Sage Timeslips Release Notes

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The list below summarizes the enhancements and fixes in the latest Timeslips Service Release.

To see an archived list of enhancements and fixes from older service releases please visit the following article:   Sage Timeslips Archived Service Release Notes

Service Release for September2023 Timeslips Premium adds the following enhancements:

Enhancement #1: Send items by email using Outlook 64-bit

Details: You can now send bills, bill reprints, statements, and payment receipts by email when using a 64-bit version of Microsoft Outlook. In Timeslips, press F1 and look up “email bills” in the Help Index for more information. (Ref: 228397)

Enhancement #2: Display slip descriptions for individual slips within rows of Slip List

Details: When viewing the Time and Expense Slip List, you can now show the slip's description in the list along with the other slip details. In previous versions, you had to click on each slip to view the associated description.

To make this change, select Slips > Time and Expense Slips, click List Appearance Options from the toolbar, and mark Show description on its own row.

(Ref: 227955)

Enhancement #3: Show Daily, Weekly, Monthly views in Slip List

Details: You can now quickly change the View of the Time and Expense Slip List to show slips By Day, By Week, or By Month for all timekeepers. When using any of these views, you can easily move to the previous or next group of slips for that time period.

To use these views, select Slips > Time and Expense Slips and change the View By field at the top of the list. (Ref: 227956)

Enhancement #4: On Project Summary Subtotals section of bills, provide new fields to account for Replenish funds.

Details: On bills that consolidate multiple projects, new total fields are available in the bill designer that account for amounts you're requesting clients send to replenish escrow. This ensures the Project Summary totals can match the individual project bills.

To edit bill layouts, select Bills > Bill and Statement Layouts and double click on a bill layout. (Ref: 199291)

Enhancement #5: On Statements there is a new filter available to select clients by their Balance Due.

Details: When printing a Generate Statements run, you can now filter clients to include only those with a balance due over a specified amount or an overdue balance due over a specified amount.

To print statements, select Bills > Generate Statements. (Ref: 226650)

Enhancement #6: On the Aged WIP with Contact Info report, there is a new Slip Type filter.

Details: When printing the Aged WIP with Contact Info report, you can now filter the results to show only Fees WIP or only Costs WIP.

To print this report, select Reports > Client. (Ref: 227958)

Enhancement #7: Print report from Billing Troubleshooter

Details: When using the Billing Troubleshooter to track potential billing issues, you can now print a report with details of each issue found.

To view this report, select Bills > Troubleshooter and if any items appear on the list, click the Print button. (Ref: 196632)

Enhancement #8: Display the assigned Bill Layout name and Email Template name in Billing Assistant

Details: When reviewing billing information in the Billing Assistant, you can now see which bill layout each client uses to format their bills and which email template each client uses to send bills by email.

To view this information, select Bills > Billing Assistant and view the Layout / Template information on the Overview page. (Ref: 199290)

Service Release for September 2023 Timeslips Premium fixes the following problems:

Issue #1: Timeslips Administrator was not opening in Admin mode. This could cause some settings on the Diagnose This Computer page to show an incorrect status. (Ref: 201358)

Issue #2: Opening the Time and Expense Slip List could display SQL errors as Timeslips retrieved notes. This could happen in a database with many slips. (Ref: 202014)

Issue #3: After undoing bill approval for a client, there was a rare case that balances on bills or in Billing Assistant could appear incorrect for that client. Note: the balance due tracked for the client was still correct. (Ref: 218271)

Issue #4: When using long Abbreviation tokens, they may have overlapped on the Abbreviation Listing report. (Ref: 227959)

Service Release for April 2024 Timeslips Premium adds the following enhancements:

Enhancement #1: Ability to show dollar signs and commas on slip and transaction lists and totals
Details: When viewing the Time and Expense Slip List, the Accounts Receivable List , or the Client Funds List, you can now change the format of list items and totals to show commas (thousands separators) and dollar signs (monetary symbols). From the Time and Expense Slip List, click List Appearance Options from the toolbar and then switch to the Colors and Appearance tab. The new formatting options appear at the bottom of this page. (Ref: 236410)

Enhancement #2: We’ve updated the entries available under the Help > Sage Support menu. (Ref: 230889)

Service Release for April 2024 Timeslips Premium fixes the following problems:

Issue #1: When using the fee allocation system to credit timekeepers for income related to their clients, Timeslips might not update the Fee Allocation tab of the invoice records  properly if you had disabled the client project feature. (Ref: 241388)

Issue #2: Timeslips did not prevent users from updating the date on billed funds transactions. (Ref: 240581)

Issue #3: Timeslips might not assign licenses properly for users accessing Timeslips Premium through Remote Desktop and Terminal Services on Windows Server 2019 and Windows Server 2022. (Ref: 237870)

Issue #4: If you renamed Timeslip.exe, opening Help > About Sage Timeslips Premium may not show all information and options correctly. (Ref: 213735)

Service Release for January 2025 (Timeslips Premium) adds the following enhancements:

Enhancement #1: Timeslips Premium can now connect to Timeslips Go.

Details: Timeslips Go is an add-on subscription to Timeslips Premium that replaces Timeslips eCenter. Timeslips Go allows your timekeepers to track their time and expenses while away from the office through a web browser on their workstation or phone. Visit our community hub for more information: (https://communityhub.sage.com/us/sage_timeslips/f/timeslips-premium-announcements/) (Ref: 195676)

January 2025 Release addresses the following issues:

Issue #1: Rich text characters could prevent slip transfer

Transferring slips from Timeslips Go to Timeslips Premium could fail due to combinations of carriage returns, extended apostrophes, and extended quotes. Timeslips Premium now accounts for these characters and imports them properly. (Ref: 285850)

Issue # 2: Fixed broken links to the Timeslisp Resource Center

Links from eCenter/Go messages in Timeslips Premium to the Timeslips Resource Center were not working. All links from Timeslips Premium to the Resource Center are now working.(Ref: 287796)

Issue # 3: Improved speed of Go data transfers.

The transfer process to send slips from Timeslips Go to Timeslips Premium could take several minutes.This process has been optimized to now take seconds (Ref: 287795)

Service Release for September 2025 (Timeslip Premium) adds the following enhancements:

Enhancement #1: Importing payment details 
Details: Some firms receive or generate lists of payments to use as a guide when entering those payments manually in Timeslips. An example of this is a firm that works with insurance
companies; the insurance company may pay off claims for multiple clients at once, sending a spreadsheet or comma-separated file with details of the batch of payments.
Using the Import Payments dialog box (select Transactions > Import Payments), you can now import those payment details to streamline the process of entering batches of payments.
(Ref: 244714)

Enhancement #2: Increase the size of Abbreviation tokens
Details: Abbreviations (select Setup > Abbreviations) allow you to set up tokens that expand to words, phrases, or sentences when triggered. The length of abbreviation tokens has been
increased to 15 characters, allowing you to set up more complex tokens or word replacement schemes.
(Ref: 353416)

Enhancement #3: Update Sage Timeslips Go dashboard
Details: If your firm uses Timeslips Go to enter slips remotely, you can use the Sage Timeslips Go dashboard (select Special > Timeslips Go) to review updates and transfer data. Some
firms access Timeslips Go through a remote session, like Remote Desktop and depending on their setup, the dashboard might not fit on their screen, cutting off some options.
Several improvements have been made to the Sage Timeslips Go dashboard, including:

• The dashboard now uses a smaller footprint to fit better on smaller screens.
• Some options are now available through right-click, so you can access them even when they are not onscreen.
• We've improved descriptions for some transfer notifications and error conditions.

(Ref: 343253)

Enhancement #4: Downloading slips from Timeslips Go by date
Details: If your firm uses Timeslips Go to enter slips remotely, you must download those slips to Timeslips Premium so you can include them on your bills. The Sage Timeslips Go dashboard (select Special > Timeslips Go) provides many options to download your Timeslips Go slips. Two new options allow you to download Timeslips Go slips within a specified date range: "Download completed slips by date" and "Download all slips by date".
(Ref: 254297)

Service Release for September 2025 addresses the following issues:

Issue #1: Extended characters may transfer from Timeslips Go incorrectly
When working with Timeslips Go, some firms will include extended characters in their slip descriptions. For example, users may write narratives in applications such as Microsoft Word,
which can auto-replace characters with extended characters, then the users paste them into their slip descriptions in Timeslips Go. Some of these extended characters could transfer to
Timeslips Premium incorrectly with random characters; examples include em dashes (—), en dashes (–), and accented letters such as á, é, and ñ. Timeslips Premium now transfers these
characters properly.
(Ref: 347372)

Issue # 2: Timeslips Go transfer could fail due to new logins
If you created a new login for Timeslips Go, but they did not yet log into Timeslips Go, the transfer process could fail. This scenario no longer prevents a transfer.
(Ref: 347406)

Issue # 3: Billing rates may not transfer for new or updated Timeslips Go timekeepers
After initially transferring data, if you added or updated timekeepers then billing rates for those timekeepers may not transfer to Timeslips Go properly. Now when you update the timekeeper email in Timeslips Premium, it will force all billing rates associated with that timekeeper to
transfer.
(Ref: 347407)

Issue # 4: Blank billing status could result from editing a slip in Timeslips Go
If an activity has a default Billing Status of Ignore in Timeslips Premium and you have the "Always enforce default billing status when changing clients on slips" option marked in General
Settings in Timeslips Go, then editing a slip with that activity in Timeslips Go and changing clients may result in a blank Billing Status.
(Ref: 352376)

Issue # 5: Incorrect field labels may appear for some address fields in Client Information
Depending on your version of Windows, some address fields within the Contact Info page of Client Information could have the wrong field labels. Timeslips now checks for country codes in multiple ways, in case your registry settings have changed.
(Ref: 298281)

Issue # 6: In Time Sheet Slip Entry, the quick template does not use nickname settings
In several areas in Timeslips, you can choose to view names by nickname 1 or nickname 2 (using the right-click menu) and Timeslips will remember that setting the next time you are in
that area. Timeslips Premium was not remembering that setting in Time Sheet Slip Entry (select Slips > Time Sheet > Slip Entry) when you exited the timesheet and returned. Timeslips
Premium is remembering that setting now.
(Ref: 347835)

Issue # 7: In Time Sheet Slip Entry, you cannot apply slip abbreviations
When entering slip descriptions for time sheet entries, you can right-click in the Description field and choose Abbreviations to access your abbreviations. When viewing the list of abbreviations this way, clicking Apply did not work. You can now apply abbreviations to descriptions when using the time sheet.
(Ref: 347836)

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