, those slips will appear on the bill.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to view and change billing information for each client and then print bills for them. If you exclude (unmark) all slips for a client, those slips would still appear on the bill. However, unmarking some slips for any client would properly exclude them from the bill.

(Ref: 24049)

Issue #05: In Billing Assistant, checking spelling includes all clients, not just the selected clients.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to view and change billing information for each client and then print bills for them. If you are checking spelling as part of this billing process, Timeslips will check spelling for all clients, not just the clients you’re billing.

(Ref: 24070)

Issue #06: When printing consolidated bills from Billing Assistant, project settings are not loaded.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to view billing information for each client and then print bills for them. If you are printing a consolidated bill (one that includes multiple projects), some project settings are not being loaded from the client’s bill layout.

(Ref: 24088)

Issue #07: Cannot move Proof Stage bills to Audit Stage.

Details: Timeslips allows you to submit bills in standard electronic billing formats, like LEDES or TyMetrix. When using some of these formats, you could not move a bill from Proof Stage to Audit Stage to submit the bill electronically.

(Ref: 24074)

Issue #08: On bills, summarized Do Not Bill slips may show as No Charge.

Details: When designing bills (select Bills > Bill and Statement Layouts), you can set your bill layout to show the detail of each slip or you can summarize slips. When summarizing slips by timekeeper, slips marked Do Not Bill can show as No Charge.

(Ref: 24033)

Issue #09: Holding charges from bills may prevent bills from printing.

Details: You can use the Holds page of Client Information (select Names > Client Info) to hold items from appearing on the next bill. When holding expense charges for a client who has only time charges that are marked No Charge, the bill may not print for that client.

(Ref: 24086)

Issue #10: Holding all charges from bills prevents Hold settings from being updated.

Details: You can use the Holds page of Client Information (select Names > Client Info) to hold the entire bill for a client. When you print and approve a bill run that includes that client, Timeslips should update the Hold settings so future bills will be generated for that client.
(Ref: 24082)

Issue #11: When interactively designing bills, changes may not appear on the printed bill.

Details: When printing bills to display (select Bills > Generate Bills), you can switch to the Design page to change the layout and then switch back to the Preview page to see the result of those changes. When designing bills in this way and then printing the bill from the Preview page, some changes were not reflected in the printed bill.

(Ref: 24047)

Issue #12: On bills, changing the format of Time Spent can show inaccurate totals.

Details: When designing bills (select Bills > Bill and Statement Layouts), you can change the format of Time Spent values. Using the HH:MM:SS format for time values can show inaccurate totals.

(Ref: 24035)

Issue #13: On bills, Percent Complete fields may be blank.

Details: When designing bills (select Bills > Bill and Statement Layouts), you can include a Percent Complete Table for those clients that use a Percent Complete billing arrangement. Some fields on this table were showing blank values.

(Ref: 24041)

Issue #14: On bills, the Hours heading may not show.

Details: When designing bills (select Bills > Bill and Statement Layouts), you can choose to show detail from only Override slips on the printed bill. If you chose this option and they were no override slips, the Hours heading could be missing on the bill.

(Ref: 24048)

Issue #15: Slip Description filter may not exclude slips from bills.

Details: When you printing bills (select Bills > Generate Bills), you can use the Slip Description selection filter to select slips to include or exclude from bills. If you print bills to Display and then to printer, this filter did not exclude slips from the bill.

(Ref: 24077)

Issue #16: Last Bill Run filter may not include correct clients.

Details: When you print a group of bills, Timeslips stores the included clients in the Last Bill Run selection filter. This is useful for printing envelopes or mailing labels (select Reports > Clients) for those clients later. In some cases, Timeslips did not update the Last Bill Run selection filter properly.

(Ref: 24067)

Issue #17: Sorting bills by activity category has no effect.

Details: You can use categories (select Setup > Categories) to sort and subtotal slips on bills. Sorting by this field had no effect on bills.

(Ref: 24061)

Issue #18: Sorting bills timekeeper custom field may show the wrong order..

Details: You can use custom fields (select Setup > Custom Fields) to sort clients on a bill run. This is useful, for example, if you want to group all bills by the responsible attorney. When sorting in this way, the clients were grouped properly, but the groups were in the wrong order.

(Ref: 24090)

Issue #19: Removing a client from the bill run switches back to the first client.

Details: When you print a group of bills (select Bills > Generate Bills) to Display to preview them, you can click “Remove from run” to remove the current client from the bill run. When doing this, Timeslips would switch back to the first client in the bill run, instead of switching to the next client in the bill run.

(Ref: 24065)

Issue #20: Bills that include only a Do Not Bill slip are not being generated or approved.

Details: When entering slips (select Slips > Time and Expense Slips), you can mark the slip as Do Not Bill. At billing, these slips will not appear on the bill, but will be included within the client’s billing history. If a client only has Do Not Bill slips and no other charges, the bill was not being processed.
(Ref: 24081)

Issue #21: Emailing a bill with no new charges can cause an error.

Details: When generating bills (select Bills > Generate Bills), you can send the bills to your clients by email. Emailing a bill that has no new charges can cause an error.

(Ref: 24043)

Issue #22: Sending a reprinted bill by email can cause an error if the bill is in Proof Stage.

Details: You can use the Reprint Bills dialog box (select Bills > Reprint Bills) to reprint copies of past bills. Sending a reprinted bill by email, can cause an error if the bill is in Proof Stage.

(Ref: 24035)

Issue #23: Undoing an approved bill may not reset Timekeeper History.

Details: You can use the Bill Stages dialog box (select Bills > Undo Approved Bills) to undo approval for recently approved bills. When you undo bill approval, Timekeeper History may not reset properly.

(Ref: 24045)

Issue #24: Pre-bill worksheets will not print for clients who have only funds activity.

Details: You can use pre-bill worksheets (select Bills > Pre-bill Worksheet) to view all details affecting your clients’ next bills. This worksheet would not print for clients who only have activity with their fund accounts.

(Ref: 24062)

Issue #25: Pre-bill worksheets show flat rates as 0.00.

Details: You can use pre-bill worksheets (select Bills > Pre-bill Worksheet) to view all details affecting your clients’ next bills. When listing slips, this worksheet shows the billing rate for flat-rate slips as 0.00 instead of FLAT. The calculations for flat rate slips remained unaffected.

(Ref: 24071)

Issue #26: When setting up the Reference Selection filter, references for other clients may be listed.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. When setting up the Reference Selection filter, references are listed for each client, but some clients may shows the references from other clients.

(Ref: 24050)

Issue #27: On Pre-Bills Worksheets, “Include clients on Proof Stage” is not working.

Details: When printing Pre-bill Worksheets (select Bills > Pre-bill Worksheet), you can use the “Include clients on Proof Stage” option to include Proof Stage clients on the report. This worksheet was always including those clients on the report.

(Ref: 24078)

Issue #28: On Totals Only Worksheets, “Show clients on Proof Stage” is not working.

Details: When printing Totals Only Worksheets (select Reports > Billing), you can use the “Show clients on Proof Stage” option to include Proof Stage clients on the report. This option was not including those clients on the report.

(Ref: 24048)

Issue #29: When collating A/R reports, totals may be inflated.

Details: When printing A/R Transactions reports (select Reports > A/R Transactions), if you print and collate multiple copies of the report, the report totals may be inflated.

(Ref: 24034)

Issue #30: On user-defined reports, some fields would not show values properly.

Details: You can create user-defined reports (select Reports > Create a Report) to show information in your own format. These reports were not correctly showing values for some client fields and some client funds fields, such as In Reference To or Funds Balance.

(Ref: 24053, 24063)

Issue #31: Funds with Running Balances report may not sort or subtotal by custom field.

Details: When setting up the Funds with Running Balances report (select Reports > Funds Transactions), you can use the Sort and Subtotal page to determine the order of records on the report. Sorting and subtotalling this report by some custom fields did not affect the report.

(Ref: 24083)

Issue #32: On Aged Invoice Listing, you cannot filter by Invoice Number

Details: When setting up the Aged Invoice Listing (select Reports > Client), you can use selection filters to limit data appearing on the report. If you set up an Invoice Number filter, Sage Timeslips ignores the filter when selecting invoices to print.

(Ref: 24080)

Issue #33: Posted to GL filter does not select transactions properly.

Details: When you post transactions to a general ledger, those transactions are marked as Posted. You can then use a Posted to GL selection filter to include or exclude those transactions from reports. That selection filter was not selecting transactions properly.

(Ref: 24075)

Issue #34: TAL Pro can post duplicate transactions if you post transactions before they are billed.

Details: You can use TAL Pro to post transactions from Timeslips to your general ledger. If you post transactions before they are billed in Timeslips, they may get posted twice.

(Ref: 24031)

Issue #35: Importing slips with multiple-line fields can duplicate slips.

Details: You can use TSImport (select File > Import) to import data from other sources in Timeslips. If you import slip data into Timeslips that include multi-line fields, Timeslips can incorrectly duplicate slips for each line in the multi-line field.

(Ref: 24036)

Issue #36: When exchanging slips with a connected database, “Mark slips as exported” does not work.

Details: If you use connected databases (select File > New > Database Based on Current), you can exchange names and slips with that database (select File > Exchange). When exchanging slips with a connected database, the “Mark slips as exported” option does not work.

(Ref: 24058)

Service Release for March 2017 SR (Sage Timeslips Premium) adds the following enhancements:

Enhancement #01: Apply company watermark to bills and reports.

Details: In General Settings (select Setup > General), use the new Watermark page to select a graphic to use as a company watermark. In Global Report Options (select Reports > Global Report Options), choose if the watermark should be applied to reports, bills, and/or statements.

Enhancement #02: Bill Reminders can remind you when to bill.

Details: These automated prompts will remind timekeepers when it is time to generate bills for specific clients. Use the Bill Reminders page of Client Information to set up a bill reminder for each client. Select Bills > Bill Reminders to review the bill reminder assigned to you. You can optionally change your startup preferences (select Setup > Preferences) to show your bill reminders when you open Timeslips.

Enhancement #03: Quick Bills now allow partial payments and overpayments.

Details: When using Quick Bills (select Bills > Quick Bills), initially you could apply either no payment or a full payment to the bill. Now you can also apply a partial payment or an overpayment to the bill.

Enhancement #04: Fee Allocation can now track up to 10 categories.

Details: Fee Allocation had been limited to up to three timekeeper categories. It has now been expanded up to 10 timekeeper categories.

Enhancement #05: Set the start day of the work week.

Details: In General Settings (select Setup > General), you can now use the Aging Periods page to set the start day of your workweek. This setting affects reports that total amounts by week (such as the Weekly Slip Totals report) and optionally affects the order of days on the time sheet.

Enhancement #06: Timeslips now shows hints in name lists when My Lists are active.

Details: Within Timeslips Information, you’ve been able to use the My List Setup tab to set up My Lists for each timekeeper. These lists limit the clients and activities available to you to speed up data entry, but if you didn’t know they were active, you might think a name is missing. Timeslips now includes a hint at the top of a name list when My Lists are active.

Enhancement #07: Several areas should now experience improved performance:

Details:

If your database includes a lot of consolidated bills, opening the Reprint Bills list (select Bills > Reprint Bills) could be slow. You can now unmark the ‘Show consolidated projects separately’ option to improve performance.
You can use the Split Billing Rules dialog box (select Bills > Split Billing Rules) to maintain split billing. If you have a lot of rules, this list could open slowly.
When working with timesheets, the list of timesheet templates (select Slips > Time Sheet > Slip Templates) loads much faster.
Fee Allocations report and Fee Allocation by Period report have been optimized to generate much faster.
Timekeeper Collections report and Timekeeper Collections by Period report have been optimized to generate much faster.

Enhancement #08: Optionally show company email address on pre-bill worksheets.

Details: When printing pre-bill worksheets for your clients, you can include clients’ contact information at the top of their worksheet. You can now also include their email address.

Enhancement #09: New bill layout options to control page breaks before the consolidated bill summary.

Details: When setting up bills for consolidated billing, you can now control if there is a page break before the consolidated billing summary. When editing a bill layout, select Section > Configure Layout Sections to review project options.

Enhancement #10: Optionally change the port used by Firebird.

Details: If another application that you use runs a Firebird server, it could create conflicts with Timeslips. Within Timeslips Administrator (select Special > Timeslips Administrator), select Diagnose This Computer to review and change port settings for Firebird.

Service Release for March 2017 fixes the following problems:

Issue #01: Auto-numbering) does not work for new references

Details: You can set up auto-formatting rules for new references (select Names > Client References, click the Client Setup button). When using the \# mask in Nickname 2, new references can auto-increment numbers that are part of the nickname. This sometimes resulted in an error.

(Ref: 24133)

Issue #02: Slips can use alternative Windows character sets

Details: The slip description field is now defaulting to the current Windows default character set. This helps interpret characters when using foreign language character sets.

(Ref: 24137)

Issue #03: If imported slips use rate exceptions with Rate Value of None, then the slip's rate value is set to 0.00.

Details: When importing slips with TSImport, the imported slips can rely on rate selection rules (in Timeslips, select Names > Client Info, open a client, and switch to the Rates page). If imported slips use a rate selection rule with Rate Value of None, then the slip's rate value was incorrectly set to 0.00.

(Ref: 24132)

Issue #04: Write-off transactions could be saved without being applied to an invoice.

Details: When entering a new write-off transaction (select Transactions > Accounts Receivable), you could save the transaction without first applying it to open invoices. It now must be fully applied to open invoices.
(Ref: 24116)

Issue #05: When creating a second payment from a bank deposit slip, that payment does not retain deposit slip information

Details: You can use bank deposit slips (select Transactions > Bank Deposit Slips) to organize payment from clients when depositing them to your bank. When creating payments from a bank deposit slip, only the first payment was automatically associated with the bank deposit slip.
(Ref: 24096)

Issue #06: If you manually edit a billed invoice transaction, it could lose TAL information.

Details: In the Accounts Receivable Entry dialog box (select Transactions > Accounts Receivable and open a transaction), you can view and edit details for billed invoices. Changing any values on the Fee Allocation page can cause the invoice to lose TAL information (information that is transferred to your General Ledger).

(Ref: 24129)

Issue #07: On some reports, the A/R Days Overdue filter does not work.

Details: When setting up reports, you can use the Selection Filters settings to control which data is included on the report. For some reports, if you are using a A/R Days Overdue selection filter, the report would not select clients properly.

(Ref: 24109)

Issue #08: On user-defined client reports, using the Client Classification filter does not select clients properly.

Details: When setting up reports, you can use the Selection Filters settings to control which data is included on the report. For user-defined client reports, if you are using a Client Classification selection filter to select inactive or closed clients, the report would not select clients properly.

(Ref: 24107)

Issue #09: Some reports will always apply rounding settings for the client.

Details: You can use the Charges page of Client Information (select Names > Client Info and open a client) to set up rounding settings for each client. When rounding is set up for a client, rounded values always appear on reports. This can happen even if you’ve unmarked Apply client rounding on the report.

(Ref: 24112)

Issue #10: Printing labels that include data tokens for custom fields can cause an AV error when printing.

Details: When designing mailing labels, you can add data tokens that will print the actual data value on the label for each client. Including a data token for a custom field on the mailing label could result in an AV error when printing the label.

(Ref: 24120)

Issue #11: Database with lots of consolidated bills can slow billing-related functions.

Details: If your database has many projects set up for consolidated billing (client.projects), performance of bill-related processes, like viewing data in Billing Assistant or generating bills, can slow down.

(Ref: 24128)

Issue #12: On some bills and worksheets, the Client Bill Arrangement filters do not filter client properly.

Details: When setting up bills and worksheets, you can use the Selection Filters settings to control which data is included on the report. For some reports, if you are using a Client Billing Arrangement selection filter, the report would not select clients properly.

(Ref: 24114)

Issue #13: On bills, the Hours total would not exceed 1000 hours.

Details: When printing bills (select Bills > Generate Bills), if a client had more than 1000 hours in charges, the Hours total would not exceed 1000 hours. This was cosmetic and would not affect the balance on the bill.

Issue #14: When using custom invoice number formatting, bills may not show invoice numbers correctly

Details: For each client, you can set up custom invoice number formatting (select Names > Client Information, open a client, switch to Invoices page, and use the Format on bill field). If that formatting causes the invoice number to be over 10 characters, it may have been truncated to to 10 characters on the bill.
(Ref: 24126)

Issue #15: Suspense amounts can be applied to bills, even if the payment should be excluded from the bill.

Details: If a client has a payment that includes a suspense (overpayment) amount and you are using a date range on your bill to exclude that payment from the bill, the suspense amount could still be applied to the bill.

(Ref: 24125)

Issue #16: When setting up split bill rules, marking the "Use one percentage" option could cause bills to calculate split values for expense slips incorrectly.

Details: You can set up split billing rules (select Bills > Split Billing Rules) to split charges from one client to be billed to another client. When setting up the rule for the primary client, you can mark the “Use one percentage when entering secondary rules” option to speed up rule creation. When using this option, bills could calculate split values for expense slips incorrectly.
(Ref: 24124)

Issue #17: Some headings may not appear on split bills if clients are also using billing arrangements.

Details: You can set up split billing rules (select Bills > Split Billing Rules) to split charges from one client to be billed to another client. If the primary client is using a billing arrangement and has no slips, the "You are responsible for XXX% of time charges" does not appear on the bill for the secondary client.
(Ref: 24108)

Issue #18: "Remove slip from bill preview" does not work on History Bills

Details: When previewing bills to display, you can use the Remove Slip From Bill Preview button to remove a slip from the bill without having to regenerate the bill. This button did not work properly on History Bills (select Reports > Billing).

(Ref: 24123)

Issue #19: When using compound taxes, tax rate rules that reference each other could prevent bill generation.

Details: You can set up tax rate rules (select Setup > Taxes and switch to the Tax Rate Rules page) to charge taxes on bills. If you use a compound tax that references another compound tax, the bill may not print properly.

(Ref: 24135)

Issue #20: A payment to account that is excluded for the bill can incorrectly affect the client’s previous funds balance.

Details: You can use Payment to Account transactions (select Transactions > Client Funds) to add money to a client funds account. These transactions are reflected on the bill. If a payment to account is excluded from the bill (for example, due to a date range filter), the client’s previous funds balance could reflect the transaction amount.

(Ref: 24133)

Issue #21: Activity markdowns are not working.

Details: You can use task discounts (select Names > Tasks, open a task, and switch to the Billing page) to automatically discount charges for a specific task. When generating bills that include discounted tasks or expenses, the charges were not being discounted properly.

(Ref: 24131)

Issue #22: Editing Timekeeper History resulted in incorrect values

Details: You can use the Timekeeper History dialog box (select Names > Timekeeper History) to view or edit billing history for each timekeeper. Editing values for timekeepers who appeared on multiple bills in the same bill run could result in incorrect values.

(Ref: 24136)

Issue #23: When rebuilding balances in older databases, converted invoices are being included in the rebuilt amount.

Details: Within Timeslips, you can use Data Verification to rebuild A/R balances (select File > Data Verification and mark Check Accounts Receivable Balances). Databases that were converted from Timeslips v8 at some point may contain converted invoices (marked with CNV). When rebuilding balances in databases that contain these converted invoices, Timeslips was incorrectly including these into the rebuilt accounts receivable balance when they should be omitted.
(Ref: 24113)

Issue #24: When initiating a backup from the Timeslips Database Server, the backup path may be blank.

Details: In some setups, customers have a Timeslips Database Server that does not contain a copy of the Timeslips application. In this scenario, when the customer tries to make a backup from the Timeslips Database Server, the default backup path was not available.

(Ref: 24106)

Issue #25: Duplicated Row Index error can occur when synchronizing names with Outlook.

Details: When synchronizing names with Outlook, if some names include special characters or mixed-case names, you could receive a duplicate row index error.

(Ref: 24117)

Service Release for April 2017 (Sage Timeslips 2017 Perpetual) fixes the following problems:

Issue #01: In TSImport, when setting default Quantity, slips are imported with 1/10 of that value. (For example, 1 is imported at .1)

Details: When importing slips with TSImport, the imported slips can rely on default settings (in TSImport, select Templates > Defaults) to assign field values to the imported slips. When setting the default Quantity, slips are imported with 1/10 of that value. (For example, 1 is imported at .1)

Issue #02: If imported slips use rate exceptions with Rate Value of None, then the slip's rate value is set to 0.00.

(Ref: 24132)

Issue #03: If you manually edit a billed invoice transaction, it could lose TAL information.

(Ref: 24129)

Issue #04: On user-defined client reports, using the Client Classification filter does not select clients properly.

(Ref: 24107)

Issue #05: Some reports will always apply rounding settings for the client.

(Ref: 24122)

Issue #06: Database with lots of consolidated bills can slow billing-related functions.

(Ref: 24128)

Issue #07: On bills, the Hours total would not exceed 1000 hours.

(Ref: 24127)

Issue #08: Suspense amounts can be applied to bills, even if the payment should be excluded from the bill.

(Ref: 24125)

Issue #09: When setting up split bill rules, marking the "Use one percentage" option could cause bills to calculate split values for expense slips incorrectly.

Issue #10: Some headings may not appear on split bills if clients are also using billing arrangements.

Issue #11: "Remove slip from bill preview" does not work on History Bills

(Ref: 24123)

Issue #12: When using compound taxes, tax rate rules that reference each other could prevent bill generation.

(Ref: 24135)

Issue #13: A payment to account that is excluded for the bill can incorrectly affect the client’s previous funds balance.

(Ref: 24133)

Issue #14: Activity markdowns are not working.

(Ref: 24131)

Issue #15: Editing Timekeeper History resulted in incorrect values

(Ref: 24136)

Issue #16: When rebuilding balances in older databases, converted invoices are being included in the rebuilt amount.

Issue #17: Duplicated Row Index error can occur when synchronizing names with Outlook.

Details: When synchronizing names with Outlook, if some names include special characters or mixed-case names, you could receive a duplicate row index error.

(Ref: 24117)

Issue #18: TSImport may not save proper bill status to imported slips.

Details: When using TSImport (select File > Import) to import slips, if the bill status is the last field in each record, the slip might always save as Billable.

(Ref: 24152)

Issue #19: TSImport not saving translations back to template.

Details: When using TSImport (select File > Import) to import slips, if names from the import file do not yet exist in Timeslips, you can match them to existing names. These translations should be automatically set up in the TSImport template (select Templates > Translations).

(Ref: 24183)

Service Release for July 2017 SR (Sage Timeslips Premium) adds the following enhancements:

Enhancement #01: eCenter Data Transfer Utility is now part of Timeslips.

Details: In previous versions, eCenter users would run the Data Transfer Utility to synchronize names between Timeslips and eCenter and download slips to Timeslips. Now users can run the synchronization from within Timeslips.

Select Special > eCenter > Settings to set up this link with your eCenter credentials. Select Special > eCenter > Transfer Data to synchronize data. This process now provides a preview of changes before you synchronize data.

Enhancement #02: View all reports in one list.

Details: On the Report List (select Reports > Billing), you can now view all available reports in one list. At the bottom of the list, mark “Show All Reports group” to enable this new tab.

When working with the new All Reports tab, a “Search for report” field is available. Enter text in this field to search for reports. Timeslips will list reports that match your text in either the report name or the report type. For example, type Graph to review all available graph reports.

Service Release for July 2017 SR (Sage Timeslips Premium) fixes the following problems:

Issue #01: Inactive references can be saved on new slips or time sheet templates.

Details: If you set up a required reference for a client (select Names > Client References) and then make that reference inactive or closed, Timeslips can still use that reference on slips.

(Ref: 24164)

Issue #02: Timesheet entries for overhead clients are not saved as Do Not Bill slips.

Details: You can set up clients as Overhead clients, so that new slips created for them will default to a Do Not Bill billing status (see the Contact Info page of Client Information). If you use timesheet (select Slips > Time Sheet > Slip Entry), slips for that client do not default to Do Not Bill.

(Ref: 24181)

Issue #03: Filtering the slip list can cause a Query Error on the notes table.

Details: When viewing the Time and Expense Slip List (select Slips > Time and Expense Slips), you can click the Selection button to filter the list of slips. If you filter by date in a database with many slips, there was a rare case the displayed an Query Error on the notes table.

(Ref: 24175)

Issue #04: When creating a new client with a balance due, the accounts receivable balance is not updated properly.

Details: When creating a new client, you can enter a starting balance for that client (see the Balance page of Client Information). When you save the client, each balance is converted to an invoice transaction, but the client’s balance due is not updated properly.

(Ref: 24166)

Issue #05: When setting up split bill values, decimal precision for that entry may not be correct.

Details: When setting up split bills for clients (select Bills > Split Billing Rules), if you use fractions of a percentage for clients, the total split amount may not be correct

(Ref: 24167)

Issue #06: Client rounding does not affect replacement slips but it is reflected in bill totals.

Details: When using replacement slips (select Slips > Replacement Slips) for clients with rounding set up (see the Charges page of Client Information), replacement slip values were not being rounded, but bill totals were being rounded.

(Ref: 24149)

Issue #07: Printing bills for clients using Percent Complete arrangements could cause an error if Fee Allocation was disabled.

Details: You can use Features Enabled (select Setup > Features Enabled) to hide features that your firm does not use. If you disable the Fee Allocation feature, clients using Percent Complete flat fees (see the Arrangements page of Client Information) may show an error when you print bills.

(Ref: 24150)

Issue #08: Exporting multiple LEDES 1998b clients at once could cause incorrect slip dates.

Details: When exporting multiple LEDES 1998b clients to file at once, if you’re using the “Start and End dates come from selected slips” option, all clients will use the slip dates from the first client.

(Ref: 24151)

Issue #09: For consolidated bills, as envelope should only print for the master client.

Details: When printing and approving bills, you can optionally print matching envelopes. If the bill run included consolidated clients, envelopes for individual projects were printed.

(Ref: 24173)

Issue #10: Cover page values can inflate when printing consolidated bills to display and then printer.

Details: When printing consolidated bills, you can include a cover page that includes consolidated totals for all projects. When print this type of bill to display and then to printer, totals on the bill can be inflated if the master client is not the first project on the bill.

(Ref: 24189)

Issue #11: Percent complete phase names should be limited to 40 characters.

Details: When setting up a percent complete flat fee (see the Arrangements page of Client Information), you can name each phase of the project. You could enter over 40 characters even though only 40 would show on the bill.

(Ref: 24187)

Issue #12: When billing, new reprint bill images can remove bill images for proof and internal bills.

Details: When you print bills, Timeslips create images of them that you can reprint later (select Bills > Reprint Bills). During this process, if the client is at its maximum bill images, Timeslips removes the oldest image to make room for the new image being created. If that oldest image was an internal invoice, then Timeslips could incorrectly remove all internal and all proof stage bill images from Reprint.

(Ref: 24204)

Issue #13: When approving a bill for a client, you may be prompted to email a bill to another client.

Details: You can set up a client so you can send bills to them by email when you approve bills (see the Invoices page of Client Information). When using this feature, you could be prompted to send bills to a client by email when you approve a bill for another client.

(Ref: 24179)

Issue #14: Billing Assistant will not print balance-only bills.

Details: You can use Billing Assistant (select Bills > Billing Assistant) to review and print bills for clients. However, if clients only had a previous balance (not new charges of any kind), Billing Assistant would not print the bill.

(Ref: 24170)

Issue #15: Transferring unapplied money through Billing Assistant may cause an AV error.

Details: When you have a payment with unapplied money, you can transfer that money elsewhere. You can do this by clicking Transfer Money within the payment. Starting this process through Billing Assistant open could result in an AV error.

(Ref: 24203)

Issue #16: Slips and collections info is not being updated is you complete a job-based billing arrangement, but do not print another bill.

Details: If you use a Job-based billing arrangement (see the Arrangements page of Client Information), Timeslips expected you to mark the billing arrangement as Complete and then print another bill in order to update billed slip values and timekeeper collection information. It can now update these types of data at the time you mark a billing arrangement as complete or when you switch to another type of billing arrangement.

(Ref: 24199)

Issue #17: When completing a job-based flat fee, the internal job ID was not updated for the next job.

Details: If you use a Job-based billing arrangement (see the Arrangements page of Client Information), Timeslips uses a job ID to group charges and transactions related to that job. Upon completion of the billing arrangement, that ID was not incremented for the next job, so transactions were grouped incorrectly on corresponding reports.

(Ref: 24200)

Issue #18: Filtering the pre-bill worksheet by custom fields can show funds account details differently.

Details: When printing pre-bill worksheets (select Bills > Pre-bill worksheet), you can use selection filters to choose which clients to include in the run. Filtering by custom fields could affect the detail of funds accounts on the worksheet.

(Ref: 24190)

Issue #19: On statements, invoice numbers may be hidden within payment distribution.

Details: When printing statements (select Bills > Generate Statements), you can show how each payment was distributed to invoices. When showing this detail, the associated invoice numbers may be hidden.

(Ref: 24177)

Issue #20: Printing statements to Display and then to printer could cause an AV2 error.

Details: You can print statements (select Bills > Generate Statements) to display to preview them, and then print them to printer or PDF from there. If some of the clients were in Proof stage, this process could cause an AV2 error.

(Ref: 24191)

Issue #21: Including descriptions on user-defined invoice listing can cause an error.

Details: When printing the user-defined invoice listing (select Reports > A/R Transactions), if you include Description on the report, you may receive an error when printing the report.

(Ref: 24162)

Issue #22: Private text cannot be hidden on user-defined slip reports.

Details: When entering slip descriptions, you can set some text as private. This text is typically hidden on reports and bills, but it was not hidden on user-defined slip reports (select Reports > Slips).

(Ref: 24186)

Issue #23: Subtotalling the A/R Transaction Listing report by Payment Type may show incorrect subtotal headings.

Details: When printing the A/R Transaction Listing report (select Reports > A/R Transactions), you can sort and subtotal the results. If you subtotal by Payment Type, the subtotal headings all show Unknown.

(Ref: 24185)

Issue #24: Subtotalling the Funds with Running Balances report by custom fields may show incorrect subtotal headings.

Details: When printing the Funds with Running Balances report (select Reports > Funds Transactions), you can sort and subtotal the results. If you subtotal by nickname or by date custom field, the subtotal headings display incorrectly.

(Ref: 24186)

Issue #25: Subtotalling the Aged Client Investment report by custom fields may cause an AV error.

Details: When printing the Aged Client Investment report (select Reports > Client), you can sort and subtotal the results. If you subtotal by two levels of timekeeper custom field, you may receive an AV error.

(Ref: 24193)

Issue #26: Client Budgets by None report ignore the Client Selection filter.

Details: When printing Client Budgets reports, you can use filters to determine which clients to include on the report. The Client Selection filter was not affecting the report.

(Ref: 24178)

Issue #27: On user-defined slip reports, the BSV - A/R field did not reflect accounts receivable transactions.

Details: When setting up User-Defined Slip Listing reports, you can include the BSV - AR (Amount Due) field on the report. This field should list the billed slip value for each slip, subtracting any accounts receivable transaction applied against the slip. This field was not considering the accounts receivable transactions.

(Ref: 24198)

Issue #28: Timekeeper Collections reports may exclude data when only showing totals.

Details: When printing Timekeeper Collections reports (select Reports > Timekeeper) you can use the Sort and Subtotal tab to sort and subtotal entries. If you subtotal entries and use the option to “Only show subtotals and grand totals”, some totals may be excluded from the report.

(Ref: 24201)

Issue #29: Timekeeper Collections reports may exclude data for closed Timekeepers

Details: When printing Timekeeper Collections reports (select Reports > Timekeeper), details for closed timekeepers was not appearing on the report.

(Ref: 24202)

Issue #30: Posted payments with suspense are not reposted after suspense is applied to bill.

Details: If you post a payment that includes a suspense amount (an amount that is not applied to an invoice), that payment is not reposted after you apply the suspense amount and generate a new bill.

(Ref: 24192)

Issue #31: No Charge default for clients may not transfer to eCenter.

Details: You can set up clients so that new slips created for them will default to a No Charge billing status (see the Contact Info page of Client Information). If you use eCenter, this status is not transferred properly for creating slips in eCenter.

(Ref: 24168)

Issue #32: The Slip Note indicator in Data Entry Assistant may show incorrectly.

Details: When reviewing slips in Data Entry Assistant (select Special > Data Entry Assistant), if one slip has a slip note, then the slip note icon appears for all displayed slips.

(Ref: 24172)

Issue #33: Some preference changes are not saved.

Details: You can use personal preferences (select Setup > Preferences) to customize Timeslips on your workstation. Some preference changes (such as “Field Order in Slip Entry”, “Backup the Database” on Exit, Classic navigator template, and many of the Grammar options) were not being saved to the preference file.

(Ref: 24184)

Issue #34: Several issues were corrected with TSImport

Details: When importing new clients from delimited files, if custom fields were blank for some records, TSImport would use the values from the next record. When importing slips from fixed length files, the import could fail. When importing slips from delimited files, multiple slips could be created if the last field in an import record was blank.

(Ref: 24194)

Issue #35: Timeslips backup service can take up large amount of CPU.

Details: The Timeslips backup service (TSService.exe) can take up a large amount of CPU on the Timeslips database server.

(Ref: 24146)

Issue #36: Some filters may not work properly in Timeslips Today.

Details: When viewing Timeslips Today as part of the navigator (select Special > Navigator), some filters may not work properly. For example, the Bank Account filter on the Client Funds Account List dialog box..

(Ref: 24195)

Issue #37: Showing the Hours column on the Slip List in Timeslips Today can cause some formatting issues.

Details: When viewing Timeslips Today separately from the navigator (select Special > Sage Timeslips Today > Show Sage Timeslips Today), including the Hours column on the Slip List causes some formatting problems. 1) The Hours in each row show in HH:MM:SS format instead of HH.DD, and 2) the totals at the bottom are shifted one column, so they are incorrect.

(Ref: 24196)

Issue #38: You cannot sort the Slip List in Timeslips Today.

Details: When viewing Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today), changing the sort options for the Slip List does not affect the Slip List.

(Ref: 24197)

Release for July 2017 SR (Sage Timeslips 2018 Perpetual) adds the following enhancements:

Enhancement # 01: Quick Bills allow you to build a bill all in one screen.

Details: Use the new Quick Bill feature (select Bills > Quick Bill) to create and print a bill quickly. Often, these bills are used for one-time clients that you create while you set up the bill and close after you print the bill.

(Note: This enhancement was added to Timeslips Premium in March 2016)

Enhancement #02: Fee Allocation can now track up to 10 categories.

Details: Fee Allocation had been limited to up to three timekeeper categories. It has now been expanded up to 10 timekeeper categories.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #03: Set the start day of the work week.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #04: Timeslips now shows hints in name lists when My Lists are active.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #05: Optionally show company email address on pre-bill worksheets.

Details: When printing pre-bill worksheets for your clients, you can include clients’ contact information at the top of their worksheet. You can now also include their email address.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #06: New bill layout options to control page breaks before the consolidated bill summary.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #07: Several areas should now experience improved performance:

Details:

· If your database includes a lot of consolidated bills, opening the Reprint Bills list (select Bills > Reprint Bills) could be slow. You can now unmark the ‘Show consolidated projects separately’ option to improve performance.

· You can use the Split Billing Rules dialog box (select Bills > Split Billing Rules) to maintain split billing. If you have a lot of rules, this list could open slowly.

· When working with timesheets, the list of timesheet templates (select Slips > Time Sheet > Slip Templates) loads much faster.

· Fee Allocations report and Fee Allocation by Period report have been optimized to generate much faster.

· Timekeeper Collections report and Timekeeper Collections by Period report have been optimized to generate much faster.

(Note: This enhancement was added to Timeslips Premium in March 2017)

Enhancement #08: eCenter Data Transfer Utility is now part of Timeslips.

Enhancement #09: View all reports in one list.

Details: On the Report List (select Reports > Billing), you can now view all available reports in one list. At the bottom of the list, mark “Show All Reports group” to enable this new tab.

Release for July 2017 SR (Sage Timeslips 2018 Perpetual) fixes the following problems:

Issue #01: Inactive references can be saved on new slips or time sheet templates.

Details: If you set up a required reference for a client (select Names > Client References) and then make that reference inactive or closed, Timeslips can still use that reference on slips.

(Ref: 24164)

Issue #02: Timesheet entries for overhead clients are not saved as Do Not Bill slips.

(Ref: 24181)

Issue #03: Filtering the slip list can cause a Query Error on the notes table.

(Ref: 24175)

Issue #04: When creating a new client with a balance due, the accounts receivable balance is not updated properly.

(Ref: 24166)

Issue #05: When setting up split bill values, decimal precision for that entry may not be correct.

Details: When setting up split bills for clients (select Bills > Split Billing Rules), if you use fractions of a percentage for clients, the total split amount may not be correct

(Ref: 24167)

Issue #06: Client rounding does not affect replacement slips but it is reflected in bill totals.

(Ref: 24149)

Issue #07: Printing bills for clients using Percent Complete arrangements could cause an error if Fee Allocation was disabled.

(Ref: 24150)

Issue #08: Exporting multiple LEDES 1998b clients at once could cause incorrect slip dates.

(Ref: 24151)

Issue #09: For consolidated bills, as envelope should only print for the master client.

Details: When printing and approving bills, you can optionally print matching envelopes. If the bill run included consolidated clients, envelopes for individual projects were printed.

(Ref: 24173)

Issue #10: Cover page values can inflate when printing consolidated bills to display and then printer.

(Ref: 24189)

Issue #11: Percent complete phase names should be limited to 40 characters.

(Ref: 24187)

Issue #12: When billing, new reprint bill images can remove bill images for proof and internal bills.

(Ref: 24204)

Issue #13: When approving a bill for a client, you may be prompted to email a bill to another client.

(Ref: 24179)

Issue #14: Billing Assistant will not print balance-only bills.

(Ref: 24170)

Issue #15: Transferring unapplied money through Billing Assistant may cause an AV error.

(Ref: 24203)

Issue #16: Slips and collections info is not being updated is you complete a job-based billing arrangement, but do not print another bill.

(Ref: 24199)

Issue #17: When completing a job-based flat fee, the internal job ID was not updated for the next job.

(Ref: 24200)

Issue #18: Filtering the pre-bill worksheet by custom fields can show funds account details differently.

(Ref: 24190)

Issue #19: On statements, invoice numbers may be hidden within payment distribution.

(Ref: 24177)

Issue #20: Printing statements to Display and then to printer could cause an AV2 error.

(Ref: 24191)

Issue #21: Including descriptions on user-defined invoice listing can cause an error.

Details: When printing the user-defined invoice listing (select Reports > A/R Transactions), if you include Description on the report, you may receive an error when printing the report.

(Ref: 24162)

Issue #22: Private text cannot be hidden on user-defined slip reports.

(Ref: 24186)

Issue #23: Subtotalling the A/R Transaction Listing report by Payment Type may show incorrect subtotal headings.

(Ref: 24185)

Issue #24: Subtotalling the Funds with Running Balances report by custom fields may show incorrect subtotal headings.

(Ref: 24186)

Issue #25: Subtotalling the Aged Client Investment report by custom fields may cause an AV error.

(Ref: 24193)

Issue #26: Client Budgets by None report ignore the Client Selection filter.

Details: When printing Client Budgets reports, you can use filters to determine which clients to include on the report. The Client Selection filter was not affecting the report.

(Ref: 24178)

Issue #27: On user-defined slip reports, the BSV - A/R field did not reflect accounts receivable transactions.

(Ref: 24198)

Issue #28: Timekeeper Collections reports may exclude data when only showing totals.

(Ref: 24201)

Issue #29: Timekeeper Collections reports may exclude data for closed Timekeepers

Details: When printing Timekeeper Collections reports (select Reports > Timekeeper), details for closed timekeepers was not appearing on the report.

(Ref: 24202)

Issue #30: Posted payments with suspense are not reposted after suspense is applied to bill.

(Ref: 24192)

Issue #31: No Charge default for clients may not transfer to eCenter.

(Ref: 24168)

Issue #32: The Slip Note indicator in Data Entry Assistant may show incorrectly.

Details: When reviewing slips in Data Entry Assistant (select Special > Data Entry Assistant), if one slip has a slip note, then the slip note icon appears for all displayed slips.

(Ref: 24172)

Issue #33: Some preference changes are not saved.

(Ref: 24184)

Issue #34: Several issues were corrected with TSImport

(Ref: 24194)

Issue #35: Timeslips backup service can take up large amount of CPU.

Details: The Timeslips backup service (TSService.exe) can take up a large amount of CPU on the Timeslips database server.

(Ref: 24146)

Issue #36: Some filters may not work properly in Timeslips Today.

(Ref: 24195)

Issue #37: Showing the Hours column on the Slip List in Timeslips Today can cause some formatting issues.

(Ref: 24196)

Issue #38: You cannot sort the Slip List in Timeslips Today.

Details: When viewing Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today), changing the sort options for the Slip List does not affect the Slip List.

(Ref: 24197)

Release for August 2017 SR (Sage Timeslips 2017 Perpetual) fixes the following problems:

Issue #1: When billing, new reprint bill images can remove bill images for proof and internal bills.

(Ref: 24204)

Issue #2: Slips and collections info is not being updated is you complete a job-based billing arrangement, but do not print another bill.

(Ref: 24199)

Issue #3: When completing a job-based flat fee, the internal job ID was not updated for the next job.

(Ref: 24200)

Issue #4: Private text cannot be hidden on user-defined slip reports.

(Ref: 24186)

Issue #5: Client Budgets by None report ignore the Client Selection filter.

Details: When printing Client Budgets reports, you can use filters to determine which clients to include on the report. The Client Selection filter was not affecting the report.

(Ref: 24178)

Issue #6: On user-defined slip reports, the BSV - A/R field did not reflect accounts receivable transactions.

(Ref: 24198)

Issue #7: Posted payments with suspense are not reposted after suspense is applied to bill.

(Ref: 24192)

Issue #8: Showing the Hours column on the Slip List in Timeslips Today can cause some formatting issues.

(Ref: 24196)

Service Release for October 2017 (Timeslips Premium and Timeslips 2018) adds the following enhancements:

Enhancement #01: Update Sage Exchange Desktop.

Details: Sage Exchange Desktop has been updated. This update includes improved security, the ability to use swipers to accept payment, and the ability to use EVM cards to accept payment.

Enhancement #02: New preference to apply payments from funds.

Details: When you pay or deposit money to a funds account for a client with an outstanding balance, Timeslips prompts you to apply that money to the balance. This prompt could disrupt the flow for some customers. There is now a new preference (select Setup > Preferences and open the New Transaction Rules page) that allows you to control if that prompt occurs.

Enhancement #03: Redesigned Reference Entry

Details: Reference setup and reference list have been moved into Client Information, making it easier to access and change settings.

Enhancement #04: Redesigned Document Access

Details: Document Access has been moved into Client Information, making it easier to access and change settings. Many customers did not know this functionality to link documents, folders, or web sites to clients existed in Timeslips.

Enhancement #05: Bill Run Analyzer

Details: The bill run analyzer (select Bills > Review Bill Runs...) details each bill run generated in Timeslips. This troubleshooting tool helps determine when bills were generated, approved, or undone. Starting with this service release, you’ll also be able to see which timekeeper was responsible for changes.

Enhancement #06: Custom Bill Calculations are Available in Timeslips 2018

Details: You can new add your own calculations to bill cover pages and bill customizable sections. This feature had been available in Timeslips Premium and is now available in Timeslips 2018.

Service Release for October 2017 (Timeslips Premium and Timeslips 2018) fixes the following problems:

Issue #01: Clicking Apply New from an invoice transactions does not fill in the Client.

Details: When viewing invoice transactions (select Transactions > Accounts Receivable then open an invoice transaction), you can use the Apply New button at the bottom to apply a new transaction (such as a payment) to the invoice. When clicking Apply New, the current client was not automatically filled in on the new transactions.

(Ref: 24217)

Issue #02: Invoice transactions can show on a bank deposit slip.

Details: You can use a bank deposit slip (select Transactions > Bank Deposit Slip) to group transactions that you are going to deposit together. Only payments and deposits can be included on bank deposit slips. If you start to create one of these transactions and then change it to a type that should be included on a bank deposit slip, it may still be associated with that bank deposit slip.

(Ref: 24224)

Issue #03: Opening the Transfer Money dialog box on a database with many projects can cause an AV error.

Details: When you have payments with unapplied amounts, you can use the Transfer Money dialog box (click Transfer Money from the payment transaction) to transfer it to other projects or to client funds. In databases with very large amounts of projects, opening the Transfer Money dialog box can result in an AV error.

(Ref: 24228)

Issue #04: Discounts are not rounded, so associated transactions may include fractions of a cent.

Details: You can set up discount rules for clients that apply discounts automatically when clients pay off their balance early (select Names > Client Info and switch to the Charges page of Client Information). These rules could sometimes result in discounts that included fractions of a cent.

(Ref: 24234)

Issue #05: Reviewing charges in Billing Assistant can cause an AV error if a client is part of consolidated billing and split billing.

Details: You can set up a split billing arrangement for clients where some charges are split with another client (select Bills > Split Billing Rules). You can also set up consolidated billing for clients, where charges for multiple projects are consolidated on one bill (when editing a bill layout, see the Projects section of the Configure Layout Sections dialog box). If a client is part of both types of billing arrangements, reviewing their charges in Billing Assistant (select Bills > Billing Assistant) can cause an AV error.

(Ref: 24227)

Issue #06: When printing bills, you cannot approve bills currently in Proof stage.

Details: When generating bills, you can use the “Review proof and revision stage bills first” option to open the Bill Stages dialog box where you can review proof and revision bills. From here, you can approve these bills before generating new bills. In some cases, Timeslips would not approve these bills.

(Ref: 24216)

Issue #07: When summarizing charges on bills, client rounding settings may not affect bill totals.

Details: When designing bill layouts (select Bills > Bill and Statement Layouts), you can set the Time Charges section to summarize charges instead of itemizing them. When charges are summarized they may not follow client rounding settings (see the Charges page of Client Information).

(Ref: 24225)

Issue #08: Generating bills for clients with full bill hold and new payments can result in incorrect accounts receivable balances.

Details: If a client is set to Full Bill Hold (select Names > Client Info and switch to the Holds page of Client Information) they should not be affected by billing. If a client on Full Bill Hold has a new payment, they can be included in a bill run and their accounts receivable balance is updated.

(Ref: 24230)

Issue #09: When splitting charges for a consolidated client, some values on the consolidated cover page may not total correctly.

Details: You can set up a split billing arrangement for clients where some charges are split with another client (select Bills > Split Billing Rules). You can also set up consolidated billing for clients, where charges for multiple projects are consolidated on one bill (when editing a bill layout, see the Projects section of the Configure Layout Sections dialog box). If a client is part of both types of billing arrangements and you are including a cover page on the bill, some values on the cover page may not total properly.

(Ref: 24235)

Issue #10: Changing the billing status for a slip on revision stage to Do Not Bill, will still show slip on bill.

Details: If a bill is in revision stage and you change one of the slips on that bill to Do Not Bill, then printing the next bill for that client will still show that slip on the bill, but it will be displayed as No Charge.

(Ref: 24239)

Issue #11: “Other” address fields do not display on statements.

Details: You can use statement layouts (select Bills > Bill and Statement Layouts) to customize the appearance of statements. If you include “Other Address” fields on your layout, the statement will still omit these fields.

(Ref: 24233)

Issue #12: On Timekeeper Collections reports, filtering entries by timekeeper has no effect.

Details: When printing Timekeeper Collections reports (select Reports > Timekeeper), you can use the Selection Filters tab to filter which entries are included on the report. Filtering the report by timekeeper did not affect the report.

(Ref: 24219)

Issue #13: On Aged Client Investment report, filtering entries by custom fields will hide client names.

Details: When printing the Aged Client Investment report (select Reports > Client), you can use the Selection Filters tab to filter which entries are included on the report. If you filter the report by a custom field, then client names will not show on the report.

(Ref: 24220)

Issue #14:On the Timekeeper Contribution and Collections report, filtering by task can show incorrect fee values.

Details: When printing the Timekeeper Contribution and Collections report (select Reports > Timekeeper), you can use the Selection Filters tab to filter which entries are included on the report. If you filter the report by Task, then Billed Fees and Payments Fees values will show 0.

(Ref: 24221)

Issue #15: On the Funds with Running Balances report, filtering by date can cause zero-balance clients from being omitted.

Details: When printing the Funds with Running Balances report (select Reports > Funds Transactions), you can use the Selection Filters tab to filter which entries are included on the report. If you filter the report by Funds Transaction Date, then clients who have a zero Funds balance may be excluded from the report.

(Ref: 24223)

Issue #16: On Slip Listing reports, sorting and subtotalling by Title is not working.

Details: When printing Slip Listing reports or User-Defined Slip reports (select Reports > Slips) you can use the Sort and Subtotal tab to sort and subtotal the slips. Sorting and subtotalling slips by timekeeper Title would sort the report incorrectly.

(Ref: 24218)

Issue #17: On A/R Transaction Listing, using the A/R Includes Unapplied Amounts filter has no effect.

Details: When printing transaction reports, you can use filters to determine which transactions to include on the report. On the A/R Transaction Listing report (select Reports > A/R Transaction Listing), the A/R Includes Unapplied Amounts filter was not affecting the report.

(Ref:24213)

Issue #18: User-defined slip listing may print incorrect value for rate fields.

Details: When including rate fields on a user-defined slip listing report, rate values for another name may be shown.

(Ref: 24205)

Issue #19: Duplicated reports may not print.

Details: When viewing a report from the Report List or Report Entry, you can duplicate it to create a copy. If you duplicate a report and add it to a new report group, printing the new report could result in a “list structure in memory" error.

(Ref: 24222)

Issue #20: On Aged Client Investment report, clients on Proof may be missing some charges.

Details: When printing the Aged Client Investment report (select Reports > Client), if a client has some charges in Proof Stage the report can ignore other WIP charges that are not in Proof Stage.

(Ref: 24226)

Issue #21: Budget reports ignore sort settings.

Details: When printing Budgets reports, you can use the Sort and Subtotal page to control the order of items on the report. In previous builds, these settings were not affecting the report.

(Ref: 24236)

Issue #22: On user-defined client report, “Bill sent to” does not show correct values.

Details: On user-defined client reports (select Reports > Client), the “Bill sent to” field should show the Electronic Delivery method for each client. Instead this field is always blank.

(Ref: 24238)

Issue #23: Entering large numbers into custom fields can show different values.

Details: You can set up custom fields (select Setup > Custom Fields) to store data values that Sage Timeslips typically does not track. When entering large numbers into Money or Number custom fields, Timeslips can show different values.

(Ref: 24237)

Issue #24: Calendar Settings includes an extra button.

Details: The Calendar Synchronization Settings dialog box (click Synchronization Setup from the Calendar) includes an extra “Button 1” button. This button is for testing purposes and should not have been visible.

(Ref: 24212)

Issue #25: Slips could get incorrect reference when downloaded from eCenter.

Details: You can use the Transfer Data with eCenter dialog box (select Special > eCenter > Transfer Data) to send names and slips to Timeslips. When sending slips to Timeslips, if new references are also included in the transfer, slips that has no reference assigned could be incorrectly assigned a reference.

(Ref:24214)

Issue #26: Slips from eCenter may not include slip extra fields.

Details: You can use the Transfer Data with eCenter dialog box (select Special > eCenter > Transfer Data) to send slips to Timeslips. If slips in eCenter include text in the Extra field, that text may be blank when transferred to Timeslips.

(Ref:24215)

Issue #27: Timesheet Slip Entry may not show full client nicknames.

Details: You can use the timesheet (select Slips > Time Sheet > Slip Entry) to quickly enter time throughout the day. If you use long client names, the timesheet could truncate those names.

(Ref: 24232)

Issue #28: Creating a database based on the current database can fail if the current database has custom fields.

Details: You can create a new database based on the current database (select File > New > Database Based on Current) to include names in other settings in the new database. This process could fail if the source database included custom fields.

(Ref: 24231)

Service Release for March 2018 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Time Entry: Day View

Details: Timeslips now includes the Day View (select Slips; Day View), which is a time sheet you can use to quickly review or enter time for any timekeeper for a specific day.

Enhancement #02: Time Entry: Filter Weekly Time Sheet

Details: In past version, when using the weekly timesheet (select Slips; Time Sheet; Slip Entry), if you wanted to hide templates that you’re not currently using then you would have to set individual templates as inactive. Now you have another option; you can set up filters to determine which templates show up on the time sheet.

Enhancement #03: LawPay Integration

Details: You can now include payment links with your emailed bills, allowing your clients to pay you using LawPay (select Setup; LawPay Integration).

Enhancement #04: Client Contacts

Details: Timeslips can now track Client Contacts (select Names; Client Contacts). These are people or organizations that you want to track but they are not clients and you will not be sending bills to them. Contacts can be associated with one or more of your clients.

Enhancement #05: Electronic Billing: Additional LEDES formats

Details: You can now use LEDES 1998BI, LEDES 2000, and LEDES XML formats for bill auditing (select Setup; Audit Houses).

Enhancement #06: Electronic Billing: Naming Options

Details: When using some of the LEDES electronic billing formats (select Setup; Audit Houses), if you typically send out separate audit files for each client, you can now set up rules for automatic file naming. This makes creating batches of files to send out much easier.

Enhancement #07: Billing Arrangements: Assign Timekeepers to Flat Fees.

Details: When using billing arrangements, if you do not include slips on the bill, Timeslips may not be able to track timekeeper fee allocations or timekeeper history properly. When setting up the absolute flat fees, minimum flat fees, maximum flat fees, or flat fees plus charges, you can now assign a timekeeper to the flat fee.

Enhancement #08: Billing Arrangements: Check Job Status.

Details: When using job-based billing arrangements, it is important to complete bills so final billed amounts are updated. Using the Bills; Check Jobs command, you can now check the status of all job-based billing arrangements at once. You can also check jobs automatically before printing some reports. See the Review client jobs first option in the Timekeeper Collections report, the Timekeeper Collections by Period report, and the Timekeeper Contribution and Collections report.

Enhancement #09: Security: Access rights listing

Details: When using security to limit which areas of Timeslips that each timekeeper can access, you can now get a quick overview of each timekeepers rights. Select Setup; Security; Timekeeper Rights Overview to review rights. Using the Export to option at the bottom of the screen, you can export this list to file.

Enhancement #10: Calendars: Sync with Existing Google Calendar

Details: When setting up synchronization from your Timeslips calendar (select Calendar; Synchronize; Setup) you were required to create a new Google calendar. Timeslips calendar can now connect with an existing Google calendar.

Enhancement #11: Bills by Email setup reminder

Details: When creating new clients, if you enter an email address you may want to send bills to this client by email as well. Timeslips will now remind you to set up this functionality for this client if you enter an email address.

Enhancement #12: Preferences: Clear Preferences for specific dialog boxes

Details: If you change dialog settings or display settings, some areas of Timeslips could be hidden. To correct this, you could restore dialog settings (select Setup; Preferences, open the Appearance page, and click Restore all dialog settings to their defaults) but this would clear all your dialog customizations. You can now use the Advanced link on the Appearance page to clear a specific dialog that has a problem.

Enhancement #13: Purging Data: New purge filter

Details: When purging slips (select File; Purge), you can use selection filters to narrow down which slips to purge. You can now use a client classification filter to select slips, which is useful if you’re focusing on cleaning up closed or inactive clients.

Enhancement #14: Reports: Updated several reports to increase performance

Details: Many reports have been rewritten to increase performance. These include: A/R History by Period, Aged A/R Balances, Aged A/R Balances by Date, Available WIP Listing, Client History by Period, Funds History by Period, Graph Reports, Monthly Totals Listing, Tax by Period, Timekeeper History by Period.

Enhancement #15: Reports: Total included for Funds Account Listing

Details: The Funds Account Listing report (select Reports; Funds Transactions; Funds Account Listing) now includes a grand total so you know the total amount you have in all client funds accounts.

Enhancement #16: Reports: Resized reports on high DPI screens

Details: When using high DPI screens (like laptops), Windows would recommend displaying at 150%. In Timeslips, this could make reports, bills, or reprint bill images that were displayed on screen to cut off parts of the report. Displaying reports and bills in these scenarios should fit the information better.

Enhancement #17: TSImport: Import rate settings

Details: When importing client information, TSImport can now import the default billing rate source and the default billing rate level for each client.

Service Release for March 2018 (Timeslips Premium) fixes the following problems:

Issue #01: Entering slip descriptions through the Slip List may affect future edits.

Details: When viewing slips on the Time and Expense Slip List (select Slips; Time and Expense Slips), you can edit slip descriptions using the Highlighted Slip’s Description field at the bottom of the list. When you edit descriptions in this way, future edits to the task or expense on the slip could reset the description text.

(Ref: 24244)

Issue #02: Precision settings may show incorrect totals on the Slip List.

Details: On the Charges page of Client Information (select Names; Client Info), you can set the ‘Time spent calculation method’ to determine how minutes convert to fractions of hours. The Time and Expense Slip List (select Slips; Time and Expense Slips) totals should ignore this setting.

(Ref: 24258)

Issue #03: My Lists may not work on slips if you change the slip type.

Details: You can use the Activities page of Client Information (select Names; Client Info) to set up My Lists, which allow you to display a subset of tasks or expenses when entering slips for specific clients. If you change the type of slip you’re creating (by changing the Type field to Time or Expense), My Lists may not work correctly.

(Ref: 24253)

Issue #04: Creating replacement slips with references disabled could cause an AV error.

Details: You can use Features Enabled (select Setup; Features Enabled) to hide features that you do not use. If you had disabled References and you tried to create a replacement slip (select Slips; Replacement Slips), an AV error could appear.

(Ref: 24246)

Issue #05: In Mini Timeslips, you could not sort the Slip List by one of the names on the slip.

Details: Mini Timeslips is a smaller application of Timeslips that offers a much more limited set of features. When viewing the Time and Expense Slip List (select Slips; Time and Expense Slips), you can sort the slip list by a specific field by clicking on a column heading. Within Mini Timeslips, you could not sort the slip list by timekeeper, client, or activity.

(Ref: 24250)

Issue #06: After conversion, some templates would not appear on the time sheet.

Details: When converting data from Timeslips 2016 or prior, some time sheet templates would not appear on the time sheet (select Slips; Time Sheet; Slip Entry).

(Ref: 24251)

Issue #07: Replacement slips settings can get improperly reset.

Details: You can use replacement slips (select Slips; Replacement Slips) to summarize charges from similar slips. If you use the same replacement rules for many clients, you can set replacement rules up for template clients and use the ‘Also uses template for replacement slips’ option for each other client. In some instances, opening Billing Assistant for a client would blank out this option for that client.

(Ref: 24269)

Issue #08: Refund transactions may show eligible transactions with incorrect unapplied amounts.

Details: When reviewing refund transactions (select Transactions; Accounts Receivable), you can view payments and credits for the client that are eligible for refunds. In rare scenarios, the unapplied amount of the payments and credits could show an incorrect value.

(Ref: 24241)

Issue #09: Creating write off transactions may clear undoable bills for related projects.

Details: When creating write off transactions (select Transactions; Accounts Receivable) for a consolidated client, Timeslips may clear the ability to undo approved bills (select Bills; Undo Approved Bills) for other projects for this client.

(Ref: 24257)

Issue #10: Holding slips on flat fee bills could prevent taxes from being charged.

Details: Tax rules (select Setup; Taxes) determine how taxes are charged in Timeslips. If the ‘Tax applies to charges of flat fee bill arrangements’ option is marked and a client using that rule has a flat fee set up, but you are holding all slips for that client, Timeslips would incorrectly not charge taxes for that client.

(Ref: 24267)

Issue #11: You cannot hide A/R-only bills from Billing Assistant.

Details: When using Billing Assistant (select Bills; Billing Assistant) to preview bills, you can use rules (click the Rule button from the Billing Assistant List) to determine when clients will display as ‘ready to bill’. Unmarking the ‘Include clients that only have A/R activity’ option would not properly hide A/R-only bills.

(Ref: 24266)

Issue #12: Placing bills with funds activity on Proof Stage could take a long time to complete.

Details: If your database has a lot of funds transactions (1000+), when you place a bill with funds activity on Proof Stage, it may take a long time for that process to complete; in some cases the process may appear frozen.

(Ref: 24243)

Issue #13: Approving a bill with fee allocation disabled could cause an AV error.

Details: You can use Features Enabled (select Setup; Features Enabled) to hide features that you do not use. If you had disabled Fee allocation and you tried to approve a bill with a contingency flat fee, an AV error could appear.

(Ref: 24247)

Issue #14: Undoing split bills may inflate hours on the original slips.

Details: When you split bills (select Bills; Split Billing Rules), Timeslips splits charges from one client and assigns some of the charges to other clients. If you undo approval for a split bill (select Bills; Undo Approved Bills) that had multiple slips, the original slips could result in inflated hours.

(Ref: 24259)

Issue #15: Bill messages may include incorrect values when hiding other bill sections.

Details: When displaying custom messages on bills (select Setup; Messages) you can include message tokens that translate to actual values from the bill; for example [Interest] would translate to the interest on overdue balance. However, if you excluded the New A/R Balance section from the bill, discount-related tokens would not calculate properly.

(Ref: 24260)

Issue #16: When adding transactions to previewed bills, you cannot refresh the bill to show changes.

Details: When displaying bills on-screen, you can preview and edit charges/transactions before printing them to printer or PDF. Buttons on the preview window allow you to add slips, remove slips, add A/R transactions, or add funds transactions. After adding A/R transactions or funds transactions, refreshing the bill on-screen does not show the new transactions.

(Ref: 24262)

Issue #17: Converted payments display on history bills.

Details: Older databases can include ‘CNV’ transactions, which represented starting accounts receivable balances. These transactions are for reference only, but they were being included on History Bills.

(Ref: 24271)

Issue #18: Payment Distribution report shows only first six digits of invoice number.

Details: In Timeslips, you can have invoice numbers up to nine digits. However, when printing the Payment Distribution report (select Reports; A/R Transactions) only the first six digits would show.

(Ref: 24248)

Issue #19: Filtering the Invoice Listing report could exclude manually-created invoices.

Details: Timeslips generates invoice transactions when you approve bills. You can also enter invoice transactions manually from the Accounts Receivable List (select Transactions; Accounts Receivable). When you filter the Invoice Listing report by Invoice Status, manually-created invoices are excluded from the report.

(Ref: 24254)

Issue #20: Filtering some reports could omit days.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. Using selection filters on history-based reports (such as the Client History by Period report) or on periodic reports (such as the Monthly Slip Totals report) could omit some days from the report.

(Ref: 24252)

Issue #21: Overdue filters may not work on some reports.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. Using overdue filters on some reports may not filter records correctly. These filters include the Client Days Overdue filter on the Aged A/R Balances by Date report and the A/R Days Overdue filter on the Aged A/R Balances report, the Invoice Listing report, the User-Defined Invoice Listing, and the User-Defined Invoice Summary report.

(Ref: 24109)

Issue #22: Overhead Only filter does not work on Client Info Listing.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. Using the Overhead Only filter is not correctly selecting Overhead clients on the Client Info Listing (select Reports; Client).

(Ref: 24268)

Issue #23: Printing a user-defined client listing to Excel omits headings.

Details: When printing a user-defined client listing (select Reports; Client) to Microsoft Excel file, column headings are not included in Excel.

(Ref: 24261)

Issue #24: Spell Check process can underline description text.

Details: You can check spelling (select Special; Check Spelling and Grammar) manually or as part of generating reports and bills. If you’ve underlined parts of slip description, the spell-checking process could underline all text in the slip description.

(Ref: 24255)

Issue #25: Spell Check process can include inactive or closed clients.

Details: When you check spelling as part of generating bills (see the “Check spelling and grammar first” option), Timeslips can include inactive or close clients as part of the spell-checking process.

(Ref: 24256)

Issue #26: Placing a field with an @ symbol onto a label will translate terminology.

Details: In some areas of Timeslips, you can use the @ symbol followed by a character to translate terminology. For example, @U can automatically translate to your terminology for Timekeeper. In most areas of Timeslips, this replacement is automatically ignored, but it was actively replacing terminology in mailing labels. So, if you placed a field that typically includes an @ symbol (such as an email address) on a mailing label, then that @ symbol would incorrectly trigger terminology replacement.

(Ref: 24245)

Issue #27: Timeslips may ignore TAL Performance settings.

Details: When using TAL in a multi-user environment, you can use the Performance Settings dialog box (select Setup; Performance Settings) to hide TAL-related functions on some workstations. If you unmark Accounting Link, TAL-related functions could still show.

(Ref: 24242)

Issue #28: TAL Account Names over 10 characters can cause errors on the Journal Entries table.

Details: If you use TAL (select Accounting; Choose Accounting Link) with no accounting package and you set account names to over 10 characters, then using the Accounting; Mark Transactions as Posted command could cause an error on the Journal Entries table.

(Ref: 24263)

Issue #29: Importing Rates in connected applications sometimes did not work properly.

Details: You can connect Timeslips to some other applications using our API. This allows you to create slips, clients, or other types of records in the other applications and automatically create records in Timeslips, avoiding double entry. Creating slips from other applications was not always setting the billing rate correctly.

(Ref: 24240)

Issue #30: Creating a database from an existing database did not set up record connections properly.

Details: When creating a new database based on the current database (select File; New; Database Based on Current), Timeslips did not set up record connection (select File; Connected Databases) properly, so you could not exchange data from the new database to the original database.

(Ref: 24266)

Release for April 2018 (Timeslips 2019) adds the following enhancements:

Enhancement #01: Time Entry: Filter Weekly Time Sheet

Enhancement #02: LawPay Integration

Details: You can now include payment links with your emailed bills, allowing your clients to pay you using LawPay (select Setup; LawPay Integration).

Enhancement #03: Client Contacts

Enhancement #04: Electronic Billing: Additional LEDES formats

Details: You can now use LEDES 1998BI, LEDES 2000, and LEDES XML formats for bill auditing (select Setup; Audit Houses).

Enhancement #05: Electronic Billing: Naming Options

Enhancement #06: Billing Arrangements: Assign Timekeepers to Flat Fees.

Enhancement #07: Billing Arrangements: Check Job Status.

Enhancement #08: Security: Access rights listing

Enhancement #09: Calendars: Sync with Existing Google Calendar

Enhancement #10: Bills by Email setup reminder

Enhancement #11: Preferences: Clear Preferences for specific dialog boxes

Enhancement #12: Purging Data: New purge filter

Enhancement #13: Reports: Updated several reports to increase performance

Enhancement #14: Reports: Total included for Funds Account Listing

Enhancement #15: Reports: Resized reports on high DPI screens

Enhancement #16: TSImport: Import rate settings

Details: When importing client information, TSImport can now import the default billing rate source and the default billing rate level for each client.

Enhancement #17: Type Search delay preference

Details: When you are entering a nickname on a slip or on a transaction, you can enter the beginning characters in the nickname and Timeslips will move to the matching names. For longer nicknames, if you pause while entering the characters, Timeslips can reset the search and you may not stop on the name you expect.

On the Navigation Rules page of Preferences (select Setup; Preferences), you can now use the “Reset type search criteria when there is no activity for” preference to delay that reset.

Enhancement #18: Previewing reports to Display

Details: Several lists throughout Timeslips include a Print icon, allowing you to print a quick report. For example, from the Time and Expense Slip List (select Slips; Time and Expense Slips), you can click the Print icon to print a listing of all slips listed. In previous versions, clicking the Print icon would send the report directly to the printer or to a file.

On the Menus and Commands page of Preferences (select Setup; Preferences), Timeslips now offers the “Print from dialogs” preference. Setting this preference to Print to display allows you to preview these reports before printing to printer or file.

Release for April 2018 (Timeslips 2019) fixes the following problems:

Issue #01: Entering slip descriptions through the Slip List may affect future edits.

(Ref: 24244)

Issue #02: Precision settings may show incorrect totals on the Slip List.

(Ref: 24258)

Issue #03: My Lists may not work on slips if you change the slip type.

(Ref: 24253)

Issue #04: Creating replacement slips with references disabled could cause an AV error.

(Ref: 24246)

Issue #05: In Mini Timeslips, you could not sort the Slip List by one of the names on the slip.

(Ref: 24250)

Issue #06: After conversion, some templates would not appear on the time sheet.

Details: When converting data from Timeslips 2016 or prior, some time sheet templates would not appear on the time sheet (select Slips; Time Sheet; Slip Entry).

(Ref: 24251)

Issue #07: Replacement slips settings can get improperly reset.

(Ref: 24269)

Issue #08: Refund transactions may show eligible transactions with incorrect unapplied amounts.

(Ref: 24241)

Issue #09: Creating write off transactions may clear undoable bills for related projects.

(Ref: 24257)

Issue #10: Holding slips on flat fee bills could prevent taxes from being charged.

(Ref: 24267)

Issue #11: You cannot hide A/R-only bills from Billing Assistant.

(Ref: 24266)

Issue #12: Placing bills with funds activity on Proof Stage could take a long time to complete.

(Ref: 24243)

Issue #13: Approving a bill with fee allocation disabled could cause an AV error.

(Ref: 24247)

Issue #14: Undoing split bills may inflate hours on the original slips.

(Ref: 24259)

Issue #15: Bill messages may include incorrect values when hiding other bill sections.

(Ref: 24260)

Issue #16: When adding transactions to previewed bills, you cannot refresh the bill to show changes.

(Ref: 24262)

Issue #17: Converted payments display on history bills.

(Ref: 24271)

Issue #18: Payment Distribution report shows only first six digits of invoice number.

(Ref: 24248)

Issue #19: Filtering the Invoice Listing report could exclude manually-created invoices.

(Ref: 24254)

Issue #20: Filtering some reports could omit days.

(Ref: 24252)

Issue #21: Overdue filters may not work on some reports.

(Ref: 24109)

Issue #22: Overhead Only filter does not work on Client Info Listing.

(Ref: 24268)

Issue #23: Printing a user-defined client listing to Excel omits headings.

Details: When printing a user-defined client listing (select Reports; Client) to Microsoft Excel file, column headings are not included in Excel.

(Ref: 24261)

Issue #24: Spell Check process can underline description text.

(Ref: 24255)

Issue #25: Spell Check process can include inactive or closed clients.

(Ref: 24256)

Issue #26: Placing a field with an @ symbol onto a label will translate terminology.

(Ref: 24245)

Issue #27: Timeslips may ignore TAL Performance settings.

(Ref: 24242)

Issue #28: TAL Account Names over 10 characters can cause errors on the Journal Entries table.

(Ref: 24263)

Issue #29: Importing Rates in connected applications sometimes did not work properly.

(Ref: 24240)

Issue #30: Creating a database from an existing database did not set up record connections properly.

(Ref: 24266)

Issue #31: Using the Update Rate Wizard can display a Duplicate Index Error on some databases.

Details: When you edit billing rates, you can then update rates on slips using the Update Rate Wizard (select Special; Update Rates). Using this process in some databases could display a Duplicate Index Error.

(Ref: 24275)

Issue #32: When slip adjustments are disabled, saving new slips can show an AV error.

Details: If you have disabled Slip Adjustments (select Setup; Features Enabled), Timeslips can display AV errors when you save new slips.

(Ref: 24283)

Issue #33: When using filters on Time Sheet, non-template totals could incorrectly be zero.

Details: You can use selection filters to limit the templates displayed on the time sheet (select Slips; Time Sheet; Slip Entry). When excluding templates from the time sheet, their totals should be included in the Non-Template Totals amount at the bottom of the time sheet, but this total could show as 0.00.

(Ref: 24277)

Issue #34: Editing transactions could show an incorrect transaction information in other areas.

Details: When entering A/R transactions (select Transactions; Accounts Receivable), if you applied a new transaction to an invoice and then edited that transaction to change its type (for example changing it from a payment to a write off), when you review the Applied Transactions for the invoice, the original transaction type for the applied transaction could still appear.

(Ref: 24280)

Issue #35: Transferring money to a funds account could cause AV if there are no projects in database.

Details: In Timeslips, if you have money from a payment that is not applied to an invoice, you can transfer it from the payment to another project or to a client funds account. A quick way to do this is using the Transfer Money button on the payment. Using this button could cause an AV error if there were no projects in the database.

(Ref: 24276)

Issue #36: Precision in slip values could be off when splitting slips between more than two clients.

Details: When splitting slips by more than two clients (select Bills; Split Billing Rules), the slip values for the primary client can be off because Timeslips was not assigning remaining fractions from secondary clients back to the primary client.

(Ref: 24279)

Issue #37: Total hours may round differently on summarized bills.

Details: When summarizing slips on bills, the total hours of summarized time slips may round differently than the total hours of all time slips.

(Ref: 24282)

Issue #38: Summarizing slips on bills can show Hours values incorrectly.

Details: When summarizing slips on bills (select Bills; Bill and Statement Layouts), Timeslips may hide the Amount column heading on the bill. The bill also shows hours for both billable and override slips; in this case, only override slips should be shown.

(Ref: 24284)

Issue #39: Reprint Bills could show incorrect Invoice Status for bills with no new charges.

Details: You can use Reprint Bills (select Bills; Reprint Bills) to review the Invoice Status (ex: Paid in Full) for past invoices. The status for bills that did not have new charges (ex: bills stating the balances due) may show a Paid-in-Full status instead of a N/A status.

(Ref: 24278)

Issue #40: If you edit a filter and mistakenly exclude all names, Timeslips now warns you.

Details: When editing existing filters on a report, you could mistakenly exclude all names from the report; this would result in nothing to print. Timeslips now warns you when you’ve done this.

(Ref: 24273)

Issue #41: On User-Defined A/R Transaction Listing, Check Number and Bank Deposit Slip is always blank.

Details: When printing a User-Defined A/R Transaction Listing (select Reports; A/R Transactions), if you include the Check Number field or Bank Deposit Slip field, the value printed for each transaction will always be blank.

(Ref: 24274)

Issue #42: Rebuilding balances for clients with Special Credits may change client’s balance.

Details: If data damage causes any of your clients’ balances to be incorrect, you can use the Data Verification process (select File; Data Verification) to rebuild A/R balances or Funds balances. If any of your clients use Special Credit transactions, then rebuilding their A/R balances may not work as expected.

(Ref: 24281)

Service Release for April 2018 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Type Search delay preference

On the Navigation Rules page of Preferences (select Setup; Preferences), you can now use the "Reset type search criteria when there is no activity for" preference to delay that reset.

Enhancement #02: Previewing reports to Display

On the Menus and Commands page of Preferences (select Setup; Preferences), Timeslips now offers the "Print from dialogs" preference. Setting this preference to Print to display allows you to preview these reports before printing to printer or file.

Service Release for April 2018 (Timeslips Premium) fixes the following problems:

Issue #01: Using the Update Rate Wizard can display a Duplicate Index Error on some databases.

(Ref: 24275)

Issue #02: When slip adjustments are disabled, saving new slips can show an AV error.

Details: If you have disabled Slip Adjustments (select Setup; Features Enabled), Timeslips can display AV errors when you save new slips.

(Ref: 24283)

Issue #03: When using filters on Time Sheet, non-template totals could incorrectly be zero.

(Ref: 24277)

Issue #04: Editing transactions could show an incorrect transaction information in other areas.

(Ref: 24280)

Issue #05: Transferring money to a funds account could cause AV if there are no projects in database.

(Ref: 24276)

Issue #06: Precision in slip values could be off when splitting slips between more than two clients.

(Ref: 24279)

Issue #07: Total hours may round differently on summarized bills.

Details: When summarizing slips on bills, the total hours of summarized time slips may round differently than the total hours of all time slips.

(Ref: 24282)

Issue #08: Summarizing slips on bills can show Hours values incorrectly.

Details: When summarizing slips (select Bills; Bill and Statement Layouts) on bills that include a billing arrangement, Timeslips may hide the Amount column heading on the bill. The bill also shows hours for both billable and override slips; in this case, only override slips should be shown.

(Ref: 24284)

Issue #09: Reprint Bills could show incorrect Invoice Status for bills with no new charges.

(Ref: 24278)

Issue #10: If you edit a filter and mistakenly exclude all names, Timeslips now warns you.

Details: When editing existing filters on a report, you could mistakenly exclude all names from the report; this would result in nothing to print. Timeslips now warns you when you’ve done this.

(Ref: 24273)

Issue #11: On User-Defined A/R Transaction Listing, Check Number and Bank Deposit Slip is always blank.

(Ref: 24274)

Issue #12: Rebuilding balances for clients with Special Credits may change client’s balance.

(Ref: 24281)

Service Release for May 2018 (Timeslips 2018) adds the following enhancements:

Enhancement #01: Type Search delay preference

On the Navigation Rules page of Preferences (select Setup; Preferences), you can now use the "Reset type search criteria when there is no activity for" preference to delay that reset.

Enhancement #02: Reports: Resized reports on high DPI screens

Service Release for May 2018 (Timeslips 2018) fixes the following problems:

Issue #01: Creating a database from an existing database did not set up record connections properly.

(Ref: 24265)

Issue #02: In Mini Timeslips, you could not sort the Slip List by one of the names on the slip.

(Ref: 24250)

Issue #03: Replacement slips settings can get improperly reset.

(Ref: 24269)

Issue #04: Precision settings may show incorrect totals on the Slip List.

(Ref: 24258)

Issue #05: Placing bills with funds activity on Proof Stage could take a long time to complete.

(Ref: 24243)

Issue #06: Approving a bill with fee allocation disabled could cause an AV error.

(Ref: 24247)

Issue #07: Undoing split bills may inflate hours on the original slips.

(Ref: 24259)

Issue #08: Holding slips on flat fee bills could prevent taxes from being charged.

(Ref: 24267)

Issue #09: Summarizing slips on bills can show Hours values incorrectly.

(Ref: 24284)

Issue #10: Spell Check process can underline description text.

(Ref: 24255)

Service Release for August 2018 (Timeslips 2019 and Timeslips Premium) adds the following enhancements:

Enhancement #01: Redesigned security system provides a summary view of timekeepers and allows you to require stricter passwords

Details: The updated security system (select Setup > Security > Security Settings) makes it easier to maintain security for your timekeepers, providing an overview of all timekeepers (such as when they logged in last and when their current password expired). It also allows you to set custom password rules, requiring timekeepers to create more difficult passwords.

Enhancement #02: Redesigned security system provides more control over access rights

Details: The updated security system (select Setup > Security > Security Settings) enhances the existing system, expands the areas where you can restrict access, now optionally preventing access to any specific report, and optionally preventing access to any specific timekeepers’ slips.

Enhancement #03: Custom "Extra" field and track dates available on invoice transactions

Details: You can add free-form text to any invoice transaction on the transaction’s Associated Details page.

You can also add tracking dates to each invoice transaction. On the Bills page of General Settings (select Setup > General), you can set up how these fields are populated automatically or you can enter information manually at any time. You can include these fields on a user-defined report or filter invoice reports by these fields.

Enhancement #04: Billing Info page for invoice transactions provides quick access to slips, transactions, and bill image.

Details: The new Billing Info page available for invoice transactions groups several pieces of information and reports. Here you can reprint the associated bill, review slips and transactions associated with the bill, and review the bill arrangement used on the bill.

Enhancement #05: Review LawPay transactions at startup

Details: You can now launch the LawPay Transactions list on startup using the Open Window or Also Open Window preferences (select Setup > Preferences and switch to the Startup and Exit page).

Enhancement #06: Customers can initiate a LawPay transaction from within eCenter

Details: If you subscribe to eCenter and have a LawPay account, you can now provide payment links to your customers who are set up in eCenter’s ClientAccess.

Enhancement #07: Import contact fields from files into Timeslips

Details: You can now use TSImport to import contacts from a file into Timeslips. This is useful if you’ve exported contacts from another application to a CSV file; you can not import them into Timeslips.

Enhancement #08: New option for Statements to "Only show unbilled transactions".

Details: When printing statements in previous versions, billed payments and other transactions were included only when you were reprinting invoices. You can now show billed transactions without reprinting finalized invoices. This is important for some customers, because the previous balance on statements is calculated based on the transactions appearing on the statement.

Enhancement #09: New "A/R Amount Billed" filter for Aged Invoice Listing.

Details: A new selection "A/R Amount Billed" filter has been added for the Aged Invoice Listing report (select Reports > Client) that allows selecting invoices by the amount originally billed.

Service Release for August 2018 (Timeslips 2019 and Timeslips Premium) fixes the following problems:

Issue #01: Rate type is blanked out for slips created in the timesheet on eCenter.

Details: You can create slips in eCenter using the timesheet. When you download these slips to Timeslips, the Rate Type may get blanked out.

(Ref: 24296)

Issue #02: The Transfer Money dialog box may show inflated values after it refreshes.

Details: You can use the Transfer Money dialog box (click Transfer Money from a transaction) to transfer unapplied amounts to other projects. When you switch the Apply To list, the values in this dialog box refresh, but they may show inflated values.

(Ref: 24286)

Issue #03: Duplicate transactions can appear in LawPay.

Details: When creating new payments in LawPay, if you do not download them to Timeslips for at least a day, when you eventually view the transactions in Timeslips, then duplicate copies of the transaction can display.

(Ref: 24312)

Issue #04: Printing and approving bills from the Billing Assistant will close the Billing Assistant.

Details: When viewing bills from the Billing Assistant (select Bills > Billing Assistant), you can use the controls at the bottom of the screen to preview, print, and approve bills. If you print bills to display, then print them to PDF from display, and then approve the bills, Timeslips would force the Billing Assistant to close.

(Ref: 24308)

Issue #05: The hours/rate column may not print correctly when you are summarizing time slips on bills that include flat rate slips.

Details: When designing bill layouts (select Bills > Bill and Statement Layouts), you can set the Time Charges section to Summarize by Timekeeper, Summarize by Task, or Summarize by Reference. When using one of these styles, the bill can show values in the Hours/Rate incorrectly for any Flat Rate slips included on the bill.

(Ref: 24307)

Issue #06:When using replacement slips, Timeslips was not always applying a client’s replacement slip rules first .

Details: A client can use replacement slip rules (select Slips > Replacement Slips) to merge multiple slips into a single entry on the bill. The client can use their own replacement slip rules or they can use rules associated with a template client. If rules associated with a client are similar to rules associated with a template client, Timeslips should use the client’s rule before considering the template client’s rule.

(Ref: 24310)

Issue #07: Generating a bill that includes split billing rules and replacement slips can cause an error.

Details: If a client is included on both split billing rules (select Bills > Split Billing Rules) and replacement slips (select Slips > Replacement Slips), then generating bills (select Bills > Generate Bills) for that client may cause an AV error.

(Ref: 24309)

Issue #08: "History + New" fields do not resolve properly on a bill when using Month-to-Date format..

Details: When placing "History + New" fields on a bill layout (select Bills > Bill and Statement Layouts), you can choose which history totals to draw values from (such as Month to Date, Year to Date, or Inception to Date). If you choose Month to Date, values were not resolving properly on the printed bill.

(Ref: 24293)

Issue #09: Custom number fields round incorrectly on bills.

Details: If you place a custom number field (select Setup > Custom Fields) on a bill layout (select Bills > Bill and Statement Layouts), the field may round incorrectly when you print the bill.

(Ref: 24294)

Issue #10: On statements, the Other Distribution amounts may be omitted.

Details: When printing statements (select Bills > Generate Statements), you can mark the "Show payment distribution to invoice" report option to show transaction distribution details. These details can include Other Distribution amounts that total "Transferred Amount" and "Not yet applied" values from each transaction. In some cases, the Other Distribution lines were excluded from the statement.

(Ref: 24311)

Issue #11: When using the Print To Display preferences, you cannot print from some areas of Timeslips.

Details: Preferences (select Setup > Preferences > Menus and Commands) contains a Print From Dialogs preference that allows you to Print To Display from some dialogs that didn’t traditionally support this option. When this preference was set to Print to Display, Timeslips couldn’t print from the G/L Entries Ready to Post dialog box (select Accounting > Transfer to G/L > OK > Print) or from the Bill Stages dialog box (select Bills > Approve or Clear Bills > Report). Timeslips now ignores this setting from these two areas.

(Ref: 24289)

Issue #12: Bill Arrangement Listing report is not showing amounts for adjustment arrangements.

Details: The Bill Arrangement Listing (select Reports > Client) shows details of the bill arrangement set up for each client. This report was not including amounts for adjustment arrangements.

(Ref: 24299)

Issue #13: Nickname 2 does not always show on reports when sorting by Nickname 2.

Details: On some reports such as the Aged A/R Balances report (select Reports > Billing), you can use the "Also show this name" option in Report Options to determine which types of names show for each record. If "Also show this name" is set to Nickname 1 and "Place name on same line as values" is unmarked and you are sorting the report by Nickname 2, then the report should show Nickname 1 and Nickname 2 for each record.

(Ref: 24303)

Issue #14: Amount Billed filter on Aged Invoice Listing may not work properly.

Details: On reports, you can use the Selection Filters page of Report Entry to filter which records appear on the report. When using the Amount Billed filter on the Aged Invoice Listing report (select Reports > Client), Timeslips can return unexpected records.

(Ref: 24305)

Issue #15: Timekeeper Collections by Period report is not showing the last month column before totals.

Details: When printing the Timekeeper Collections by Period report (select Reports > Timekeeper), the last month column before the totals column is excluded from the report.

(Ref: 24306)

Issue #16: When printing some reports to Excel, nicknames may appear in the wrong column.

Details: When printing reports such as the Aged A/R Balances report (select Reports > Billing) to Excel, setting the "Also show this name" report option to "Nickname 1" or "Full name" may cause column titles to print incorrectly or may cause names to print in the wrong column.

(Ref: 24313)

Issue #17: G/L Transfer Register showed the account number in both the GL Account and the GL Account Name columns.

Details: When printing the GL Transfer Register (select Reports > Other), the account number was included in the GL Account column and the GL Account Name column. Now the GL Account Name column shows the type of account associated with each GL Account.

(Ref: 24302)

Issue #18: When previewing reports, you should not be able to drill down to closed slips.

Details: When printing reports to Display, you can click on report fields to drill down to view their source records. However, with slip-based reports, you should not be able to drill down to closed slips. (Note: you can close slips with the Slips > Close Slips command.)

(Ref: 24290)

Issue #19: On History reports, the Total column may not follow the current report filters.

Details: When printing history-based reports (such as Client History by Period or Timekeeper History by Period), the date filters (set up on the Selection Filters page of Report Entry) determine the data appearing on the report. The Total column, however, was not following these selection filters.

(Ref: 24291)

Issue #20: On Timekeeper Collections report, the Timekeeper filter does not exclude all expected records.

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. When filtering the Timekeeper Collection report by a Timekeeper filter, additional transactions may be included on the report.

(Ref: 24295)

Issue #21: Using Timekeeper filters on the Available WIP Listing, Timeslips shows "No data was selected".

Details: On reports, you can use the Selection Filters page of Report Entry to filter records. When printing the Available WIP LIsting, if you set up Timekeeper filters, the report may find no matching records when there are matching records.

(Ref: 24287).

Issue #22: Using the Client Master Client filter on the Client Default Rates report may product an error.

Details: On reports, you can use the Selection Filters page of Report Entry to filter which records appear on the report. When using the Client Master Client filter on the Client Defaults Rate report (select Reports > Client), Timeslips can display an error.

(Ref: 24300)

Issue #23: Text can overlap on the Fee Allocation report.

Details: When printing the Fee Allocation report (select Reports > Timekeeper), if "Show Each Payment" in unmarked in Report Options, some values in the report may print over other values..

(Ref: 24304)

Issue #24: When assigning relative dates to Budgets, the dates did not update as today’s date changed.

Details: When setting up budgets (select Names > Budgets), you can use relative dates to assign a date range to the budget. As days pass, the relative dates can now change based on the relative rule you set up.

(Ref: 24285)

Issue #25: When doing a local install of Timeslips, some files required by LawPay are not copied to the local drive.

Details: In a multi-user installation, when you install Timeslips to a local workstation, ssleay32.dll and libeay32.dll are not copied to the local installation.

(Ref: 24288)

Issue #26: Creating a new database based on the current database fails if you do not have right to Categories.

Details: In Timeslips, you can create a new database based on the current database (select File > New > Database Based on Current) to pre-populate a new database with names from an existing database. If you have security set up (select Setup > Security > Security Settings) to prevent access to Categories, creating a new database based on an existing database will fail.

(Ref: 24292)

Issue #27: When adding a name using the navigator, ensuing conflict check may include other nicknames in search.

Details: When adding a new name using the navigator (such as the Manage Names page of the Office Manager navigator), if you have conflict checking enabled, the ensuing conflict check may also include the first client in the database.

(Ref: 24297)

Issue #28: Sample database will not convert properly.

Details: Timeslips provides a sample database preloaded with example data that you can use to explore features. If you accessed a sample database from a previous version, Timeslips would not be able to convert it properly.

(Ref: 24301)

Service Release for December 2018 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Create funds transactions from LawPay transactions

Details: When a client sends you money through LawPay, you can now use the LawPay Payments dialog box (select Transactions > LawPay Transactions) to create funds transactions (Payment to Account or Deposit to Account) from them.

Enhancement #02: Transfer unapplied payment amounts (suspense) to other clients

Details: In past versions of Timeslips, you could transfer unapplied payment amounts (suspense) to other related projects. You can now use transfer transactions (select Transactions > Accounts Receivable) to transfer unapplied payment amounts to other clients:

 you can use the Transfer transaction to transfer these amounts to other clients’ invoices

 you can use the Transfer to Funds transaction to transfer these amounts to other clients’ funds accounts.

Enhancement #03: Find exceptions that could cause unexpected billing situations

Details: The Billing Troubleshooter (select Bills > Troubleshooter) can alert you to scenarios that could cause unexpected billing situations, such as:

 clients who have not completed a job-based billing arrangement (in the previous SR, this was tracked in a separate dialog box).

 clients who have unapplied payment amounts along with open invoices

 clients who have unapproved payments that can pay off their outstanding balance

With each of these scenarios, Billing Troubleshooter offers actions to fix the potential problem.

Enhancement #04: Week View summarizes your firm’s time by timekeeper.

Details: The new Week View (select Slips > Week View), summarizing each of your timekeeper’s time by week. This view is not meant for time entry; it’s a quick was to see where timekeeper’s time was spent. If you’ve set up minimum hours for timekeepers, missing time will be highlighted for each day or week.

Enhancement #05: Tighter integration with Timeslips eCenter.

Details: New options in Timeslips allow tighter integration with Timeslips eCenter.

 Using the Complete Slips dialog box (select Special > eCenter > Complete Slips), you can now review all Not Complete slips for all timekeepers in your eCenter database and optionally mark slips as Complete so you can transfer them.

 Timeslips has a new startup preference (select Setup > Preferences) to check eCenter for changes. When there are changes to transfer, Timeslips will automatically open the Transfer Data with eCenter dialog box (select Special > eCenter > Transfer Data).

 Timeslips can include eCenter slips (slips that are still in the eCenter database) on some slip-based reports in Timeslips (select Reports > Slips). Within Report Options, use the new eCenter Options to choose which slips to show on the report.

Enhancement #06: Customize and deploy office-wide Timeslips preferences.

Details: When you save a preferences file as PREFS_DEF.XML in the Installation folder of your Timeslips server, then Timeslips will use that file as the preferences default for any new workstations. It also uses that as the default when workstations click the Default button.

Enhancement #07: New date-entry keyboard shortcuts to quickly jump to first or last of month.

Details: When working with date fields (such as in Slip Entry), a new F keyboard shortcut allows you to jump to the first day of the selected month; a new L keyboard shortcut allows you to jump to the last day of the selected month.

Service Release for December 2018 (Timeslips Premium and Timeslips 2019) fixes the following problems:

Issue #01: The Also Show This Name option does not affect the Firm Assistant Listing.

Details: When setting up reports, Report Options (click Options from the Report Entry) contain settings that affect the format and content of each report. On the Firm Assistant Listing (select Reports > Billing), the Also Show This Name option did not affect the report. 　

(Ref: 24314)

Issue #02: Names of specific accounts don’t show on the G/L Transfer Register.

Details: When using TAL to transfer information from Timeslips to your General Ledger, you can set up transfer options to use specific accounts related to specific names instead of comprehensive accounts for all names. For example, you can transfer Charges related to Fees to Timekeepers accounts. However, when you printed a G/L Transfer Register (select Reports > Other), the report did not show the account name that distinguished the specific Timeslips name.

(Ref: 24315)

Issue #03: Long nicknames can overlap other data in the Aged A/R Balances report.

Details: When printing the Aged A/R Balances reports (select Reports > Billing), if nicknames are over 15 characters, they can overlap other data on the report.

(Ref: 24316)

Issue #04: On deposit transactions, the "Transfer this entry to the general ledger" option does not save.

Details: On Deposit transactions (select Transactions > Client Funds), if you marked "Transfer this entry to the general ledger" the option would not save properly.

(Ref: 24317)

Issue #05: Data Entry Assistant is not filtering data properly.

Details: When using the Data Entry Assistant (select Special > Data Entry Assistant) to review when data was changed, the records displayed did not always follow the date filters you used.

(Ref: 24318)

Issue #06: "Show Thousands separator on number fields" option does not affect bill cover page.

Details: When designing bill cover pages, you can insert data fields (like New Charges Total) into a text field to build messaging for your clients. Fields added in this way were not being affected by the global report option "Show Thousands separator on number fields" (select Reports > Global Report Options).

(Ref: 24319)

Issue #07: Last Bill Date filter does not affect the Clients Not Billed report.

Details: When printing the Clients Not Billed report (select Reports > Billing), adding a Last Bill Date filter does not affect the report.

(Ref: 24320)

Issue #08: Running timers on the time sheet do not increment until after you stop the timer.

Details: When using the time sheet (select Slips > Time Sheet > Slip Entry) to track time, a running timer was not incrementing until after you stopped it. In previous versions, it would increment on the time sheet.

(Ref: 24321)

Issue #09: Using filters on Aged A/R Balances by Date report can inflate values on the report.

Details: When printing the Aged A/R Balances by Date report (select Reports > Billing), if you use selection filters to limit records on the report, then some report values and inflate.

(Ref: 24322)

Issue #10: Sorting a slip list on Timeslips Today slip list may not sort properly.

Details: When viewing Timeslips Today on a navigator (select Special > Navigator), you can choose which sections are displayed. If you include a slip list section and set up sorting on that section, the resulting sort order can be incorrect.

(Ref: 24323)

Issue #11: The Transfer Money dialog box may not show all related projects.

Details: When viewing a payment with an unapplied amount, you can click Transfer Money to open the Transfer Money dialog box, where you can transfer the unapplied amount to a related project. If there are over 100 related project, they all might not be listed.

(Ref: 24324)

Issue #12: When using LEDES 2000, some fields in the audit file were not populating properly.

Details: When using LEDES 2000 to audit billing, you viewing a payment with an unapplied amount, you can customize templates (select Setup > Audit Files) to determine how Timeslips data is mapped in the audit file. Some fields, like Timekeeper ID and Billing Contact ID, were formatted incorrectly.

(Ref: 24325)

Service Release for March 2019 (Timeslips Premium) adds the following enhancements:

Enhancement #01: New filtering options when preparing for bills.

Details: When preparing for billing, you can now include only those clients with billable charges. On Pre-bill Worksheets or Totals Only Worksheets (select Reports > Billing), unmark the new "Include bills with activity and no billable charges" option; on Billing Assistant (select Bills > Billing Assistant), use the new "any billable charges" rule.

(Ref: 90711)

Enhancement #02: Generation of Bills Completed shows additional information.

Details: After printing bills (select Bills > Generate Bills), the Generation of Bills Completed dialog box shows information about the bill run. This screen now shows additional totals, such as number of bills that will be sent by email and the number of clients with no data.

(Ref: 86610)

Enhancement #03: Additional searching available for Name Filters

Details: When using name filters to filter the contents of a report, you use the new Find field to limit the timekeepers, clients, tasks, expenses, or references displayed. Type a few characters in the Find field and the name list will show names that include the search string anywhere in the nicknames or full name. You can mark those you want to include in the report.

(Ref: 86596)

Enhancement #04: View a specific page of a displayed report

Details: When printing reports to Display, you can now use controls in the bottom left to jump to a specific page of the report. In previous versions you had to move through the report one page at a time, but now you can scroll through the report or jump to a specific page.

(Ref: 91317)

Enhancement #05: Duplicate one slip to many clients

Details: Some firms often make duplicates of current slips and assign them to other clients. You can now speed up this process. From the Time and Expense Slip List (select Slips > Time and Expense Slips), right click on a slip and choose Duplicate to Multiple Clients.

(Ref: 86600)

Enhancement #06: Additional details available when managing active slips

Details: For firms that use the stopwatch to time slips, the Stop Timers dialog box (select Slips > Stop Timers) now includes more information to help you manage active slips.

(Ref: 86594)

Enhancement #07: Simplified invoice payment

Details: When you receive a payment from a client, there is a new shortcut to speed up the entry in Timeslips. From the Accounts Receivables List (select Transactions > Accounts Receivable), right click on the invoice being paid and choose Pay This Invoice. Timeslips will start a new payment, filling in many of the fields for you.

(Ref: 86608)

Enhancement #08: Simplified reverse payment

Details: If you have to reverse a payment from a client, there is a new shortcut to speed up the entry in Timeslips. From the Accounts Receivables List (select Transactions > Accounts Receivable), right click on the payment being reversed and choose Reverse This Payment. Timeslips will start a new reverse payment, filling in many of the fields for you.

(Ref: 86609)

Enhancement #09: Additional totals on Accounts Receivable List

Details: The Accounts Receivables List (select Transactions > Accounts Receivable) now shows totals for Debits and Credits below the list.

(Ref: 86604)

Enhancement #10: Apply credits to open invoices

Details: When you enter credits, the Apply All button is available, which can apply the credit amount to multiple open invoices at the same time.

(Ref: 86599)

Enhancement #11: Data Summary provides an overview of database contents

Details: The Data Summary (select Special > Data Summary) provides an overview of your database, including number of slips, transactions, clients, reference, bill images, etc.

(Ref: 86616)

Enhancement #12: Review logged-in users

Details: When you have security set up (select Setup > Security > Security Settings), supervisors can use the new Logins page to audit database access. Use this list to review when other logins accessed the database, the application they used, and the name of their workstation.

(Ref: 86612)

Enhancement #13: Display Firebird information in TSAdmin

Details: You can use Timeslips Administrator (select Special > Timeslips Administrator) to troubleshoot problems in Timeslips. When you click Diagnose This Computer, the Firebird Database Engine section now shows the version of Firebird you are using.

(Ref: 91318)

Service Release for March 2019 (Timeslips Premium) fixes the following problems:

Issue #01: Creating references for new clients could cause AV errors.

Details: When creating new references (select Names > Client References), you select a client to associate with them. If the client you choose is new and has not yet been saved, you can receive an AV error.

(Ref: 39244)

Issue #02: Creating clients through the API may fail.

Details: When using a third-party applications with Timeslips, like TimeMatters or Amicus, those applications can send new clients to Timeslips. This process can fail if your default client template in Timeslips has "Send bills via email" set.

(Ref: 39268)

Issue #03: Bills are not generated for 0-balance bills that contain a manual invoice and a payment in full

Details: You can add manual invoice transactions to Timeslips (select Transactions > Accounts Receivable) and then include them when generating bills (select Bills > Generate Bills). However, if your bill only included the invoice and payment that pays off the invoice, Timeslips would not generate the bill.

(Ref: 39262)

Issue #04: Precision and Rounding settings may cause incorrect rates on bills.

Details: You can control how Timeslips calculates and rounds values, using the "Adjustments to individual charges" fields on the Charges page of Client Information (select Names > Client Info). Some combinations of these settings would cause incorrect rate rounding on bills that summarized charges.

(Ref: 39260)

Issue #05: TIF attachments are not printing with bills.

Details: When creating slips (select Slips > Time and Expense Slips), you can use the Attachments section at the bottom of the slip to attach an image file to it. When printing bills (select Bills > Generate Bills), you can use the Options dialog box to "Print attachments" with bills. If you attached a TIF image to a slip, it wasn’t printing properly with bills.

(Ref: 39248)

Issue #06: Reprint Bills does not show New Charges and Invoice Balance values for Proof Stage bills.

Details: You can use the Reprint Bills dialog box (select Bills > Reprint Bills) to review and reprint past bills. For Proof Stage bills, the list of reprint bills did not show New Charges and Invoice Balance values properly.

(Ref: 39257)

Issue #07: Payments might not be marked as Billed if a bill is hidden.

Details: When printing a bill run (select Bills > Generate Bills), you can hide certain bills but still process their content. One example of this is when clients pay off their previous balance and have no additional charges, you can hide client who are "pain in full". When hiding these types of bills, sometimes the payments were not properly marked as billed.

(Ref: 39259)

Issue #08: Applying new payments may not default to the current client.

Details: When viewing the details of an invoice transaction (select Transactions > Accounts Receivable), you can use the Apply New button to apply new transactions to the invoice. When applying a new payment in this way, the Client field might not default to the current clients properly.

(Ref: 39249)

Issue #09: Manual invoice transactions do not transfer to TAL or TAL PRO.

Details: If you create invoice transactions manually (select Transactions > Accounts Receivable), they will not appear properly on the G/L Transfer Register (select Accounting > Print G/L Transfer Register Report), so they will not transfer to your General Ledger.

(Ref: 39261)

Issue #10: New funds transactions are not following funds preferences.

Details: You can set up preferences (select Setup > Preferences) to simplify data entry. For example in the New Transaction Rules, you can set up preferences to copy fields into new transactions. However, new funds transactions might not copy over the Client Funds Account or the Date.

(Ref: 39270)

Issue #11: Legal Solutions Suite is not moving bills to Audit Stage.

Details: When printing bills, you can export bills to audit house formats (select Setup > Audit Houses) to have them audited. If you use the Legal Solutions Suite format, the bills might not move to the Audit Stage after you export them.

(Ref: 39263)

Issue #12: On the Client Budget by Reference report, filtering references was not excluding records.

Details: When setting up the Client Budget by Reference report (select Reports > Client), you can use the Selection Filters page to filter some data from the report. If you use the Reference Selection filter to exclude certain references, the report was not affected.

(Ref: 39273)

Issue #13: The Client Budget by Reference report does not sort properly.

Details: When setting up the Client Budget by Reference report (select Reports > Client), you can use the Sort and Subtotal page to sort the report. This report was not following sort settings properly.

(Ref: 39272)

Issue #14: Custom printer settings may not save with reports.

Details: When changing printer settings (select File > Print Setup) and saving them with the current report, the printer settings were not always saved properly. The report used the workstation’s default printer instead.

(Ref: 39269)

Issue #15: On user-defined slip reports, the BSV - AR field could show negative values.

Details: You can design your own slip reports using user-defined slip reports (select Reports > Slips). Many fields are available to add to your report. If you included the "BSV - AR" field, amount displayed could be incorrect, showing a negative value.

(Ref: 39246)

Issue #16: Overwriting may not update a saved filter template.

Details: When setting up reports in the Report Entry dialog box, you can add selection filters that determine which records to include in the report. Using the toolbar to the right, you can save a set of filters as a filter template that you can retrieve for use with related reports. However, if try to update a filter template with new dates, the new dates might not save correctly.

(Ref: 39258)

Issue #17: Aged A/R Balance report might not show Nickname 2.

Details: When setting up the Aged A/R Balance report (select Reports > Billing), you can use the Sort and Subtotal tab to choose how the report is sorted. If you sort by Nickname 2 and use the "Also show this name option" to show another name, Nickname 2 might not show on the report.

(Ref: 39247)

Issue #18: Using custom calculations on a user-defined client summary report could cause AV errors..

Details: When creating user-defined reports, you can use your own custom calculations. Including a custom calculation on user-defined client summary reports (select Reports > Client) could cause AV errors.

(Ref: 39256)

Issue #19: When logged in a Supervisor, you might not be able to see other timekeeper’s slips.

Details: When accessing a database that has security set up (select Setup > Security > Security Settings), you can log in as the Supervisor to override any security restrictions. If settings for a login restricted access to other timekeeper’s slips, logging in as the Supervisor might also follow these restrictions.

(Ref: 39271)

Release for April 2019 (Timeslips Perpetual 2020) adds the following enhancements:

Enhancement #01: Create funds transactions from LawPay transactions

Enhancement #02: Customize and deploy office-wide Timeslips preferences.

Details: When you save a preferences file as PREF_DEF.XML in the Installation folder of your Timeslips server, then Timeslips will use that file as the preferences default for any new workstations. It also uses that as the default when workstations click the Default button.

Enhancement #03: New date-entry keyboard shortcuts to quickly jump to first or last of month.

Enhancement #04: New filtering options when preparing for bills.

(Ref: 90711)

Enhancement #05: Generation of Bills Completed shows additional information.

(Ref: 86610)

Enhancement #06: Additional searching available for Name Filters

(Ref: 86596)

Enhancement #07: View a specific page of a displayed report

(Ref: 91317)

Enhancement #08: Additional details available when managing active slips

Details: For firms that use the stopwatch to time slips, the Stop Timers dialog box (select Slips > Stop Timers) now includes more information to help you manage active slips.

(Ref: 86594)

Enhancement #09: Simplified invoice payment

(Ref: 86608)

Enhancement #10: Simplified reverse payment

(Ref: 86609)

Enhancement #11: Additional totals on Accounts Receivable List

Details: The Accounts Receivables List (select Transactions > Accounts Receivable) now shows totals for Debits and Credits below the list.

(Ref: 86604)

Enhancement #12: Apply credits to open invoices

Details: When you enter credits, the Apply All button is available, which can apply the credit amount to multiple open invoices at the same time.

(Ref: 86599)

Enhancement #13: Display Firebird information in TSAdmin

(Ref: 91318)

Release for April 2019 (Timeslips Perpetual 2020) fixes the following problems:

Issue #01: Creating references for new clients could cause AV errors.

(Ref: 39244)

Issue #02: Creating clients through the API may fail.

(Ref: 39268)

Issue #03: Bills are not generated for 0-balance bills that contain a manual invoice and a payment in full

(Ref: 39262)

Issue #04: Precision and Rounding settings may cause incorrect rates on bills.

(Ref: 39260)

Issue #05: TIF attachments are not printing with bills.

(Ref: 39248)

Issue #06: Reprint Bills does not show New Charges and Invoice Balance values for Proof Stage bills.

(Ref: 39257)

Issue #07: Payments might not be marked as Billed if a bill is hidden.

(Ref: 39259)

Issue #08: Applying new payments may not default to the current client.

(Ref: 39249)

Issue #09: Manual invoice transactions do not transfer to TAL or TAL PRO.

(Ref: 39261)

Issue #10: New funds transactions are not following funds preferences.

(Ref: 39270)

Issue #11: Legal Solutions Suite is not moving bills to Audit Stage.

(Ref: 39263)

Issue #12: On the Client Budget by Reference report, filtering references was not excluding records.

(Ref: 39273)

Issue #13: The Client Budget by Reference report does not sort properly.

(Ref: 39272)

Issue #14: Custom printer settings may not save with reports.

(Ref: 39269)

Issue #15: On user-defined slip reports, the BSV - AR field could show negative values.

(Ref: 39246)

Issue #16: Overwriting may not update a saved filter template.

(Ref: 39258)

Issue #17: Aged A/R Balance report might not show Nickname 2.

(Ref: 39247)

Issue #18: Using custom calculations on a user-defined client summary report could cause AV errors..

(Ref: 39256)

Issue #19: When logged in a Supervisor, you might not be able to see other timekeeper’s slips.

(Ref: 39271)

Service Release for May 2019 (Timeslips Perpetual) fixes the following problems:

Issue #01: Creating clients through the API may fail.

(Ref: 39268)

Issue #02: Precision and Rounding settings may cause incorrect rates on bills.

(Ref: 39260)

Issue #03: Reprint Bills does not show New Charges and Invoice Balance values for Proof Stage bills.

(Ref: 39257)

Issue #04: Payments might not be marked as Billed if a bill is hidden.

(Ref: 39259)

Issue #05: Applying new payments may not default to the current client.

(Ref: 39249)

Issue #06: Manual invoice transactions do not transfer to TAL or TAL PRO.

(Ref: 39261)

Issue #07: New funds transactions are not following funds preferences.

(Ref: 39270)

Issue #08: Legal Solutions Suite is not moving bills to Audit Stage.

(Ref: 39263)

Issue #09: On the Client Budget by Reference report, filtering references was not excluding records.

(Ref: 39273)

Issue #10: The Client Budget by Reference report does not sort properly.

(Ref: 39272)

Issue #11: Custom printer settings may not save with reports.

(Ref: 39269)

Issue #12: On user-defined slip reports, the BSV - AR field could show negative values.

(Ref: 39246)

Issue #13: Overwriting may not update a saved filter template.

(Ref: 39258)

Issue #14: Using custom calculations on a user-defined client summary report could cause AV errors..

(Ref: 39256)

Issue #15: When logged in a Supervisor, you might not be able to see other timekeeper’s slips.

(Ref: 39271)

Service Release for August 2019 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Restrict Slips After A Date

Details: You can now restrict slips that were entered after a specific date. For example, you may not want slips to be entered for future dates, so you can restrict dates entered after today, or after this week, or after this month. Go to Setup > General > Slip, A/R, and Funds to get to this new setting. It is named Do not allow saving slips with a date after. You can use a static date or a relative date (a relative date makes more sense).

(Ref: 95367)

Enhancement #02: Add Time Spent to the Stop Timers dialog box

Details: The Stop Timers dialog box (select Slips > Stop Timers) now shows the Time Spent for running timers. This is useful to verify no timers were left running by mistake.

(Ref: 92970)

Enhancement #03: Show the Stop Timers dialog box when timers meet threshold

Details: You can now set a time threshold for running timers. When Timeslips starts, if any slips with active timers meet the threshold, the Stop Timers dialog box (select Slips > Stop Timers) opens, allowing you to act on active timers. This helps you avoid runaway timers and inflated slip values.

(Ref: 93204)

Enhancement #04: Customize Columns on Name Lists

Details: You can now change the fields that appear in Name Lists:

· Timekeeper List

· Client List

· Task List

· Expense List

This can make lists more useful, showing fields that are more important to you.

For example, for clients, select Names > Client Info > click the List Appearance Options toolbar button to choose which fields to show in the list.

(Ref: 93201)

Enhancement #05: Print from Name Lists

Details: You can now print a quick list of names from name lists.

For example, for clients, select Names > Client Info > click the Print List toolbar button. The printed report will reflect any columns you’re showing and the current sort order applied to the list.

(Ref: 93202)

Enhancement #06: Searching Name Lists

Details: You can now search on any of the displayed columns in a name list.

For example, for clients select Names > Client Info; if the search bar (labeled Find) is not displayed, click Show Search. Enter the text you want to find and the list will show any matches.

(Ref: 92985)

Enhancement #06: Replenish Funds Email

Details: You can now email a funds replenishment request directly to a client at any time. Go to Transactions > Send Funds Replenishment Emails to show which clients are below their minimum funds balance. From here, you review when you last requested funds replenishment and send an email to them.

(Ref: 93398)

Enhancement #07: Password-Protected Bills and Statements

Details: You can now password-protect bills and statements printed to PDF, so unauthorized viewers cannot open them. To assign a password to a client, select Names > Client Info > open a client > Invoices > PDF Password.

You can also assign a global password for your firm, so you can view the PDFs without having to remember each individual password. To assign a global password, select Setup > PDF Setup > Security.

(Ref: 93397 / 94635)

Enhancement #08: Mark Slips as Exported

Details: This enhancement simplifies the process of marking slips as Exported. Before printing a user-defined slip listing, open Options and set the new When exporting, mark slips as Exported option.

(Ref: 95467)

Enhancement #09: Support for LawPay eChecks

Details: When a customer submits an eCheck in LawPay, that transaction is now available as a source for a new payment in Timeslips. In Timeslips, go to Transactions > LawPay Transactions to review LawPay transactions and act on them.

(Ref: 93395)

Enhancement #10: Provide new tokens for LawPay messages that include replenishment amounts

Details: There are now two additional tokens available for emails:

· LawPay Link with Invoice plus Replenish Amount

· LawPay Link with Balance plus Replenish Amount

These new tokens reflect values that take into account when a client must replenishment their client funds.

(Ref: 95366)

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.

(Ref: 40020)

Issue #02: Primary email addresses can save with ; at end, but this can cause an AV when sending emails

(Ref: 40031)

Issue #03: The default font in rich text fields (such as the slip description) can change from MS Sans Serif to Calibri on Windows 10.

(Ref: 40043)

Issue #04: When deleting a slip in Billing Assistant, the list refreshes and the focus moves to the first slip in the list. In BDE, the focus moved to the next slip.

(Ref: 40019)

Issue #05: From Billing Assistant, when spell checking during a bill or worksheet, slips are skipped.

(Ref: 40040)

Issue #06: In Billing Assistant, when setting up sorting for a bill, you cannot include subtotals when sorting by Reference Nickname 1.

(Ref: 40381)

Issue #07: When adding a Payment To Account to client with balance, Timeslips can optionally prompt to create a payment. That payment may get the wrong date recorded; because it doesn’t follow the date-copying preferences

(Ref: 40029)

Issue #08: On override clients, slips are not being generated and "billed". In BDE, the slips would get approved and processed only if the overhead client was included on a bill run with other clients that were generated.

(Ref: 40032)

Issue #09: On override clients, A/R transactions and Funds transactions are included in the bill run and being marked as billed. in BDE only slips were marked as billed but AR and Funds were left alone.

(Ref: 40038)

Issue #10: When showing Funds Replenish Below field on the bill, its values increases any time you refresh the bill.

(Ref: 40018)

Issue #11: 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.

(Ref: 40380)

Issue #12: On bills, the Timekeeper Summary section does not display correct values if you use Adjust by Timekeeper billing arrangement, and three or more Timekeepers are adjusted.

(Ref: 40036)

Issue #13: You cannot use negative numbers to filter transactions on the Accounts Receivable List dialog box, the Client Funds List dialog box, the A/R Transaction Listing report, or the Funds Transaction Listing report. You could do this in BDE

(Ref: 40017)

Issue #14: When filtering Statements by date, descriptions may not appear properly for some payments.

(Ref: 40024)

Issue #15: When filtering Statements by date, beginning balances and ending balances may not display the correct values.

(Ref: 40025)

Issue #16: In some situations, a round error caused a penny difference between Debits and Credits on the GL Transfer.

(Ref: 40041)

Issue #17: On User-Defined Client Reports, when using any format other than ITD on Columns Total section, Timeslips shows 0.00 values instead of the correct values. This happens for MTD, YTD, LM, LY

(Ref: 40044)

Issue #18: On Client Default Rates report, setting "Show nicknames as" to NN2 or Full Name doesn't seem to affect report. Always shows NN1.

(Ref: 40045)

Issue #19: Slip-based graph reports are not following security option "View only my slips"

(Ref: 40046)

Issue #20: When using both filtering and subtotals, the Slip Listing (and other Slip reports) can show multiple entries for the same name.

(Ref: 40037)

Issue #21: When filtering slip reports by a Timekeeper filter, the report is also showing the effects of a Timekeeper sort.

(Ref: 40026)

Issue #22: On User-Defined Slip Summary report, if you include a Custom Calculation that uses Timekeeper Overhead Cost, the value returned is 0.00.

(Ref: 40021)

Issue #23: If slip End Date is disabled, slip date filter may not work properly on bills and reports.

(Ref: 40022)

Issue #24: On the Days to Pay report, the option "include clients with 0.00 balance" does not work properly.

(Ref: 40023)

Issue #25: Aged Client Investment report will not show NN1 and NN2 on the same line

(Ref: 40030)

Issue #26: In TimeCapture, when "Allow multiple..." is marked and "Automatically capture..." is unmarked, TimeCapture may still capture time automatically. BDE didn't.

(Ref: 40039)

Issue #27: In eCenter ClientAccess, the "Make a Payment" link for LawPay can be misaligned in IE.

(Ref: 40033)

Issue #28: When using eCenter ClientAccess, Timeslips data transfer should review private text indicator and strip out private text before uploading to eCenter.

(Ref: 40034)

Issue #29: Clients in eCenter that are assigned to Timesheet templates are not removed from eCenter when they are excluded from eCenter using Special > eCenter > Manage Client Links.

(Ref: 40042)

Service Release for November 2019 (Timeslips Premium) adds the following enhancements:

Enhancement #01: New Report Types: User-Defined Transaction Reports

Details: 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). Both reports are available with Client reports (select Reports > Client). These reports can show data fields and totals from time and expense slips, accounts receivable transactions, client funds transactions, and clients, and display them in one report. Like with other user-defined reports, by choosing data fields, selection filters, and sort/subtotal options, you can make a variety of useful reports.

(Ref: 98560)

Enhancement #02: New Groups of Report Fields on User-Defined Client Reports

Details: When designing user-defined client listing reports or user-defined client summary reports (select Reports > Client), there are new groups of fields available to use. The fields in the Accounts Receivable Totals section allow you to show a/r transaction totals and distribution totals for the transactions included in your selection. The fields in the Funds Totals section allow you to show funds transaction totals for the transactions included in your selection.

(Ref: 98567)

Enhancement #03: New Field: Email Template field is now available on User-Defined Client Reports

Details: When designing user-defined client listing reports (select Reports > Client), you can add the Email Template to the report. This is useful to quickly view which template each client uses when emailing bills.

(Ref: 98564)

Enhancement #04: New Report: Client Balance Overview

Details: A new user-defined client report is now available with Client reports (select Reports > Client). The Client Balance Overview shows the current A/R balance for each client, along with the debit and credit totals contributing to the A/R balance. Because this is a user-defined report you can easily customize it further to fit your needs.

(Ref: 98565)

Enhancement #05: New Report: Top Clients Collected

Details: A new user-defined client report is now available with Client reports (select Reports > Client). The Top Clients Collected shows the totals payments collected for each client. Other details, such as total write-offs, discounts, and credits are available, but the report is sorted by total payments. Because this is a user-defined report you can easily customize it further to fit your needs.

(Ref: 98563)

Enhancement #06: New Report: Slips, A/R, and Funds by Client

Details: A new user-defined client report is now available with Client reports (select Reports > Client). The Slips, A/R, and Funds by Client report shows totals of each slip and transaction type for each month. It’s an easy way to audit the slips and transactions entered for each client on a monthly basis. Because this is a user-defined report you can easily customize it further to fit your needs.

(Ref: 98569)

Enhancement #07: When Setting up Selection Filters, Quickly Select All Related Projects

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". All related projects will automatically be marked for you. This can speed up project selection for clients with many projects.

(Ref: 98562)

Enhancement #08: Show History Period in Status

Details: When you are designing user-defined reports that include client history fields, you can choose which history totals to use. For example, one history total could use Inception to Date totals and another could use Year to Date totals. When you click on those fields in the report designer, you can now see which history total the field is using.

(Ref: 98568)

Enhancement #09: Chat Link is now Available on Mail Menu

Details: When using Timeslips, you can now click Live Chat on the main menu to connect with Support.

(Ref: 98581)

Enhancement #10: Chat Link is now Available on Mail Menu

Details: When using Timeslips, you can now click Live Chat on the main menu to connect with Support.

(Ref: 98581)

Enhancement #11: Access Latest Release Notes from the Help Menu

Details: When using Timeslips, you can now access the latest Release Notes from the Help menu. Select Help > Sage Support > View latest release notes to review the latest changes.

(Ref: 98857)

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. (Ref: 40694)

Issue #02: When using name masks (select Setup > General > New Names), Name Lists like the Client List (select Names > Client Info) may not remember they were sorted in descending order. (Ref: 40695)

Issue #03: When using name masks (select Setup > General > New Names), Nickname 2 may show incorrectly on the information screen (for example, on Client Information). (Ref: 40696)

Issue #04: The "Pull data from open dialogs when creating new slips" preference (select Setup > Preferences > New Slip Rules) could cause incorrect names to be inserted on slips. This could happen when a Bill Reminder (select Bills > Bill Reminders) is displayed when you create a new slip. (Ref: 40692)

Issue #05: From the Report List (select Reports > Billing), the View Full Example link to the right may not open the Sample Reports PDF. (Ref: 40684)

Issue #06: On Client Default Rates report (select Reports > Client), setting "Show nicknames as" to Nickname 2 or Full Name doesn't affect the Source Name column. It always shows Nickname 1. (Ref: 40045)

Issue #07: On Flat Fee Analysis report (select Reports > Client), marking "Release slips marked on hold" did not change the Hold status for the report. (Ref: 40698)

Issue #08: On the Timekeeper Collections report (select Reports > Timekeeper), sorting by custom field and then by Nickname 1 could show odd subtotals. (Ref: 40718)

Issue #09: On some reports, like Client History (select Reports > Client), if you marked "Automatically reduce the font size to fit the page", the report would not remember the setting and the setting would not affect the report. (Ref: 40719)

Issue #10: On the enhanced navigator, global selection filters were not always applying properly to data totals sections. (Ref: 40706)

Issue #11: On Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today), when adding a section that shows Today’s Billable Slips, the section may not filter the slips properly so other slips are also displayed. (Ref: 40689)

Issue #12: In Data Verification (select File > Data Verification), using "Check Accounts Receivable Balances" may not find some balances that need to be rebuilt. (Ref: 40717)

Issue #13: TimeCapture (select Special > TimeCapture) could ignore security settings (select Setup > Security > Security Settings) and allow slip creation without logging in. (Ref: 40713)

Issue #14: Timeslips could ignore security settings (select Setup > Security > Security Settings) that affect maintaining abbreviations (select Setup > Abbreviations). (Ref: 40716)

Issue #15: Timeslips Administrator (select Special > Timeslips Administrator) can now identify and correct problems with default history bill template. This problem could prevent you from importing client info to your database. (Ref: 40702)

Service Release for March 2020 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Billing Cycle: Undo Multiple Bills

Details: If you need to change details on a client's bill, in previous versions you were able to undo only the last approved bill. Now, you may be able to undo multiple bills for that client. Select Bills > Undo Multiple Bills to open the Undo Multiple Bills dialog box.

This undo process provides images of any bills you undo. 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.
Please note that only bills generated after build 29.0.0.000 will be available to undo with this feature. You can see which build was installed for each bill run on the Review Bill Runs dialog box (select Bills > Review Bill Runs).

(Ref: 102682)

Enhancement #02: Find and Replace

Details: You can use Find and Replace to search for text within many areas of Timeslips and replace it with other text. For example, a client may have changed its firm name and you want to quickly change that name in slip descriptions, payment descriptions, and other areas. To search for text, select Special > Find and Replace to open the Find and Replace dialog box.

(Ref: 102681)

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. Note: For tasks, this field is on the Billing page of the Task Information dialog box; for expenses, this field is on the Billing page of the Expense Information dialog box.

(Ref: 41308)

Issue #02: When viewing Client Information (select Names > Client Info), you can click the Export button from the toolbar to export values from one client to other clients. Exporting custom field values from one client to other clients could cause a SQL error.

(Ref: 41316)

Issue #03: You can set up a task (select Names > Task Info) to use a Flat rate when calculating the value of its slips. Sometimes when you created a new slip (select Slips > Time and Expense Slips) for that task, the rate type on the slip wasn’t automatically being set to Flat.

(Ref: 41310)

Issue #04: When using LawPay (www.LawPay.com) to accept payments and synchronize them with Timeslips, credit card payments with names over 45 characters can cause a SQL error.

(Ref: 41313)

Issue #05: You can create Transfer transactions to transfer unapplied payments from one client to another. When you create a Transfer transaction by clicking Transfer Payment on an existing Payment, the resulting Transfer transaction will not post to your general ledger (for those customers using TAL or TAL Pro).

(Ref: 41313)

Issue #06: When printing reports (select Reports > Slips), some user-defined reports were not showing the subtotals. You can set up subtotals on the Sort and Subtotal page of Report Entry.

(Ref: 41305)

Issue #07: When previewing the pre-bill worksheet (select Bills > Pre-bill Worksheet) on display, if you click on a Fund Replenishment amount, Client Information may open to the wrong client.

(Ref: 41309)

Issue #08: Statements (select Bills > Generate Statements) may ignore date filters that you set up, so transactions that you wanted to exclude may show on the statement. Note: You can set up selection filters on the Selection Filters page of Report Entry.

(Ref: 41307)

Issue #09: When sending bills to your clients by email (select Bills > Generate Bills), pages within the emailed PDF could be out of order.

(Ref: 41306)

Issue #10: When printing bills, you can set up options to include other items in the bill run, such as envelopes, a bill summary worksheet, or an invoice listing. If you included a bill summary worksheet, Timeslips may display an error and close.

(Ref: 41318)

Issue #11: You can use Alerts (select Special > Alerts > Manager) to notify you of data-related events. Alerts that you set up to notify you of events related to client funds may not trigger properly.

(Ref: 41312)

Issue #12: When hiding features using Features Enabled (select Setup > Features Enabled), the Setup > Performance Settings command could be mistakenly hidden. Note: The Performance Settings command is used to quickly disable features that could affect database performance.

(Ref: 41311)

Service Release for June 2020 (Timeslips Premium) adds the following enhancements:

Enhancement #01: Printing PDF Attachments with Bills

Details: Timeslips let’s you attach files to slips (at the bottom of Slip Entry) or to clients (on the Documents page of Client Information). In both cases, you can mark the attachment to print with the bill. When printing attachments with bills, previous versions of Timeslips could only print image-based attachments (such as JPG or PNG images). Timeslips can now also print PDF-based attachments.

To access the new option:

select Bills > Generate Bills
click the Options button
optionally mark Print PDF attachments

(Ref: 103322)

Enhancement #02: Maintaining Auto Payments when Undoing Bills

Details: In previous versions of Timeslips, when you undid approval for a bill that included automatic payments from funds, Timeslips would delete those payments. Now, you can choose how Timeslips handles that situation. for example preserving those payments.

To access the new option:

select Setup > General
switch to the Slips, A/R, & Funds page
use the Auto Payments options at the bottom of this screen to determine how to handle automatic payments

(Ref: 103323)

Enhancement #03: Add Audit House details to the Bill Stages dialog box

Details: You can use the Bill Stages dialog box (select Bills > Approve or Clear Bills) to move clients through the billing cycle. The pages of this dialog now show the audit house (if any) used to export each bill’s data for review.

(Ref: 98561)

Enhancement #04: Specify Format of Quantity field in Audit House Export

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.

(Ref: 103358)

Enhancement #05: Adding Last Transaction Date to Funds Account Listing

Details: When printing the Funds Account Listing report (select Reports > Funds Transactions), there is a new option, Show last transaction date. Use this option to show the date of the last transaction affecting each of the funds accounts included on the report.

To access the new option:

select Reports > Funds Transactions
double click on the Funds Account Listing
click Options
optionally mark Show last transaction date

(Ref: 103321)

Enhancement #06: Updating Other Report Fields

Details: On user-defined reports, bills, and statements, you can place database fields on the report layout and they show values from the database when you print the report. Several fields were showing blank values when printing the report.

(Ref: 103357)

Service Release for JUNE 2020 (Timeslips Premium) fixes the following problems:

Issue #1: When customizing bill layouts (select Bills > Bill and Statement Layouts), you can change the phrases that appear on bills. If you changed the “Other” phrase, which is used when summarizing slips by reference, bills do not reflect your changed phrase.

(Ref: 41539)

Issue #2: 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 Generation of Bills Completed dialog box, you may be prompted twice to select clients and send the approved bills by email.

(Ref: 41540)

Service Release for OCTOBER 2020 (Timeslips Premium) adds the following enhancements:

Enhancement #01: eCenter ClientAccess Administration

Details: Each account in Sage Timeslips eCenter can share account balances and transaction status with up to 100 of their clients. In past versions, you managed access for your eCenter clients through the Admin Functions page on Timeslips eCenter. We now offer improved management of Client Access directly in Sage Timeslips (select Special > eCenter > Manage Client Access). Here you can review all clients at once and also change access for clients in batches instead of one at a time.

(Ref: 105920)

Enhancement #02: Show eCenter Information in Timeslips Navigators

Details: When your timekeepers enter slips in eCenter, you have to mark those slips Complete and then transfer them to Timeslips before they can appear on bills. If you forget to do this before billing, your bills could be incomplete. We now offer an eCenter section for use in Timeslips navigators (select Special > Navigator) or in Timeslips Today (select Special > Sage Timeslips Today > Show Sage Timeslips Today). 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.

(Ref: 105922)

Enhancement #03: New eCenter fields for User-Defined Client Listings

Details: When designing user-defined client listings (select Reports > Client), there is a new report field available: eCenter Login. There is also a new selection filter: Client Has eCenter Login. Using both of these on a report, you can quickly print a listing of client logins currently in use for eCenter’s Client Access.

(Ref: 105920)

Enhancement #04: New Report: Aged WIP with Contact Info

Details: This new report is available within Client reports (select Reports > Client). It shows work in process for each client totalled by your custom aging periods. This report also includes phone and email information for each client in case you need to contact them about their upcoming charges. You can use the report as-is or customize it further by adding or removing fields in the Report Designer.

(Ref: 105693)

Enhancement #05: New WIP fields for User-Defined Client Listing

Details: When designing user-defined client listings (select Reports > Client), there are several new WIP-related report fields available. The new Aged WIP group adds over 30 new fields that you can use to build your own custom Aged WIP reports.

(Ref: 105693)

Service Release for OCTOBER 2020 (Timeslips Premium) fixes the following problems:

Issue #1: Within the Slip Entry dialog box (select Slips > Time and Expense Slips and double click on a slip), you can click the Export button from the toolbar to export slip fields from the current slip to other slips. When using this process, the Client field could be listed twice for export.

(Ref: 41964)

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.

(Ref: 41965)

Issue #3: You can use the Audit House Setup list (select Setup > Audit Houses) to set up templates for electronic billing. When creating or editing templates for one of the LEDES styles, the Law Firm ID value may not save correctly.

(Ref: 42014)

Service Release for JANUARY 2021 (Timeslips Premium) adds the following enhancements:

Enhancement #01: View the Time and Expense List by My Week or My Month

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. From the ‘View By’ field, choose My Week or My Month. Optionally click Print from the toolbar to include these slips in a Slip Listing report.

(Ref: 109380)

Enhancement #02: Show the Running Balance on the Accounts Receivable List

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.

To view the list in this format, select Transactions > Accounts Receivable to open the list, set ‘View by’ to Client, right click on the list and choose List Appearance Options, and then set Field Themes to Running Balance.

(Ref: 109381)

Enhancement #03: Include or exclude Proof slips on slip-related reports

Details: When viewing slips on the Time and Expense Slip List dialog box (select Slips > Time and Expense Slips) or when printing slip-based reports (select Reports > Slips), you can use selection filters to choose which slips to include.

There is now a Slip Proof selection filter so you can specifically include or exclude slips that are on Proof Stage.

On the Time and Expense Slip List, click the Selection button to use this selection filter.

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. This selection filter is available on the following reports: Slip Listing, Slip Summary Listing, User-Defined Slip Listing, and User-Defined Slip Summary.

(Ref: 103598)

Enhancement #04: Include or exclude all Time or all Expense slips on bill-related reports

Details: When viewing billing information or when printing bill-related reports (select Reports > Billing), you can use selection filters to choose which slips to include.

There is now a Slip Type selection filter so you can specifically include time slips or expense slips.

When reviewing billing information on the Billing Assistant (select Bills > Billing Assistant) or Firm Assistant (select Bills > Firm Assistant), click Selection to use this new selection filter.

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. This selection filter is available on the following reports: Generate Bills, Pre-bill Worksheet, Totals Only Worksheet, Firm Assistant Listing, and Firm Assistant Totals.

(Ref: 109382)

Service Release for JANUARY 2021 (Timeslips Premium) fixes the following problems:

Issue #1: Areas that showed Time Spent totals in decimal format could rarely be off by 1/100th (0.01) of a minute. (This did not affect slip values or billed values on reports or bills, only time values) Affected areas included pre-bill worksheet, billing assistant, time sheet, day view, and week view.

(Ref: 42414)

Issue #2: When approving bills for clients (select Bills > Approve or Clear Bills), you can automatically send a copy of the bill by email to clients with an email address assigned. Sending bills by email for a very large number of clients at once could result in a SQL error.

(Ref: 42415)

Issue #3: 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 Names > Client Info). However, if a closed client had an undoable bill, previous versions of Timeslips may have prevented the purge process.

(Ref: 42416)

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. In Report Options, if you unmark ‘Show the oldest period first’, report totals may be incorrect.

(Ref: 42417)

Service Release for MAY 2021 (Timeslips Premium) adds the following enhancements:

Details: On the Time and Expense Slip List (select Slips > Time and Expense Slips), set View By to My Day. The list will show slips for the logged in timekeeper for one day. (Ref: 110965a)

Details: On the Time and Expense Slip List (select Slips > Time and Expense Slips), when viewing slips by My Day, My Week, or My Month, you can now quickly move through groups of your slips.

For example, when viewing slips by My Month, you can click the < and > buttons to move through each month, you can click on the month name to enter another date, or you can click Today to jump back to the current month. (Ref: 110965b)

Enhancement #03: Show slip source information on slips and on the slip list.

Details: Timeslips tracks the source of where time and expense slips were created. You’ve been able to filter or sort Timeslips reports by this information. This is useful in firms that use eCenter, TimeCapture, or TSImport, if they have to review slips from other sources. This source information can now display within the Time and Expense Slip List (select Slips > Time and Expense Slips then right click on the list and choose List Appearance Options). It will also appear within Slip Entry (select Slips > Time and Expense Slips then open a slip) when the source is something other than Timeslips. (Ref: 88729)

Enhancement #04: Prevent access and changes to invoice Contributions information

Details: Timeslips shows contributions information on the Contributions tab of invoice transactions (select Transactions > Accounts Receivable and open an invoice). For invoices that had no associated slips (for example, billing arrangements with no slips or manually entered invoice transactions) Timeslips uses the Contributions tab to choose which timekeeper is associated with these charges. Timeslips now includes new security rights (select Setup > Security > Security Settings, then double click on a timekeeper, and switch to the Billing tab) to View Timekeeper Contributions and Edit Timekeeper Contributions. (Ref: 110988)

Enhancement #05: Approving a payment/credit/writeoff without sending out a bill

Details: If you receive a final payment from a client to close their account, or if you are crediting or writing off a balance to close their account, you may want to approve the bill without following the traditional bill process. From the Accounts Receivable List (select Transactions > Accounts Receivable) or from the Accounts Receivable Entry (open a transaction from the Accounts Receivable List), right click on the payment, credit, or write-off and choose Approve This Transaction, You cannot use this process if the client has any other charges, accounts receivable transactions, or client funds transactions. (Ref: 88727)

Enhancement #06: On the Billing Assistant List, you can show Nickname 1, Nickname 2 or Both.

Details: When viewing the Billing Assistant List (select Bills > Billing Assistant) you can now control which name will appear for each client. Right click on the list and choose Show Nickname 1, Show Nickname 2, or Show Both Names. You can also click and drag the sides of the list to adjust the width, if you need more room to fit names. (Ref: 110966)

Details: You have been able to set how many bill images to save for each client within General Settings (select Setup > General > Bills). Each saved bill adds to the size of your database, so you may not want to keep every bill image for every client. Now you set a limit that all clients will follow, while overriding this setting for specific clients. In the Invoices page of Client Information (select Names > Client and open a client), you can mark Keep all bill images for clients that you want to ignore the general setting and keep all bill images. (Ref: 110987)

Details: When reviewing time and expense entries, you may want to focus on slips that span multiple days to ensure they should span those days. There is now a Slip Spans Multiple Days selection filter that you can use on the Time and Expense Slip List dialog box (select Slips > Time and Expense Slips) and slip-based reports (select Reports > Slips). (Ref: 103603)

Details: There are four new fields available for user-defined client listing and user-defined client summary reports (select Reports > Client). These fields show totals of payment amounts for each client, excluding payment amounts that originated from client funds. When you are designing a report, they are available in the Accounts Receivable Totals group. They are: Payments Fees excl Funds, Payments Costs excl Funds, Payments Interest excl Funds, and Payments Total excl Funds. (Ref: 111048)

Details: Based on your settings (select Setup > General > Conflict Checking), you can check for conflicts when you create a new client or timekeeper. You can also check for conflicts at any time within the Client Information dialog box or the Timekeeper Information dialog box. During these conflict checks, you can now enter text to search for and Timeslips will search for that text throughout the database, along with the Nickname 1, Nickname 2, or Full Name for the current client or timekeeper. (Ref: 111037)

Details: If you use TimeCapture (select Special > TimeCapture) and you have security set up for Timeslips (select Setup > Security > Security Settings), you are prompted for a password when you convert slips from TimeCapture. When prompted, you can now mark Remember password for 15 minutes so if you are converting multiple slips individually, you don’t have to keep entering the password. (Ref: 111040)

Details: You can now set your preferences (select Setup > Preferences) to have Timeslips check for updates at startup. On the Startup and Exit page, set the frequency of when Timeslips will check for Product Updates. When an update is available, you will be notified in the bottom status bar of the Timeslips window. You can also check for updates at any time using the Help menu (select Help > Sage Support > Check for updates). (Ref: 86611)

Service Release for MAY 2021 (Timeslips Premium) fixes the following problems:

Issue #1: In a network installation, you run the “local installer” on any workstation that will use Timeslips. When running the “local installer” on a new, clean workstation, it will no longer install the TimeslipsBackup service for scheduled backups.

Issue #2: After patching a network installation, you will be prompted to update local workstations when you start Timeslips on those workstations. When updating local workstations in this way, if the TimeslipsBackup service for scheduled backups was not running on the workstation, then the patch will not restart it after the patch is applied.

Issue #3: You can use TSImport (select File > Import) to import data into Timeslips from files created by other applications. When setting up a TSImport template to import time slip data, accessing the attributes of the Rate Source field can cause an AV error.

Issue #4: Editing and saving a Payment from Account (PFA) transaction (select Transactions > Client Funds), can result in a "corrupted or illegal data” error.

Issue #5: Editing and saving the description of a Payment from Account (PFA) transaction using the Client Funds List (select Transactions > Client Funds), does not also update the description in the associated payment transaction.

Issue #6: When sorting the user-defined slip summary report (select Reports > Slips) by month and timekeeper, subtotaled names can incorrectly appear multiple times.

Issue #7: The BSV - CRE - WRO field on a user-defined slip report doesn’t calculate properly unless other credit and write-off fields are also included on the report.

Issue #8: If you set up fee allocation, you can include related fields on the user-defined client listing report (select Reports > Client). When designing the user-defined client listing, these fields will be available in the Client Custom group. Percent fields for fee allocation would not show proper values on the report unless you also included any field from the Client Balances group.

Issue #9: You can set up audit house templates (select Setup > Audit Houses) to send client billing data in different electronic formats. When sending data in LEDES1998BI format, if you use taxes then the LINE_ITEM_TAX_RATE and LINE_ITEM_TAX_TOTAL values can be inflated.

Issue #10: Using Timeslips Administrator (select Special > Timeslips Administrator), you can set the timeout due to inactivity for your Timeslips database (click the Database Timeout button at the bottom of the screen). The longest timeout due to inactivity that you can set now is 2 hours.

Issue #11: When using Data Verification through Timeslips Administrator (select Special > Timeslips Administrator) to repair data, you are prompted to back up your database to a file. Backing up to a single file instead of the server may result in an invalid backup path.

Issue #12: When linking with a third-party application like Amicus, Timeslips could have a problem posting entries from that application.

Service Release for AUGUST 2021 (Timeslips Premium) adds the following enhancements:

Details: After you install a patch, this screen opens when you start Timeslips. It provides an easy way to review the changes for the current service release and other recent service releases. It also helps you jump to the area of Timeslips that a specific change affects. Select Help > What’s New to open this screen at any time.

Details: The Mail Merge feature was available only in the Elite subscription tier. It is now also available in the Pro subscription tier. Go to Setup > Features Enabled and choose Feature List to review all features available.

Details: The Audit Trail system has been overhauled for much-improved performance. Go to Setup > Security > Audit Trails to initialize the system. This system can now track changes on many more fields. Go to Special > Audit Trails to review changes to data. It offers several views of data changes.

This work includes a rewrite of the Data Entry Assistant (select Special > Data Entry Assistant).

Details: You can now save and restore Timeslips desktops (select Window > Save Current Desktop).This tracks the set of Timeslips dialogs that are open and where they are placed). You can then use Window > Restore Current Desktop to restore a set of dialogs quickly.

Details: If your monitor configuration has changed and some dialogs are hidden off-screen, you can use the Window > Fit to Screen command to bring all dialogs back into view.

Details: In your Preferences (select Setup > Preferences), you can use the Colors page to change colors of some data entry screens. You can optionally change the color at the top of the screen or the whole screen for Slip Entry, Accounts Receivable Entry, or Client Funds Transaction Entry. This can help you quickly identify a dialog by color. You can use colors to classify transaction type (slip, a/r, and funds) or transaction state (new, saved, editing).

Details: Several areas in Timeslips have been updated to replace older or third-party components, making these areas faster and more secure. They are: Funds Entry, Save Report, Custom Field Entry, Alert Manager, Reference Change Classification wizard, Outlook Slip Entry, and Mini Slip View.

Details: The Timeslips Scheduled Backup service has been replaced with a more reliable process that utilizes Windows Scheduler. Timeslip Administrator provides assistance to customers to make this transition (select Special > Timeslips Administrator and click Scheduled Backups).

Details: Within the Startup and Exit page of Preferences (select Setup > Preferences), we have removed the “Remind me if a backup has not been made in xxx days” option. Instead you can use the “Back up the database” preference or use scheduled backups to ensure you are making daily backups.

Details: When printing a history bill (select Reports > Billing then double click on History Bill), you can set up selection filters to limit the slips and transactions to include. In the Transaction filter group, there are two new filters: Transaction Billed on Invoice No. and Transaction Billed on Invoice Date. These make it easier to include slips and transactions from a specific bill or series of bills.

Details: If you changed workstations, your network is down, or someone changed drive mapping, Timeslips may not be able to find your database and so it will open the Welcome to Timeslips screen where you can try to browse to your database. This screen now includes links to the About Timeslips dialog box, live Support chat, and remote sessions which all can assist with problems in case you need our Support staff to help you resolve this.

Service Release for AUGUST 2021 (Timeslips Premium) fixes the following problems:

Issue #1: When viewing slips on the Time and Expense Slip List (select Slips > Time and Expense Slips), you can enter and edit descriptions at the bottom of the list. Entering < or > in the description would move you off of the current view.

Issue #2: When you create a Payment From Account transaction (select Transactions > Client Funds), Timeslips creates a matching Payment transaction (select Transactions > Accounts Receivable). If you later edit the Payment transaction (for example to change the payment amount), Timeslips was not properly updating the Payment From Account transaction.

Issue #3: When displaying time values in HH:MM:SS format, such as on the time sheet (select Slips > Time Sheet > Slip Entry), time values can round incorrectly.

Issue #4: On the Accounts Receivables List (select Transactions > Accounts Receivable), you can right click on some transactions and choose Approve This Transaction to quickly approve the transaction without manually printing a bill. If you do this while the Billing Assistant List is open (select Bills > Billing Assistant), values in the list may not refresh properly.

Issue #5: You can use buttons on the navigator (select Special > Navigator) to quickly perform common actions. Using navigator buttons to create a new timekeeper did not launch the action properly.

Service Release for DECEMBER 2021 (Timeslips Premium) adds the following enhancements:

Details: When using LEDES 2000 or LEDES XML to export billing information, there are new setup options that provide you with more control over formatting the export files. Now you can further customize how these fields are formatted in the export files: <lf_remit_address>, <work_location_country>, <matter_perc_shar_fees> and <matter_perc_shar_exp>. You can also customize how Timeslips formats ampersand characters. Select Setup > Audit Houses to edit your electronic billing templates.

Details: If you are working with our Technical Support group, you may need to use a Remote Session so they can access your installation. The platform used for remote sessions has changed. When starting a remote session (select Help > Sage Support > Support Utilities > Remote Support Session), Timeslips now uses the following URL:

Service Release for DECEMBER 2021 (Timeslips Premium) fixes the following problems:

Issue #1: When using TimeCapture with Timeslips, if you log in as a different timekeeper in Timeslips, TimeCapture may not update to use that new timekeeper’s credentials (for example, when logging in to import slips).

Issue #2: When some 3rd-party applications use our API to link with Timeslips, the timekeeper list from Timeslips was not populated correctly in the 3rd-party application.

Issue #3: Some navigator buttons relating to inactive names are still available when that feature is unavailable (due to tiers) or disabled (in features enabled).