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Sage Timeslips Release Notes

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Summary

Sage Timeslips Service Releases are the result of customer feedback and continued quality assurance testing of Timeslips.

Description

Sage Timeslips Service Releases are the result of customer feedback and continued quality assurance testing of Timeslips.  

Please remember that we provide additional information and support and assistance:
  • Use our Technical Support Chat feature
  • The Timeslips Knowledgebase contains helpful hints and frequently asked questions from our customers, along with answers from our Customer Support staff
  • Our user community Sage City provides a forum where customers can answers questions for each other
  • Product Enhancement/Suggestions - If you have an idea for how we can improve Timeslips, please click the link to navigate to our "Ideas" area 

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


Cause


Resolution

To download the latest Sage Timeslips Premium Service Release, please refer to Download Sage Timeslips Premium April 2024 Service Release

 

Click on any link below to jump to the specific release notes for each version

 

Service Release for March 2022 Timeslips Premium adds the following enhancements:

 

Enhancement #01: Ability to increase the font size on name lists, the slip list, and transaction lists

Details: In past versions, if you wanted to increase the font size within Sage Timeslips, you had to use Windows Magnifier (Windows Settings > Ease of Access) or change your display settings (Windows Settings > System > Display), and these changes would affect your whole Windows experience.

You can now increase fonts in certain Sage Timeslips lists to make them easier to read. This setting is available in the Time and Expense Slip List, the Accounts Receivable List, the Client Funds List, the Client List, the Timekeeper List, the Task List, and the Expense List.

  • To increase the font on slip or transactions lists, open the list, click List Appearance Options from the toolbar, and switch to the Colors and Appearance tab.
  • To increase the font size on a name list, open the list, click List Appearance Options from the toolbar, and switch to the Appearance tab.

(Ref: 117627)

 

 

Enhancement #02: New flat fee analysis fields are available for user-defined client reports

Details: When designing user-defined client listing reports or user-defined client summary reports (select Reports > Client), there is a new group of fields available to use. The fields in the Flat Fee Analysis section allow you to show how billing arrangements affect your clients’ next bill and allow you to create your own custom calculations. These fields reflect many of the totals you can find on the Fees, Costs, and Fees and Costs pages of Billing Assistant when using billing arrangements. (Ref: 117628)

 

Enhancement #03: Moved the Default Rate field on the Rates page of Client Information

Details: The Default Rate setting for each client (which determines the rate source and rate level for clients who do not meet a specific rate rule) is now at the top of the Rates page of Client Information (select Names > Client Info and double click on a client), better reflecting the flow of how customers enter client rates. (Ref: 117629)

 

Enhancement #04: Brand selection for AffiniPay Integration

Details: Customers who use LawPay, CPACharge, or ClientPay to receive client payments can use the AffiniPay Integration screen (select Setup > AffiniPay Integration) to select the name of their service. This will set brand names they’re familiar with in payment-related areas in Sage Timeslips. (Ref: 117630)

 

Service Release for March 2022 Timeslips Premium fixes the following problems:

 

Issue #1: Sage Timeslips may have problems reading and verifying entitlement changes for some customers.

(Ref: 43745)

 

Issue #2: Some third-party applications that linked with Sage Timeslips through our API (like Amicus), could have problems reading activity names from Sage Timeslips. (Ref: 43746)

 

Issue #3: LawPay (AffiniPay) could have problems authorizing customers due to deprecated IE browser compatibility. (Ref: 43747)

 

 

 

 

Service Release for November 2022 Timeslips Premium fixes the following problems:

Issue #1: This issue only affects customers who connect Timeslips Premium with TAL Pro and send entries to their general ledger under the Cash accounting method. When using negative adjustment billing arrangements for clients in Sage Timeslips (such as an Adjust Total Charges arrangement for -$1000), the resulting entries you send to your general ledger could be unbalanced. (REF: 198908)

 

Issue #2: On rare occasions, you might need to use Data Verification (select File > Data Verification) to correct balances or incorrect counters in Sage Timeslips. After undoing bills that included payments that paid off a client’s accounts receivable, Data Verification may incorrectly report that accounts receivable balances needed to be updated. (REF: 195662)

 

Issue #3: Some branding elements, like icons and splash screens, have been updated to reflect new theming. Also, some error messages have been updated to reflect more accurate scenarios. (REF: 195667 / 195674)

 

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)

Related Solutions

Sage Timeslips 'Readme' information.