Sage Timeslips Support Basic Training

Sage Timeslips Software Basic Setup: This hands-on course is ideal for the beginner who wants to learn the basic features of this time and billing software program. The course will guide you through the process of setting up your timekeepers, clients and tasks, as well as how to record your time and expenses, enter transactions, and generate reports and simple bills.  Upon completion of this training course, you will be ready to use Timeslips software for your own business’s time and billing.


Company Set-Up

Firm Information – contains your company’s name, address, and telephone information

Customize Terminology – phrasing that is customizable, enabling you to change to adhere to your specific office language

Aging Periods – sets the aging periods that track overdue balances and calculated interest


Data Entry

Define Timekeepers – the person who bills for their time/expenses

Entering Clients – the person being charged for work performed by your company

Client Matters – how to define categories for your client matters

Client References – how to define client-specific references

Master Clients – assigning multiple projects to a single client

Defining Tasks & Expenses – events that make up the parts of a particular job


Entering Time & Expense Slips

Abbreviations – allow you to abbreviate frequently typed words, phrases, and sentences

Partially Billed – understanding how to set up and track progress billing or partial billing

Markup and Adjustments of Slips – allows you to alter the value of the slip before it’s billed


Pre-Billing Reports

Pre-Bill Worksheets – includes all the billing data that has not yet appeared on a final bill

Slip Detail Reports – provides detailed information about each time and expense slip


Making Corrections

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.


Generating Bills

Bills are the final product that you send to clients, listing the work performed, expenses incurred, charges due, and payments received.


Entering Transactions

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.


Generating Reports – Post-Billing Reports

Accounts Receivable Reports – this report provides an analysis of overdue balances

Slip Totals by Period – this report 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. With this report, you can print a weekly timesheet to show each timekeeper’s monthly total charges.