Skip to Main Content
Sage Timeslips Premium Ideas Portal
ADD A NEW IDEA

All ideas

Showing 126 of 126

AR: In the AR Entry, Add "Find Client by Invoice" tool to the TAB order.

Ease of use, so I don't have to switch between keyboard and mouse.
Tom Hinds almost 2 years ago in Account Receivables (A/R) 0

SETTINGS: Master preference file to use as default for all stations

No description provided
Tom Hinds almost 2 years ago in Other 0

NAV: On Navigators, allow formatting values; ex: commas for thousands separator

No description provided
Tom Hinds almost 2 years ago in Navigators & Procedures 0

BILLS: Update saved selection template when previewing bills

If using a saved selection filter to preview a bill run, you should be able to update that saved filter if you remove clients from the bill run during the preview.
Tom Hinds almost 2 years ago in Billing 0

CALENDAR: Enhance calendar functionality

1.) Filter the calendar by client 2.) Create calendar event templates For example, X client type requires events 1, 2, 3, etc. to be completed by date 1, 2, 3, etc. Each of the events would be assigned a category and a "Competed" flag. 3....
Tom Hinds almost 2 years ago in Other 0

AR: Assign transactions to a specific timekeeper's charges

Examples: This allows you to pay off one timekeeper's charges, or pay off one timekeeper before paying off another.
Tom Hinds almost 2 years ago in Account Receivables (A/R) 0

BILLS: On bill reminders, add "Quarterly" to the Remind Me frequency.

No description provided
Tom Hinds almost 2 years ago in Billing 0

NAMES: Ability to name a rate level.

By naming what a rate level represents, it helps those entering slips to choose the appropriate billing rate.
Tom Hinds almost 2 years ago in Clients 0

SLIPS: Allow multiple Slip Entry windows open at once.

No description provided
Tom Hinds almost 2 years ago in Slips 0

REPORTS: Include unbudgeted timekeepers on budget reports

Budget Reports should include entries, or at least the option to include entries, for timekeepers who are not budgeted for, but have entries applicable to the report. This way we can see timekeepers who have charged time that were not budgeted for
Tom Hinds almost 2 years ago in Reporting 0