Backing up your Timeslips data is not only laudable, it's absolutely necessary. As you all know, backing up your Timeslips data files is something that you need to do every single day (or as often as your firm uses Timeslips).
Your Timeslips data backups serve as an insurance policy against disaster. If your server or hard drive crashes, you want to be able to quickly and easily restore your Timeslips data and get back in business as soon as possible. With that in mind here are some other points that you need to consider:
In conclusion, here is a list of what you will need to reinstall your Timeslips software:
Posted at 01:57 PM in Disaster Planning, Timeslips 2008, Timeslips 2009, Timeslips 2010, Timeslips 2011, Timeslips 2012, Timeslips 2013, Timeslips 2014, Timeslips 2015, Timeslips 2016, Timeslips 2017, Timeslips: Tips and Tricks | Permalink | Comments (0)
Tags: Backing up Timeslips, error when reinstalling Timeslips, Reinstall Timeslips, Timeslips, Timeslips crash, Timeslips hard drive crash, Timeslips installation, Timeslips reinstallation, Timeslips server crash
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It's that time of year again when so many of you want to run Timeslips reports to show:
One of the most common issues I see when people are running Timeslips reports is selecting the right criteria for the report. One of the primary issues is the difference between the time that timekeepers have entered in Timeslips and the time that timekeepers have billed Timeslips.
Each of these are very different reports. The common mistake I see most frequently is that people use the Slip Transaction Date instead of the Slip Billed on Invoice Date in the Timeslips report criteria selection when they want to find out how much was actually billed during a specific time period.
If you learn the distinction between these two Timeslips criteria options, you will find it much easier to produce accurate information from your Timeslips reports.
Happy New Year!
If you have upgraded to Timeslips 2017 or Timeslips Premium, you may have already read my Timelips 2017 "Installation Tips." As more and more of my clients install Timeslips upgrades, I have been able to come up with a few tips that may help you with your Timeslips data conversion.
Timeslips data from previous versions will convert, however, depending on your earlier Timeslips version number, and server environment, additional steps may be required to convert your existing Timeslips data files to Timeslips 2017 or Timeslips Premium. Here are a few issues that you may encounter in your own Timeslips upgrade conversion:
Install Timeslips 2017 or Premium on a New Server:
The program will give you some sort of cryptic error message about not finding the BDE files if you try to convert without running the BDE32 Setup.exe. You will only get this message if you are installing a Timeslips upgrade on a machine that has no previous version of Timeslips installed.
Converting Data from Older Versions of Timeslips:
Theoretically you should be able to convert your data from any prior versions with some caveats:
So far, I can't pinpoint what causes some people to have data conversion issues with old Timeslips versions and not others. It's something you won't know about until you try it. It's best to plan your conversion after you have completed all your billing for the current billing cycle and also plan on doing a test conversion before running a final conversion.
Please contact me with your questions and concerns: email@example.com
If you are using the new Timeslip Premium 2016, there is no limit on the number of slips, however, if you are using the standard Timeslips 2016 or any of the previous Timeslips versions, there are limits on the number of slips that Timeslips can hold.
This is particularly important if you are upgrading Timeslips and converting data from a previous version of Timeslips. Timeslips will not allow you to convert more than 300,000 slips. Also, you will notice a great deal more slowness and instability as your Timeslips database grows larger than 300,000 slips. In the past, I have written several articles that relate to purging and cleaning up your data.
As part of a "best practices" Timeslips year-end routine, I recommend that you review your database and do some general housekeeping in preparation for the new year. Following are a few articles that were written in the past, however, they are still applicable today. The newer Timeslips software has improved on some of the functions, however the basics are the same.
Just as an aside, remember that if you are planning to upgrade or purchase new Windows workstations, only Timeslips 2016 is certified by Sage as compatible with Windows 10.
7/26/16: Revision: Get Timeslips 2017 with Firebird SQL and forget worrying about how many slips you have. The new SQL version has "unlimited capacity"
If you are upgrading from a previous Timeslips version to Timeslips 2017, here are some thing to keep in mind:
DATA CONVERSION: The data conversion can take longer than normal with this upgrade. Be patient or send us your data for conversion over the weekend. We'll send it back to you in time to install on Monday morning (if there are no data repair issues).
NOTE: Some older versions may require a double conversion: 1st conversion to 2016 and the second conversion to 2017. In that case, you can send your data to Sage for conversion. There is a charge and it takes 2 to 5 days to get it back. Radiant Software Solutions will also do your conversion for a flat rate of $150 (if there are no data errors that require repair). Call or email me if you need more help with this. firstname.lastname@example.org or 561-289-4302 (direct) or 888-628-5343 (toll free).
Sage Timeslips has released new System Requirements for both the Timeslips 2017 Perpetual License and the Timeslips Premium Subscription License versions.
If you are considering a Timeslips upgrade, you will want to make sure that all your equipment meets the Timeslips minimum requirements. Remember: In general, SQL requires more RAM (memory) to operate efficiently. Nothing will slow down your Timeslips powerful new SQL database engine like an under powered workstation or server.
Keep in mind that minimum requirements are just that: minimal. This is the least amount you will need in order to just run the software. More is always better. The cost of additional RAM is not a major investment and will payoff in increased Timeslips performance.
Yes. That's right: Timeslips 2017 Perpetual License version will soon be released. We're expecting to see Timeslips 2017 in June or July. This release of Timeslips marks a pivotal change: The old BDE (Paradox) database engine is being retired. Timeslips 2017 and future releases will be based on the Firebird SQL database engine. If you have subscribed to the Timeslips 2016 Premium version, you are already taking advantage of the Firebird SQL. Starting with the 2017 version all Timeslips users will be able to experience the increased capacity and improved performance in a network environment.
If you were reluctant to change to Timeslips Premium 2016 because it was a subscription service, you can now have similar benefits with a Perpetual License in Timeslips 2017. Many of us "crystal ball" gazers were predicting an "all subscription" Timeslips for the future. That didn't happen. Sage will continue to offer Timeslips with a Perpetual License.
So what's the difference between Timeslips Premium and Timeslips Perpetual License?
What are the differences in features?
|Timeslips Premium||Timeslips Perpetual|
As always we will keep you posted as more information becomes available. In the meantime, if you have any questions, please don't hesitate to contact me: email@example.com or (561) 289-4302 (direct line).
Most of you know how to create simple Timeslips "shorthand" abbreviations that can be used in your Timeslips Slip Entry Description fields. This is a real timesaver for everyone, but especially for those that are "hunt and peck" typists. The typical Timeslip Abbreviation consists of a three character code like "tcw" which expands to "telephone call with".
I find that most firms repeatedly use the same Descriptive information in the Timeslips Slip Entry Description fields. Frequently, there is a rather lengthy description that you will see over and over again on invoices. The only thing that changes might be a name or a date. Did you know that you can make your Timeslips Abbreviations even more useful by inserting "prompts" to create lengthy Timeslips Abbreviations that can eliminate even more typing?
For example: Let's take that simple Timeslips Abbreviation "tcw". When I type "tcw", all I get is "telephone call with" then I have to go on and type the rest: name of person contacted, date, purpose of call, time of next meeting, etc. You can expand your "tcw" abbreviation by inserting "prompts" so that when you type "tcw" in the Description field, a "prompt" will pop up asking you to enter the name of the person called, date of call, etc. Obviously, this is a very simple example and probably doesn't take a good typist very long to type out the "old fashioned" way, however, even in it's simple form, it is very useful to the non-typist. The real power occurs when you analyze the longer Timeslips descriptions you frequently use and turn them into Timeslips Abbreviations with Prompts.
Go to Setup; Select "Abbreviations". Click on "New"
When you press the "Insert Prompt", you will then be presented with a field where you enter the description of the type of information to be included with the abbreviation:
You can then continue on typing more in the abbreviation and adding more "Prompts" until you have completed the entire statement which can conceivably be many paragraphs long.
The simple Timeslips Abbreviation, tcw, now looks like this in the set up:
Now when you type tcw in the Timeslips Description field, you will immediately be prompted to for the Name, date and purpose of call.
Hope you find this to be a very useful tool. Please contact me if you have additional questions: firstname.lastname@example.org.
Even though Timeslips has had the "email" invoice feature for several years, I still come across clients that:
There's a better way.
At a minimum, print your Timeslips invoices to "PDF" by selecting that option on the Timeslips "Print to" option list.
This will at least eliminate the need to print and scan your invoices just to create a Timeslips invoice PDF file. Printing Timeslips invoices to PDF is part of my Timeslips "best practices" recommendation anyway. Even if you still print a hard copy of your Timeslips invoices and file them in a traditional filing cabinet, you should still always print a PDF copy of all your Timeslips invoices.
If you are already following the "best practices" Timeslips invoice procedure to print invoices to PDF, then you are just a very short step away from completely automating that process. The next step is to take a look at your Client Information. Open a Timeslips Client Information file for a client that you want to email invoices.
Notice the "Email Addresses" section at the bottom of the first screen. Just add the primary email address of the person that is going to be receiving the emailed Timeslips invoices. You can add "CC's" for additional recipients. You may even want to email copies to yourself and/or to the attorney that is responsible for the case.
Once the email address is entered you are almost finished. The next step is to click on the "Invoices" tab in Timeslips Client Information. You will notice the "Email Options" section. Simply place a check mark in the "Send bills via email"; save the client and you are all set for the next time you generate a Timeslips invoice for this client. After you have selected to Approve your invoices, a screen will pop up showing you which clients have been designated to receive email invoices. At this point you have the option to uncheck any name that you do not want to send an email invoice. When you click OK, all the clients invoices are generated with the PDF email attachment. It will also include any "Attachments" that you included with your slips.
Why would you want to use a spreadsheet for making time entries for Timeslips? Some clients have found the spreadsheet time-entry method a good alternative to purchasing additional Timeslips licenses or eCenter licenses. It may not be appropriate in all cases, but it's fairly easy to set up spreadsheet templates and then import them into Timeslips.
The initial Timeslips set up could take a little time at the start up. However, once you have established all the parameters in both Timeslips and the spreadsheet, importing the spreadsheet slips to Timeslips is quite simple.
Would this work for you? Here are some questions to answer:
Some things to keep in mind if you are considering using spreadsheets for Timeslips timekeeper entry:
* Some of the Timeslips "required fields" can be set up as a "default" on the Timeslips import template. This is something that can be determined on a case-by-case basis.
As the price of Timeslips (as well as other Time and Billing software options) is becoming increasingly expensive, we find many of the smaller firms, in particular, looking for alternatives. If the spreadsheet option will work for it, it would allow you to purchase just a single-user Timeslips upgrade instead of multiple users. The spreadsheet time entry can be a nice cost-effective solution.
Feel free to give me a call if you would like to discuss further (561) 289-4302 or toll-free (888) 628-5343 x103