Would you like to use all the power of Timeslips?  This course is ideal for the person who wants to master the more advanced features of Timeslips.  This training will discuss features, such as custom fields, reports, and custom reporting, template clients, categories, replacement slips, client funds, security, and some of the new features introduced in Timeslips.

Client Information

Template Clients – ability to track your own custom information.  Template clients save your company valuable time when defining clients.

Automatic Rate Rules – rules for determining rates on slips for your clients.

Importing and Exporting Client Information

Client Funds – tracking retainers and managing trust funds for your clients

Text Search – to find specific areas of the database (conflict checker)


Custom Fields – ability to track your own custom information

Categories – grouping related tasks and expense activities together during billing for accounting purposes

Replacement Slips – replaces a group of slips of a given type with one entry on the bill


Global Security – Security Profiles – Timekeeper Rights

Alerts – will notify you when particular data-related events occur

Timeslips Today – view and edit almost any type of information from one location

Questions and Answers