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Joan Henderson
I'm a software application specialist.
Interests: Netflix, tennis, fine dining, opera.
Recent Activity
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Reasons why you should consider purchasing a non-subscription Timeslips 2018 upgrade right now rather than wait. Continue reading
Posted 2 days ago at It's About Time
Learn what to do when Timeslips just won't load, run or open up Continue reading
Posted 5 days ago at It's About Time
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Learn how to print out a list of your top clients based on billable fees Continue reading
Posted Nov 30, 2017 at It's About Time
Find out how to take advantage of the options found in Timeslips "Help" Continue reading
Posted Nov 16, 2017 at It's About Time
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Learn how to link your important documents, invoices and expense records to Timeslips Continue reading
Posted Nov 14, 2017 at It's About Time
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Learn the best method to use when installing Timeslips on a workstation. Continue reading
Posted Oct 24, 2017 at It's About Time
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Learn how to remove a "stuck" or "runaway" timer from your Timeslips slip entry Continue reading
Posted Oct 11, 2017 at It's About Time
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Find out how to correct a client balance when you receive payment for a "write off" Continue reading
Posted Oct 9, 2017 at It's About Time
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Read the latest Obsolescence Policy announcement from Sage regarding your Timeslips software version. Continue reading
Posted Sep 22, 2017 at It's About Time
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Learn an easy way to fix the automatic Timeslips database close. Continue reading
Posted Sep 20, 2017 at It's About Time
This is an excellent question. Here are a few things to check: 1. Open the Bill Layout. Go to "Section"; "Configure Layout Section". At the bottom of the pop-up window, you will see a section called "Projects". Make sure the "Projects are included on a consolidated bill" is checked. 2. Make sure all Matters associated with the Master client are using the same layout as the Master client. 3. Check Client Information for the Master Client and all Matters. Make sure the "Send Bills via Email" option is checked. 4. When Generating Bills, make sure the client selection includes the Master Client as well as all the Matters. If all these things are in order, one email gets sent to the Master client that includes invoices for all the Matters. Timeslips will email the entire lot of bills associated with the Master client. This was tested on Timeslips 2018, but it should work the same way for other versions as well. Thank you for your comment and interest in Timeslips.
Toggle Commented Sep 13, 2017 on Email Timeslips Invoices at It's About Time
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One other thing to look at is how your Windows is set to default viewing .txt files. This could be the issue. Mine is set to use WordPad.
Toggle Commented Jul 25, 2017 on Email Timeslips Invoices at It's About Time
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Typepad HTML Email Be sure to check the Printer Setup in Timeslips. When you are in Generate Bills, click on the printer setup icon to set what the default printer is. Also check the Windows printer default to make sure that is also set correct. Let me know if this helps. Joan Henderson (561) 289-4302 Cell Phone (888) 628-5343 x103 Toll-Free (888) 736-3975 FaxSend large files to:www.hightail.com/u/JoanHenderson558098
Toggle Commented Jul 25, 2017 on Email Timeslips Invoices at It's About Time
1 reply
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Learn how to fix an Approved Timeslips bill that you cannot "Undo" Continue reading
Posted Jul 18, 2017 at It's About Time
Break down the cost of Timeslips to determine the true monthly cost of ownership. Continue reading
Posted Jul 14, 2017 at It's About Time
As many of you know by now, Sage will only be selling the Timeslips Premium version which is a subscription. Sage no longer provides any Timeslips technical support unless you have the Timeslips Business Care Plan or have the Timeslips... Continue reading
Posted Jul 5, 2017 at It's About Time
Typepad HTML Email Hi Bill,Try using just a comma or a semi-colon between email addresses without the space. You can also enter each address on a new line. Let me know if it works!Joan Joan Henderson (561) 289-4302 Cell Phone (888) 628-5343 x103 Toll-Free (888) 736-3975 FaxSend large files to:www.hightail.com/u/JoanHenderson558098
Toggle Commented May 3, 2017 on Email Timeslips Invoices at It's About Time
1 reply
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Most Timeslips reports are fairly easy to navigate in a general sense. What do you do when you need a pretty specific report that contains Timeslips data that displays some subtotals? One of the most frequently overlooked Timeslips reporting feature... Continue reading
Posted May 1, 2017 at It's About Time
Hello Adam, Here are some brief answers to your questions: - Print only invoices that are sent by email (and vice versa). There is no way to select the "print email invoices" field when you are selecting which clients to bill. The next best thing is to create a "Custom" field where you set up whether or the client gets email invoices, mailed invoices or both. Once this is set up you can quickly export it to the appropriate clients so it is ready to use. The next time you bill, one of your criteria will be the custom field that was set up to indicate how the invoice will be delivered. You can select "email" to print only the email invoices, etc. If you are interested in learning more about setting up custom fields, see my article: http://timeandbillingsoftware.typepad.com/its_about_time/2015/05/timeslips-reports-need-more-options.html The "Print to PDF" option is one of the best things Sage has done to Timeslips in many years. It actually automatically files all your invoice in a separate folder for each client. You will need to go to the "Setup" and enter the file path where you want to save the invoices. A subfolder for each client will be created under this folder. When you "Print to PDF", there is the option to "print each bill to a separate PDF in custom folders". Choose that option. When you print your bills, they are all "automagically" filed in the correct spot. Obviously there are a lot more details that could be discussed that are too lengthy for this format. Feel free to email or call me if you want to delve into this in more detail. Joan
Toggle Commented Apr 5, 2017 on Email Timeslips Invoices at It's About Time
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When you enter the payment to the master client, have you tried clicking on the "transfer funds" button? This will allow you to transfer the payment to other invoices for projects related to that master client or place all or a portion of the payment in a client fund account for a specific project. Let me know if this answers your question.
Toggle Commented Feb 17, 2017 on Timeslips Billing Tips at It's About Time
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What will you need to reinstall Timeslips after a hard drive or server crash? Hint: It's more than just your Timeslips backup Continue reading
Posted Feb 10, 2017 at It's About Time
Selecting the correct criteria can make a big difference in Timeslips reporting results Continue reading
Posted Jan 5, 2017 at It's About Time
Hi Kara, I assume you are using Outlook to send emails? If so, the "from email" is coming from the default email account that is set up in Outlook. In Outlook, click on "File". Select Account Settings. The first tab is "Email". Your "default" email account will display here. This should be set to your business account. Next, click on the "Data Files" tab. This should also be your business account. In my case, I have two different business email accounts, where the default email was set to one account and the "Data Files" was defaulting to a different account. The emails from Timeslips were being sent from the account default in the "Data Files". I have no idea why it works this way, but if you have both of those settings defaulting to your business account, there should not be a problem. Let me know if this helps. Joan
Toggle Commented Nov 30, 2016 on Email Timeslips Invoices at It's About Time
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Helpful tips if you are having problems with your Timeslips data conversion Continue reading
Posted Aug 18, 2016 at It's About Time
Quick tips for installing Timeslips 2017 upgrade. Continue reading
Posted Jul 15, 2016 at It's About Time