The September 2016 Timeslips service release fixes the following issues:
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 calculations. (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 prebill 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 prebill 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 PreBills Worksheet (select Bills > Prebill 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 prebill worksheets.
10/3/2016 Sage Timeslips Service Release Notes: https://support.na.sage.com/selfservice/viewContent.do?externalId=66902&sliceId=1 22/25
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 prebill worksheets; they shouldn’t affect prebill worksheets. (Ref: 23988)
Issue #13: Prebill 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 prebill 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 nonoverride 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 nonoverride slips from sometotals. (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 timekeepertype 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)