You can use references to create subgroups of charges for a client. Depending on your business, you might call them projects, cases, jobs, matters, phases, and so on

First, you must set up the references under names then they are available when entering slips

After you assign references to slips you can use them to select, sort, and subtotal slips on bills and reports. This field describes the work done for the case, project, or client. You can have this text print automatically on worksheets and bills and will print on consolidated bills to identify each project when set up properly. To speak to a Sage Timeslips Support representative call 800.766.6770