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Visitor
gismony
Posts: 7
Registered: ‎09-20-2010
0

Expense Report

I am searching for a report to show which expense slips i entered throughout the month and I can not find it.

Can someone help me. Not slips that were billed but just entered.

Thank you

Sue

 

Super Contributor
laurie_lynne
Posts: 707
Registered: ‎03-02-2009
0

Re: Expense Report

I'm not sure if this will do what you want, but try looking at Audit Trails under Help.  By default, though, Timeslips does not keep track of when data was entered.  (If it will do what you want, it may be too late to capture data that has already been entered.  You probably have to activate the Audit Trails before it will start tracking.)

 

You may be able to get a good idea, though, if you sort your slips by Transaction ID number.  Since they are assigned sequentially as slips are entered (*), this will at least tell you which ones were entered before/after other slips.

 

(*) Unfortunately, if you use Timeslips Remote, then this doesn't work, as the IDs are assigned as they are transferred into the main database.  But I'm guessing if you are using a networked version of Timeslips that people are connected to live as they enter data, then all of the slip IDs are assigned sequentially.

 

Maybe someone else has an answer or a better idea...

 

Good luck.

 

-laurie

Certified Consultant
nancyduhon
Posts: 2,537
Registered: ‎10-01-2008

Re: Expense Report

 


gismony wrote:

I am searching for a report to show which expense slips i entered throughout the month and I can not find it.

Can someone help me. Not slips that were billed but just entered.

Thank you

Sue

 


 

See if this gets you what you want.

 

From the topmost menus:

1) Reports

2) Slips

3) Double-click on Slip Listing

4) Clear any filters that you find on the right

5) Now add back in:

     5a) Slip Transaction Date (under Most Popular) and choose the date range you are interested in

     5b) Slip Type (under Slip) and check ONLY Expenses.

 

Print to Display first to see how many pages you would get and if it is what you want.

 

Hope this helps.  

Folks for us, it's all about the Kudos.  If you think this suggestion was especially helpful, please consider clicking the KUDOS! (yellow) icon in this message.  Thanks.

Nancy Duhon, Esq.
Certified Consultant for Timeslips and Amicus Attorney
Duhon Technology Solutions, LLC
duhon@duhon.biz
404-325-9779
Providing personalized local and remote online support for Timeslips users for over 16 years.

 

Super Contributor
laurie_lynne
Posts: 707
Registered: ‎03-02-2009
0

Re: Expense Report

Duh!  (Maybe...)

 

I thought gismony was asking for a list of slips that were physically typed into Timeslips during a particular month, NOT the actual Start Date and End Date (a.k.a. Transaction Date(s)) entered onto the slips!

 

Thank goodness we have people like Nancy Duhon around!!

 

-laurie

Certified Consultant
nancyduhon
Posts: 2,537
Registered: ‎10-01-2008
0

Re: Expense Report

 


laurie_lynne wrote:

Duh!  (Maybe...)

 

I thought gismony was asking for a list of slips that were physically typed into Timeslips during a particular month, NOT the actual Start Date and End Date (a.k.a. Transaction Date(s)) entered onto the slips!

 

Thank goodness we have people like Nancy Duhon around!!

 

-laurie


 

LOL.  Well,.....we'll see.  I agree the original question was a bit vague.  Let's see if that's what she meant.

 

Thanks.

Nancy Duhon, Esq.
Certified Consultant for Timeslips and Amicus Attorney
Duhon Technology Solutions, LLC
duhon@duhon.biz
404-325-9779
Providing personalized local and remote online support for Timeslips users for over 16 years.

Visitor
gismony
Posts: 7
Registered: ‎09-20-2010
0

Re: Expense Report

Yes everyone, I wanted to see which slips I typed in so I wont duplicate it. And yes I went to slips and filtered for expense slips for a certain period of time and it worked great.

Thank you all for your help.

I am navigating around this program and trying to really understand it.

Susan