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Entering receipts

It would be a nice idea if payments could be entered in batch (multiple clients at one time) instead of entering one at a time.
Jeffrey Bookman 2 months ago in Account Receivables (A/R) 0

Search Feature in Filter for Slip Selection

In reports, I think that a search feature in the "Filter for Slip Selection" would be extremely helpful. Currently, you can only scroll to a slip number you want to select and it's very time consuming especially when you have numerous slips to sel...
Tish Crolius 2 months ago in Reporting 0

Navigator - Schedule of Unbilled Time always totals $0, regardless of the number of unbilled slips

Unbilled invoices should have a positive total, not $Zero
Gary Tenzer 3 months ago in Navigators & Procedures 0

Duplicate Slip Alert

When entering an Expense, have a field for an invoice number and then have TS recognize when a duplicate invoice number has been entered.
JillianG JillianG 6 months ago in Slips 0

Sort by Hold and Master Client fields on Client Information list

Timeslips user with a verrrry long Open client list regularly puts clients on Hold from the client list during the billing process. She then has to crawl through the list and remove the Holds individually. If she could sort by that column, she cou...
Heath Heath 6 months ago in Billing 0

My List options

If we could make My List Tasks restrictive, we could more tightly control which Tasks were used by Timekeepers. If the My List Tasks worked with Activities set by Client, we , could determine more tightly which Tasks were used, even going so far a...
Heath Heath 6 months ago in Activities 0

Client Activity selection is not restrictive.

We are allowed to choose activities to be associated with Clients. If we enter the Client before the Activity, we see only activities associated with the Client, However, if we choose the activity before choosing the client, we can choose activiti...
Heath Heath 6 months ago in Activities 0

Have a Start Date and End Date setup in the Tmeslips ECenter

Timeslips E Center needs to setup a Start Date and End Date just like it has in the Main Timeslips. Since it doesn't have it now, I need to enter the dates when I bring users monthly time into the main Timeslips. They write the Start Date and End ...
Barbara Schneier 7 months ago in eCenter 0

A/R Report by Timekeeper

A/R by Timekeeper is a frequent request among my client base. It is difficult task requiring heavy manual effort or Excel skills which make regular production not feasible. The alternative is a report produced outside of Timeslips - which is expen...
Heath Heath 7 months ago in Reporting 1

Annual Re-Occurring Billing Entry

My idea is to have the option to have a billing entry re-occur annually, whether it is a fee, cost, or task. We have over 300 clients that we bill a particular charge to once a year and having this feature would avoid me having to enter over 300 c...
Tish Crolius 8 months ago in Billing 1