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)
Grouping
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
Security
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