Individual File exchange—involves a single Amicus File (and optionally its Primary Client Contact
record) with the corresponding Timeslips Client. Individual File exchange is performed from the
Accounting Link Details view of the File Detail in Amicus.
Refer to AmicusPETimeslips log on instances that an Amicus file exchange failed to be sent to Timeslips.
AmicusPETimeslips.log
Error:25 The following Timeslips client has an equivalent Amicus File base on their Nickname 1. However, the equivaled Amicus file is Closed or Excluded. The Records were not exchanged.
Timeslips Nickname1: Doe, John
To review or correct the Amicus File Status
- Open the Amicus File
- Go to Admin> General File Status
- Select Open and Active
- Click Save and Close
To disable exclusion of the Amicus file from the link
- Open the Amicus File
- Go to Admin> Link Details >
- Deselect [] Exclude this file from the Accounting Link
- Click Save and Close
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