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Time+Billing - Validate client data in Time+Billing

Steps to request a validation code and run a Simple or Advanced validation for a client in Time+Billing.

You may need to run a validation for a client in Time+Billing if any of the following apply:

  • The balances displayed on the main screen do not match the reports in Time+Billing.

  • An error appears when attempting to delete an invoice or receipt, such as 'Could not find Receipt item transaction'.

  • An error message indicates 'Could not find WIP ledger transaction'.

  • A temporary invoice was deleted, but the WIP was not reverted.

Before you start

Ensure the following before starting the validation process:

  • Back up your data - create a full backup to prevent any accidental loss during the validation process.

  • Log out all users - ensure all users are logged out of all HandiSoft products to avoid conflicts during validation.

  • Use an Administrator account to perform the validation.

Request a validation code

A validation code is required before you can run the validation process. To request one:

  1. Log in to MyAccess and use the Digital Assistant to contact support.

  2. Type 'can I have a validation code' to escalate to a support specialist.

  3. Include a detailed description of the issue and any relevant screenshots, this helps the support specialist provide instructions tailored to your specific problem.

A validation code, along with personalised instructions, will be sent to you for resolution.

📌Note: Validation codes are valid for one day.

Run the validation

Simple validation

  1. Open the Time+Billing module using your Administrator account.

  2. Select the client you wish to validate.

  3. Navigate to Tools, then click Validate Data.

  4. Enter the validation password provided by support, if prompted.

  5. In the Validate Data window, select the following options:

    • Selected.

    • Simple Validate.

    • Auto Repair.

  6. Click OK and allow the process to complete.

  7. Once completed, tag the client.

  8. Navigate to Tools, Recalculate Interim Balances:

    • Click the ellipsis button.

    • Choose the filter for Tagged Clients.

    • Click Select, then OK to run the recalculation.

Advanced validation (if issues persist)

If the issue remains unresolved after performing the Simple validation:

  1. Repeat steps 1–5 above.

  2. In step 5, select Advanced instead of Simple Validate.

  3. Complete steps 6–8 again to finalise the process.

📌Note: If you encounter a specific issue, such as a deleted invoice with a remaining receipt, the above steps should still resolve the problem. Ensure you follow the process carefully and use the appropriate validation options.

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