Timeslips 2007 or 2006 Export Information

When converting from Timeslips 2007 or Timeslips 2006, 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 "User Defined Client Listing" in the "Name" list in the Report List window. 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.
    6. If you use client template classifications in Timeslips to apply default settings to new name records and would like to exclude these from your client export, do the following steps. Otherwise skip the following four steps and go to step 4.
      1. Select "Client Classification" in the list box.
      2. Click the > button.
      3. The filter for Client Classification dialog box will be displayed.
      4. Clear the "Template" option and click OK.
  4. Click on 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. Make sure that "Page break on primary sort" is cleared.
    2. Make sure that "Show selection criteria" is cleared.
    3. Click OK.
  6. Click the "Design Report" button Design Report Button.
    1. Make sure that you are on the "Design" tab and not the "Preview" tab of the Print Preview window.
    2. Click on "Layout | Import from File..."
    3. A file look-up window will open.
      1. Change the "Look in" field to the directory where Timeslips is installed.
      2. Make sure that "Files of type" is set to "Designer Files(*.rpt)"
      3. If you do not plan to convert custom fields, select the "CLIENTA.RPT" file. If you do plan to convert custom fields (see the "Timeslips Custom Fields" section for more information about custom fields), select the "CLIENTB.RPT" file.
      4. Click Open.
      5. If you are prompted with an "Import Layout" window with the message "You are about to import a saved layout style over your current layout style. By importing this file, the position of the layout fields will reflect the layout you import, but this will not impact the options or formatting of these fields. Do you want to proceed?", click Yes.
    4. If you selected the "CLIENTB.RPT" file, do the following steps. Otherwise, skip to step e.
      1. Select the "Client Details" option from the Go to section drop-down list.
      2. Right-click the last column in the "Client Details" section (i.e. Column 21 which is "Total Balance") and select "Insert", and click on "After Column".
      3. Right-click the last column again and select "Insert", and click on "After Column". There will now be two more columns in the report.
      4. Right-click the first new column (i.e., Column 22) and select "Options". This will open a window labeled "Layout Options for Reports".
      5. On the Column Format tab make sure the "Keep if Empty" check box is selected for all columns.
      6. Click on the top right box of Column 22. A drop-down list will appear, select "Characters".
      7. Click on the second box from the top (i.e., the box just below the box referenced in the previous step). Another drop-down box will appear; select "Characters" from this box as well.
      8. Repeat steps 6 and 7 for Column 23.
      9. Click OK to close the "Layout Options for Reports" window.
      10. Make sure that the Field Group in the upper right hand corner is set to "Client".
      11. In the "Field List" section select "Custom Field" and drag and drop it to the top box of Column 22. This will open a window labeled "Format for Custom Field".
      12. In the Custom field drop-down list, select "User" (or the name of the custom field as defined in the Timeslips Custom Fields section).
      13. Make sure the "Text Width" is set to automatic and click OK.
      14. In the "Field List" section select "Custom Field" again and drag and drop it to the top box of Column 23. This will open a window labeled "Format for Custom Field".
      15. In the Custom field drop-down list, select "Inception Date" (or the name of the custom field as defined in the Timeslips Custom Fields section).
      16. Make sure that "Date" is set to "Short Control Panel format" and click OK.
    5. Select the "Client Details" option from the Go to section drop-down list.
    6. Press Ctrl + Shift + O; this will open the "Layout Options for Reports" window. (This window can also be accessed by selecting  Section | Options... with the Client Details row selected).
    7. On the Column Format tab, make sure the "Keep if Empty" check box is selected for all columns.
    8. Click OK to close the "Layout Options for Reports" window.
  7. To import clients without their Accounts Receivable balance, please do the following steps. Otherwise skip to step 8.
    1. Select the "Client Details" option from the Go to section drop-down list.
    2. Right-click on the "0.00" in each of the following columns from the Client Details section and select "Delete".
      Note: The "0.00" will be the top box of the boxes shown in the layout.  You may have to scroll to the right or maximize your window in order to see all the columns.
       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. Select Layout | Save or press Ctrl + S to save the report definition.
      4. 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. Close the Print Preview window. When prompted to save the report click "Yes".
  9. Select the "CSV file (comma separated)" option from the Print to drop-down list.
  10. Click the Print button. The "Save As" window will be displayed.
    1. In the Save in field, select the directory that Tabs3 is installed to.
    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 "Comma Separated Files" is selected in the Save as type: field.
    4. Make sure Export Column Titles check box is cleared.
    5. Make sure the Use Control Panel's Regional Settings formatting check box is cleared.
    6. Set the Date Format field to "MM/DD/YYYY".
    7. Set the Time Format field to "AM/PM".
    8. Set the Duration Format field to "Default".
    9. Set the Boolean Format field to "0/1".
    10. Click Save. The client data will be exported.
  11. Close the Report Entry window. Click Yes if the message "Would you like to save the settings for this report?" is displayed.

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

  1. Make note of whether or not you have an Ending Date field for slips in Timeslips. To check whether you have ending dates on slips or not:
    1. From the Timeslips menu, select Setup and click on Features enabled...
    2. Set the Group option to "Transactions."
    3. Note if the End Date field on slips option is set to"Enabled" or "Disabled."
    4. Close the Features Enabled window.
  2. From the menu options at the top of the Timeslips window, select Reports, then Slips.
  3. Double-click "User Defined Slip Listing" from the "Name" list in the Report List window.  The Report Entry window will be displayed.
  4. 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.
  5. 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".
  6. Click the Options button.
    1. Make sure "Apply client rounding" check box under Report Options is cleared.
    2. Make sure that the "Page break on primary sort" check box under Report Formats is cleared.
    3. Make sure that the "Show selection criteria" check box under Report Formats is cleared.
    4. Click OK.
  7. Click the "Design Report" button Design Report Button.
    1. Make sure that you are on the "Design" tab and not the "Preview" tab of the Print Preview window.
    2. Click on "Layout | Import from File...".
    3. A file look-up window will open.
      1. Change the "Look in" field to the directory where Timeslips is installed.
      2. Make sure that "Files of type" is set to "Designer files (*.rpt)".
      3. Select the "WIP.RPT" file and click Open.
      4. If you are prompted with an "Import Layout" window with the message "You are about to import a saved layout style over your current layout style. By importing this file, the position of the layout fields will reflect the layout you import, but this will not impact the options or formatting of these fields. Do you want to proceed?", click Yes.
    4. If the End Date field on slips option (from step 1) is set to "Disabled", complete the following steps, otherwise skip to step e.
      1. In the Go to section field, select "Slip Details."
      2. Right-click the top field of the fourth column. This column should contain today's date. From the shortcut menu that is displayed, select Delete.
      3. From the Timeslips menu, select View, point to Toolbars, and verify the Field List Toolbar option is selected. If not, click Field List Toolbar to select this option.
      4. From the Field List Toolbar, change the Field Group option to "Slip."
      5. From the Field list, drag the "Date" field to the top of the fourth column in the "Slip Details" section.
    5. Close the "Print Preview" window and click Yes if the message "Do you want to save changes you made to this report?" is displayed.
  8. Select the "CSV file (comma separated)" option from the Print to drop-down list.
  9. Click the Print button. The "Save As" window will be displayed.
    1. In the Save in field, select the directory that Tabs3 is installed to.
    2. In the File name: field, enter "WIP.TXT".
    3. Make sure the Save as type: field is set to "Comma Separated Files".
    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. Set the Date Format field to "MM/DD/YYYY".
    7. Set the Time Format field to "AM/PM".
    8. Set the Duration Format field to "Default".
    9. Set the Boolean Format field to "0/1".
    10. Click Save. The work-in-process will be exported.
    11. Click No if asked, "Do you want to mark the slips as exported?".
  10. Close the Report Entry window and click Yes if prompted to save the settings for this report.
Return to Procedures

20070731

© 2007 Software Technology, Inc.