Timeslips 2015 Obsolesence

Sage has announced that Timeslips 2015 will become obsolete effective July 31, 2017. This is in keeping with past policies but is important to note, especially if you are running Timeslips ecenter.

The policy is stated as “If you are using an obsolete version of Sage Timeslips, you are required to upgrade to the current version to receive customer support and to ensure compliance with new operating environments.”

While we will always provide support to the best of our ability, regardless of version, there are some things we can’t do. If you are using Sage Timeslips eCenter or Sage Timeslips Electronic Bill Delivery these functions will not work after July 31, 2017 unless you are running Sage Timeslips 2016, 2017 or Premium.

If you have questions, or would like pricing on upgrading, please contact us.

 

QuickBooks – Reducing Security?

Intuit has just released QuickBooks 2017 Release 5 update. One of the features of this update is ability to change QuickBooks so that you can open or switch to a company file without having to enter your username and password every time. There is a login period, that will force login every few days. You will also have to login if you use a different windows account or specifically log out of the company file.

Just because you can, doesn’t mean you should. You need to look at the specifics of your environment to decide if changing the security in QuickBooks will provide undue risk. If you have secure logins setup for your computers then it is probably safe, but consider what type of information is in your QuickBooks file and what or who will be harmed if the information is exposed. Do you have all your employees social security numbers stored for payroll purposes? Maybe the inconvenience of logging in is worth while. Also note that if you accept credit cards through QuickBooks and therefore have credit card protection enabled you can’t change login security.

In his article in Insightful Accountant my friend William Murphy provides information on how to change the setting. The default is to require login every time. If you want to change that setting it must be done by the company file admin.

  1. For Desktop Pro/Premier customers: Go to Company > Setup Users and Passwords > Manage Login Settings
  2. For Desktop Enterprise customers: Go to Company > Users > Manage Login Settings
  3. For all customers: Go to Edit > Preferences > General > Company Preference

You can find more information about managing passwords in QuickBooks at Intuit’s website.

QuickBooks Backup

No matter what programs you are running, backups are critical. Generally, the safest backups are those made directly by the backup program of the software and then those backups should be backed up offsite for extra protection.
Backups from the software program are more likely to be complete and accurate as they can take account of whether someone is logged in to the program.
But what do you do when your backup doesn’t work? If the program is QuickBooks, William Murphy has provided great insight into causes and fixes when it comes to QuickBooks backup. You can ready his complete article at Insightful Accountant – QuickBooks backup.

Getting Support

Sage has announced that, effective March 31, 2017, you will no longer be able to purchase on demand support. This is part of a trend we are seeing with many products.

If you are using Timeslips you then have three options

  1. Purchase Sage Business Care plan
  2. Subscribe to Timeslips premium
  3. Work with an independent consultant

Regardless of what programs you are using and the policies of the company, option 3 is always available.

There are definite advantages to working with a certified consultant. You can get support when you need it, without paying for what you don’t need. However, if you prefer a fixed fee, that can be arranged.

As a consultant, I can login directly to your computer, with your permission of course, and help to resolve your issue. This saves time as you don’t have to try to describe what is on the scree, I can see it.  Another benefit of working with a certified consultant is that we often know multiple programs. So if you have a problem that goes across programs, we can help. You are also working with someone consistently so they know your system. Of course, there is a trade-off when the consultant is not available. That’s why I have business partners who can help. Yes, they won’t have worked with you before but you still have a single primary contact, as well as the ability to get help when you need it.

Because we deal with multiple clients we often can see things in new or creative ways and can offer solutions to help you work more effectively. If we see an area where you might benefit from training we may point this out. This isn’t to sell you, but to help you.

Additionally, while we recommend staying on supported versions, we have the ability to help with older versions of software that may not be supported by the company. There are many reasons why firms don’t upgrade but you still may need help.

No matter what the policies of Sage and other vendors, working with a certified consultant is always an option for support and training. Contact us to see how we can help you.

IOLTA Accounting in QuickBooks – Product Overview

IOLTA accounting is critical for law firms. Choosing the right software solution for a firm means knowing the pros and cons of different options.

Previously we talked about what you need to consider in evaluating IOLTA accounting. In the article we look at what you may want to know if you are thinking of using QuickBooks. Check out our article at IOLTA Accounting in QuickBooks

 

Choosing IOLTA Software

The Legal Accounting Guide is designed as a resource for law firm accounting tips, tricks and resources. If you are looking for guidance on Choosing IOLTA software, please read my article. Future articles will look at specific products and how they handle IOLTA accounting.