Timeslips 2005 Export Information

When converting from Timeslips 2005, perform the following steps, then click the Return to Procedures link to return to the  main Timeslips Conversion Instructions.

2. Generate the Client Export file from within Timeslips.

  1. From the menu options at the top of the Timeslips window, select Reports, then Client.
  2. Double-click "Client Detail from Report Designer" in the Report Type column. The Report Entry window will be displayed.
  3. Click the Filters tab.
    1. If there are any items listed under Field Name, select each item and click the < button until there are no items remaining.
    2. Make sure to select "Client" in the Filter Groups drop-down list.
    3. Select "Client Nickname 1" in the list box.
    4. Click the > button.
    5. The Filter for Client Nickname 1 dialog box will be displayed.
      1. Select "Any text" in the Condition drop-down box.
      2. Click OK.
  4. Click the Sort tab.
    1. If there are any items listed under Sort Name, select each item and click the < button until there are no items remaining.
    2. Make sure to select "Client" in the Sort Groups drop-down list.
    3. Select "Client Nickname 1".
    4. Click the > button.
    5. Make sure the Order column is set to "Ascending".
  5. Click the Options button.
    1. Click the Browse… button next to "Report template file path".
    2. The Select Report Template dialog box will be displayed.
      1. Select the path in which the "CLIENTA.RPT" and "CLIENTB.RPT" files were installed when the TSCONV program was installed.
      2. If you don’t plan to convert custom fields, select the "CLIENTA.RPT" file. If you plan to convert custom fields (see the "Timeslips Custom Fields" section for more information about custom fields), select the "CLIENTB.RPT" file.
      3. Click Open.
      4. If you selected the "CLIENTB.RPT" file, do the following steps. Otherwise, skip to step c.
        1. You need to run Timeslips Report Designer. This program is found in the same program group as the Timeslips program. The name associated with the icon should be Report Designer.
        2. From the menu options at the top of the Report Designer window, select File, and then Open.
        3. Select the "CLIENTB.RPT" file (in the path in which the "CLIENTB.RPT" file was installed when the TSCONV program was installed).
        4. Click Open. You should see three rows on the screen. The first and third rows, which contain one field each, are not referenced in these instructions. The remaining steps pertain to the second row.
        5. Scroll the window to the right using the horizontal scroll button at the bottom of the Report Designer window until the last 2 fields in columns 22 and 23 are visible.
        6. Double-click the text "Custom Field" in column 22. The Format for Custom Field box will be displayed.
        7. Change the text in the Label box to be the name of the user field as noted from the "Timeslips Custom Fields" section above.
        8. Select the Text/List tab.
        9. Make sure the Auto option is selected.
        10. Click OK.
        11. Double-click the text "Custom Field" in column 23. Again, the Format for Custom Field box will be displayed.
        12. Change the text in the Label box to be the name of the date field as noted from the "Timeslips Custom Fields" section above.
        13. Select the Date tab.
        14. Make sure the Short USA format (MM/DD/YYYY) option is selected.
        15. Click OK.
        16. From the menu options at the top of the Report Designer window, select File, and then Save.
        17. Select File, and then Exit. The Timeslips Report Designer program will be closed.
        18. Go back to the Timeslips program. The Report Options window should still be open.
    3. Make sure that "Page break on primary sort" is cleared.
    4. Make sure that "Show selection criteria" is cleared.
    5. Click OK.
  6. Click on the drop-down button next to the Print to field at the bottom of the window.
    1. Select the "File – comma delimited (CSV)" option.
  7. To import clients without their Accounts Receivable balance, please do the following steps. Otherwise skip to step 8.
    1. Select the middle row.
      Note: There will be 3 rows, two of which have only one column. The row you must select is the middle row that has either 21 columns (ClientA.rpt) or 23 Columns (ClientB.rpt).
    2. Right-click the top box of the following columns and select delete.
      Note: This will not remove the column; it will merely remove the text from the top box.
       Column #   Column Name
      16   Current Period w/ Unapplied Payments
      17  Period 1 Total
      18  Period 2 Total
      19  Period 3 Total
      20  Period 4 Total
      21  Total Balance
    3. After deleting the text from the top box of Column 21, select Attributes | Format.
      1. A "Format for Client Details" window will open.
        Note: Depending on which field/column has the focus when you select Attributes | Format the name of the window can change. This doesn't matter as long as the title of the window is "Format for xxx" and there is a Columns tab.
      2. Select the Columns tab.
      3. Change all the rows in the "Keep if Empty" column to be "True".
      4. Click OK to close the "Format for xxx" window.
        5. Note: If you use the CLIENTB.RPT template and choose to not convert Accounts Receivable balances, you may get unexpected results for your balances. This is because when you delete the 6 balance columns (i.e., columns 16 through 21) in Timeslips, even if you have the "keep if empty" check box checked on all 6 columns in the "Layout Options for Reports", it doesn't include these 6 columns in the CSV file. This causes TSCONV to see the two custom fields as columns 16 and 17 instead of column 22 and 23.  To fix this, you must open the client export in Excel or some other CSV/spreadsheet program and manually add six blank columns between column 15 and 16 to end up with 23 total columns.  After doing this, columns 16 through 21 will represent the 6 blank balance columns and columns 22 and 23 will represent the two custom fields.
  8. Click Print. The Save as window will be displayed.
    1. In the Save in field, select the drive and file path where Tabs3 is installed.
    2. Enter either "CLIENTA.TXT" (if you are using the CLIENTA template) or "CLIENTB.TXT" (if you are using the CLIENTB template) in the File Name field.
    3. Make sure the "Comma Separated Files" is selected in the Save as type field.
    4. Make sure the Export Column Titles check box is cleared.
    5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
    6. Make sure "MM/DD/YYYY" is selected in the Date Format field.
    7. Make sure "AM/PM – Default" is selected in the Time Format field.
    8. Make sure "Default" is selected in the Duration Format field.
    9. Make sure "0/1 – Default" is selected in the Boolean Format field.
    10. Click Save. The client data will be exported.
  9. Close the Report Entry window and click Yes if prompted to save the settings for this report.

3. Generate the Work-in-Process Export file from within Timeslips.

  1. From the menu options at the top of the Timeslips window, select Reports, then Slips.
  2. Double-click "Slip Detail from Report Designer" in the Report Type column. The Report Entry window will be displayed.
  3. Click the Filters tab.
    1. If there are any items listed under Field Name, select each item and click the < button until there are no items remaining.
    2. Make sure to select "Slip" in the Filter Groups drop-down list.
    3. Select "Slip Billed" in the list box.
    4. Click the > button.
    5. The "Filter for Slip Billed" dialog box will be displayed.
      1. Select the No option.
      2. Click OK.
  4. Click the Sort tab.
    1. If there are any items listed under Sort Name, select each item and click the < button until there are no items remaining.
    2. Make sure to select "Client" in the Sort Groups drop-down list in the Available sort keys group.
    3. Select "Client Nickname 1"
    4. Click the > button.
    5. Make sure the Order column is set to "Ascending".
    6. Make sure the Subtotal column is set to "No".
  5. Click the Options button.
    1. Make sure "Apply client rounding" under Report Options is cleared.
    2. Click the Browse… button next to "Report template file path" under the Report Formats heading.
    3. The Select Report Template dialog box will be displayed.
      1. Select the path in which the "WIP.RPT" was installed when the TSCONV program was installed.
      2. Click on the "WIP.RPT" file.
      3. Click Open.
    4. Make sure that "Page break on primary sort" is cleared.
    5. Make sure that "Show selection criteria" is cleared.
    6. Click OK.
  6. Click on the drop-down button next to the Print to field at the bottom of the window.
    1. Select the "File – comma delimited (CSV)" option.
  7. Click Print. The Save as window will be displayed.
    1. In the Save in field, select the drive and file path where Tabs3 is installed.
    2. Enter  "WIP.TXT" in the File Name field.
    3. Make sure the "Comma Separated Files" is selected in the Save as type field.
    4. Make sure the Export Column Titles check box is cleared.
    5. Make sure the Use Control Panel’s Regional Settings formatting check box is cleared.
    6. Make sure "MM/DD/YYYY" is selected in the Date Format field.
    7. Make sure "AM/PM – Default" is selected in the Time Format field.
    8. Make sure "Default" is selected in the Duration Format field.
    9. Make sure "0/1 – Default" is selected in the Boolean Format field.
    10. Click Save. The work-in-process will be exported.
    11. After the report is finished exporting, the Exported slips dialog box will be displayed. Select "No" in the response to the question "Do you want to mark the slips as exported?"
  8. Close the Report Entry window and click Yes if prompted to save the settings for this report.
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