Timeslips 2004 or Version 11 Export Information

When converting from Timeslips 2004 or Timeslips Version 11, 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 Reports, then the Client tab.
  2. Double-click "Client Detail from Report Designer" in the Report Type column. The Report Entry window will be displayed.
  3. Click the Selection tab.
    1. In the Selected filters group, click the Look For tab.
    2. If there are any items listed, select each item and click < until there are no items remaining.
    3. In the Selected filters group, click the Or tab.
    4. If there are any items listed, select each item and click < until there are no items remaining.
    5. In the Selected filters group, click the Look For tab again.
    6. Make sure to select "Client" in the Filter groups drop-down list in the Available filters group.
    7. Select Nickname 1 in the Filters list box in the Available filters group.
    8. Click >.
    9. The Filter for Nickname 1 dialog box will be displayed.
      1. Select "text" in the The field contains drop-down box.
      2. Click OK.
  4. Click the Sorting tab.
    1. In the Selected sort keys group, select each item in the list and then click < until there are no items in the Selected sort keys group.
    2. Make sure to select "Client" in the Sort groups drop-down list in the Available sort keys group.
    3. Select "Nickname 1" in the Sorts list box in the Available sort keys group.
    4. Click >.
    5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
  5. Click the Formats tab.
    1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
    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 the 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/YY) 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 Set Up Report window should still be open on the Formats tab with the "Report template file path" line highlighted.
    3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
    4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
  6. To import clients without their Accounts Receivable balance, please do the following steps. Otherwise skip to step 7.
    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.
  7. 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.
  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 "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/YY" 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 Set Up Report 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 Reports, then the Slips tab.
  2. Double-click "Slip Detail from Report Designer" in the Report Type column.
  3. Click the Selection tab.
    1. In the Selected filters group, click the Look for tab.
    2. If there are any items listed, select each item and click < until there are no items remaining.
    3. In the Selected filters group, click the Or tab.
    4. If there are any items listed, select each item and click < until there are no items remaining.
    5. In the Selected filters group, click the Look for tab again.
    6. Make sure to select "Slip" in the Filter groups drop-down list in the Available filters group.
    7. Select "Billed" in the Filters list box in the Available filters group.
    8. Click >.
    9. The Filter for Billed dialog box will be displayed.
      1. Select the No option.
      2. Click OK.
  4. Click the Sorting tab.
    1. In the Selected sort keys group, select each item in the list and then click < until there are no items in the Selected sort keys group.
    2. Make sure to select "Client" in the Sort groups drop-down list in the Available sort keys group.
    3. Select "Nickname 1" in the Sorts list box in the Available sort keys group.
    4. Click >.
    5. Make sure the Order column in the Selected sort keys group is set to "Ascending".
    6. Make sure the Subtotal column in the Selected sort keys group is set to "No".
  5. Click the Options tab.
    1. Make sure the Settings column for the "Apply Client rounding" line is set to "No".
  6. Click the Formats tab.
    1. Click the folder icon on the "Report template file path" line of the right side of the Settings column.
    2. The Select Report Template dialog box will be displayed.
      1. Select the path in which the "WIP.RPT" file was installed when the TSCONV program was installed.
      2. Click on the "WIP.RPT" file.
      3. Click Open.
    3. Make sure the Settings column for the "Page break on primary sort" row is set to "No".
    4. Make sure the Settings column for the "Show Selection Criteria" row is set to "No".
    5. 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.
    6. 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 the text "WIP.TXT" in the File Name field.
      3. Make sure "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/YY" is selected in the Date Format field.
      7. Make sure "AM/PM - Default" is selected in the Time Format field.
      8. Make sure "H:MM" 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 response to the question "Do you want to mark the slips as exported?".
  7. Close the Set Up Report window and click Yes if prompted to save the settings for this report.
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