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Sage Timeslips Basic Training Class Online

Sage Timeslips is a powerful tool for small business owners – when they know how to use it! From creating accurate, attractive invoices to applying payments received to the correct invoices, Sage Timeslips can give you power over the accounting functions of your business, saving time, money, and hassle. Accounting Business Solutions by JCS offers a complete range of Sage Timeslips classes for users of all skill levels. The first class in our series of Sage Timeslips classes is the Introduction to Sage Timeslips class, which is perfect for somebody who is new to Sage Timeslips and wants to learn the basics. Our course will guide you through all of the basic functions of Sage Timeslips, such as entering timekeepers, clients, and tasks, generating reports and bills, tracking your time and expenses, and entering transactions. Topics covered in the Introduction to Sage Timeslips class include:

Sage Timeslips Training Basic

Sage Timeslips Company Setup

Sage Timeslips Setup

Firm Information

Contains your company’s name, address, and telephone information.

Sage Timeslips Setup

Customize Terminology

Sage Timeslips allows you to customize certain phrasing within the program, enabling you to integrate specific office language into your Sage Timeslips software.

Sage Timeslips Setup

Aging Periods

Sets the aging periods that track overdue balances and calculated interest.

Sage Timeslips Data Entry

Sage Timeslips Data Entry

Define Timekeepers

Define the people within your company who will be using Sage Timeslips to bill for their time and expenses.

Sage Timeslips Data Entry

Entering Clients

Sage Timeslips considers clients to be the people being charged for work performed by your company.

Sage Timeslips Data Entry

Client Matters

How to define categories for your client matters.

Sage Timeslips Data Entry

Client References

How to define client-specific references.

Sage Timeslips Data Entry

Master Clients

Assigning multiple projects to a single client.

Sage Timeslips Data Entry

Defining Tasks and Expenses

Events that make up the parts of a particular job.

Sage Timeslips Entering and Correcting Transactions

Sage Timeslips Entering Time and Expense Slips

Entering Transactions into Sage Timeslips

Entering financial exchanges between you and your clients that affect the client’s accounts receivable balance. They track client charges through invoices and respond to those invoices through payments, credits, write-offs, and refunds.

Making Corrections in Sage Timeslips

The billing assistant offers an insight into each client’s up-to-the-minute status and provides every detail that contributes to the calculation of the client’s next bill. This tool is like an editable pre-bill worksheet that lets you make corrections to the information that appears on the bill prior to it being final.

Markup and Adjustments of Slips

Allows you to alter the value of the slip before it’s billed.

Abbreviations

Allow you to abbreviate frequently type words, phrases, and sentences.

Partially Billed

Understanding how to set up and track progress billing or partial billing.

Pre-and-Post Billing Reports in Sage Timeslips

Pre-Billing Reports

Sage Timeslips Setup

Pre-Bill Worksheets

Includes all of the billing data that has not yet appeared on a final bill.

Sage Timeslips Setup

Slip Detail Reports

Includes all of the billing data that has not yet appeared on a final bill.

Post-Billing Reports

Sage Timeslips Setup

Accounts Receivable Reports

Provides analysis of overdue balances.

Sage Timeslips Setup

Slip Totals By Period

Shows totals for hours, fees, and costs for your slips in a Periodic Table. You can show daily, weekly, monthly, quarterly, semiannual, or yearly totals.

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Sage Certified Consultants offering Sage Timeslips training classes, Timeslips support, and Time Slips data repair near you! With seven nationwide locations, we offer Sage Timeslips support nationwide.

For more info on Sage Timeslips training, visit Accounting Business Solutions by JCS