Archive for Software upgrades

Timeslips 2018

It’s July and it’s time for a new version of Timeslips. Timeslips 2018 is scheduled for release on Tuesday, July 18, 2017.

We are often asked “Should I update?”. The answer is usually “it depends”. Factors like what version are you currently running, and what is your operating environment are as important as looking at the new features. While you may have heard rumors that Timeslips is going to a subscription model, this is not true. As Timeslips certified consultants, we can sell you a perpetual license version, with or without a support plan, or a subscription version. The choice is yours and we can help you choose.

This year there is an additional factor. Sage has announced that they will only be supporting the current version and one version back. Therefore, as of August, only Timeslips 2018, 2017 and Premium (subscription version) will be supported. If you are running E-Center or accepting credit cards through Sage Timeslips, you will need to be on a supported version. Upgrading while on a supported version is also less expensive. If you are on an older version of Timeslips and running Windows 10 or Office 2016, or planning to, it may be time to upgrade. Similarly, for larger firms that have not yet upgraded, the additional capacities and performance benefits of the newer versions mean that it may be a good time to upgrade.

Timeslips 2018 also offers some new features.

  • Quick Bills allow you to build a bill all in one screen. When you are billing a one time client, or just trying to get one bill out, this feature can speed up the process.
  • Fee Allocation expanded. Previously Timeslips was limited to three categories for fee allocation reporting. With Timeslips 2018, this has been expanded to 10 categories, adding more power and flexibility in reporting.
  • Set the start day of the work week. This setting affects reports that total amounts by week and lets you set a work week that matches how your firm measures a week.
  • Timeslips shows hints in name lists when My Lists are active. While a small thing, this will probably save many calls to consultants. Have you ever looked at the client list and known that people were missing but can’t determine why? When my list is active, your lists are filtered based on your assigned names. This was sometimes activated by mistake or activated and forgotten leading to frustration in finding those missing names. Now a simple reminder will help you know to change to all, and “find” those missing names.
  • Option to show contact email addresses on pre-bill worksheets
  • New bill layout options to control page break before consolidated bill summary
  • Improved performance
    • If your database includes a lot of consolidated bills, opening the Reprint Bills list (select Bills > Reprint
      Bills ) could be slow. You can now unmark the ‘Show consolidated projects separately’ option to
      improve performance.
    • You can use the Split Billing Rules dialog box (select Bills > Split Billing Rules ) to maintain split
      billing. If you have a lot of rules, this list could open slowly.
    • When working with timesheets, the list of timesheet templates (select Slips > Time Sheet > Slip
      Templates ) loads much faster.
    • Fee Allocations report and Fee Allocation by Period report have been optimized to generate much
      faster.
    • Timekeeper Collections report and Timekeeper Collections by Period report have been optimized to
      generate much faster.
  • eCenter Data Transfer Utility is now part of Timeslips, making it easier to use.
  • View all reports on one list and “search for report” field. This can be especially useful if reports have been moved from default locations

Many of these features were previously added to Timeslips Premium, so they have already been tested. If you would like to review the system requirements, please go to Timeslips system requirements

If you want to know if upgrading is right for you, get pricing or have questions about the new features, please contact us at http://www.timeandcents.com/contact-us/. We are happy to help.

 

Amicus Attorney 2012

It’s that time of year again, and Gavel & Gown has just released the Amicus Attorney 2012 products, including Amicus Attorney Premium Edition 2012, Amicus Premium Billing 2012, Amicus Attorney Small Firm Edition 2012 and Amicus Small Firm Accounting 2012.

If you use Amicus Attorney Accounting it is important to note that the product has been renamed to Amicus Small Firm Accounting. If you are using Amicus Attorney Premium Edition you should be switching to Amicus Premium Billing. Amicus Premium Billing is tightly integrated into Amicus Attorney, making it an easy to use billing solution. However, Amicus Premium Billing does not have general ledger and accounting capabilities. To meet your accounting needs, Amicus Premium Billing links to QuickBooks. You can still meet your billing needs by linking either the Premium edition or the Small Firm Edition to other solutions, like Timeslips.

A big area of change for Amicus Attorney 2012 is in the area of document management. Both the Premium and Small Firm Edition offer a new Documents Module to make it easier for you to find your documents and work with them. In a single click, you can open, edit and print documents, add new documents and create time entries without having to open the file details. New filter capabilities allow you to filter by file type and to limit your view to active files. Gavel & Gown has also added the ability to search documents or files using full-text search or by document profile search.

If you do a lot of work with PDFs, you can save time using the new Amicus Tasks toolbar in Adobe Acrobat and Adobe Reader. Similar to the Microsoft Office toolbar, this allows you to associate a PDF with files, view related file details or send a PDF as an email attachment to your Amicus contacts.

In a firm with lots of files, you can now save time in finding just those you are working on by designating files as favorites and filtering the file index to show only your favorites.

For those that are frequently out of the office but need to be notified of new phone messages, Amicus now has the ability to send phone messages by email. You can also create customizable email messages to your contacts and automatically merge in information from Amicus.

While there are many other new features for all users of Amicus Attorney here are a few more highlights:

  • Faster Access to Events details via File name hyperlinks
  • Keep up with client referrals with a new field in Client contacts
  • New preferences allow better tracking of return phone calls

One thing to note:  If you are still using a Palm OS device, that connectivity for these devices has been discontinued.

If you are using Amicus Attorney Premium Edition, there are additional new features:

  • Amicus will forward your daily agenda via email
  • Enhancements to billing include faster performance, better functionality “at a glance” file values and an improved QuickBooks link
  • Simplified licensing procedures

You can visit the Amicus Attorney website (www.amicusattorney.com) to learn more about What’s New in Amicus 2012 as compared to your version or call us at 203-254-7736 to discuss the options for upgrading.

Peachtree 2012 Update

Spending money on upgrades is rarely the first choice of a firm, but running an older unsupported version or getting new hardware often means looking at updates. When there are new features that can benefit your business, the upgrade becomes appealing.

Sage Software has recently released a new version of Peachtree software.

Peachtree 2012 was designed to make increase productivity by making it easier for you to find the information you need and to resolve issues when they occur.

While Peachtree has long had the ability to memorize invoices or setup recurring transactions, this requires advanced planning and may be more complex than your firm needs. The new ability to copy previous transactions can substantially save time and reduce errors.

Previous versions of Peachtree added the customer management center to allow you to quickly find customer information and improved customer relationship management. Peachtree v2012 takes this the new step and offers the same benefits to vendor management with the addition of a vendor management center. You can quickly find responses to vendor questions and identify relationships where volume might allow you to negotiate savings.  There’s also a new inventory and services management center to provide the information you need to evaluate your business more quickly.

For new users, or those moving into a new area of the program, the Sage Advisor can help you with learning in a friendly, available when you need it environment.

In developing Peachtree v2012 the developers went an extra step to help you keep Peachtree up and running. The new system check feature helps with preventative maintenance and, when errors do occur help is more readily available.

With the use of dashboards users and management can customize the system to show the information critical to them. By adding on Sage Peachtree Business Intelligence users now have the ability to customize real-time data with Microsoft Excel based business reports.

Expanded Payroll Features improved transparency, including the 2010 Health Care Act.

The decision to upgrade to a new version of Peachtree is one best made by the users. We, at Time & Cents Consultants, recommend that our clients be on a supported version. While the definition varies by vendor, it is generally defined as the three most recent versions. With new computers running Windows 7, Office 2010 and new versions of Adobe, upgrading your business applications may make sense.

If you choose not to upgrade at this time, Time & Cents Consultants will be happy to continue to help you for as long as we are able!

Windows 7 – Is there a software upgrade in your future

With Windows 7 installed on most new computers, many clients are asking about software compatibility and considering upgrading.
If you are going to get a new computer the first thing to do is make a list of all your essential software. Then contact your consultant, or go to the company website, and make sure the software is Windows 7 compatible. Remember to check which version of Windows 7 will work. In some cases the 32-bit edition of Windows 7 may be supported but the 64-bit edition may not work, or you may need a Windows 7 Business edition not Home edition. In many cases you can run old version of software in Windows XP mode however, there may be performance issues. Additionally, if you have problems the vendor may not provide support.
You also want to check for drivers compatible with any hardware components you are keeping, printers are especially important. Again look carefully at what Windows 7 versions are supported.
Once you have identified software that needs to be upgraded look carefully at the system requirements. You want to make sure your new computer will have enough memory and hard drive space. I recommend ignoring minimum system requirements, if listed, and looking only at the recommended requirements. Even then you should assume the memory (RAM) requirements are low, as most vendors don’t assume you will be running multiple applications at once when they create the requirements. In my opinion every computer bought for a business should be running a business version of Windows 7 and have a minimum of 2 GB of RAM, more is better.
If you are getting a new computer make sure you know what you need in order to install your software or the upgraded version. For an upgrade you might need access to the old version or some codes. For an existing version you will probably need the install CD or download file and some type of code. Having this information before you start saves time and aggravation.
Always make a backup of your data and then run any recommended database maintenance procedures. This is true whether you are moving the data to the same version on a new computer or upgrading the software on your existing computer.
Depending on the application you might want to run record counts in the old version and compare them with the new version or run key reports in both versions for comparison. If there are differences it might not be a problem, as sometimes new versions change defaults for reports, but it does mean you need to investigate further.
One last suggestion, try to give everyone involved advanced notice. If you are working with an IT person but want the software consultant available, giving them a call in advance helps them work with you. The software consultant can make sure they will be available and can provide guidance on anything specific that should be done. Often they will do the install with the IT people since the consultant has the expertise on the application. Getting it done right the first time is generally less expensive, and less frustrating than getting it fixed.
To help you get started, here are some links to system requirements. Remember the requirements are just a starting point. Work with your IT team and your consultant to determine what is needed for your environment.

Amicus Attorney v2010 Premium Edition http://www.amicusattorney.com/support/support_trg_ver_10PE.html
Amicus Attorney v2010 Small Firm Edition
http://www.amicusattorney.com/support/support_trg_ver_10SFE.html
Amicus Accounting v2010
http://www.amicusattorney.com/support/support_trg_acc10.html
PCLaw
http://www.lexisnexis.com/law-firms/practice-management/specialized-law/pclaw.aspx?content=system-requirements
Peachtree Complete Accounting v2010
http://www.peachtree.com/productsServices/complete/system/
Peachtree Premium Accounting v2010
http://www.peachtree.com/productsServices/premium/system/
Peachtree Quantum v2010
http://www.peachtree.com/productsServices/quantum/system/
QuickBooks 2010 and Enterprise Solutions 2010
http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/898469
Time Matters
http://www.lexisnexis.com/law-firms/practice-management/specialized-law/time-matters.aspx?content=system-requirements%2010
Timeslips
http://www.timeslips.com/products_and_services/system_requirements/