Sage Timeslips Tips and Tricks Class

Do you run the same reports on a monthly and yearly basis? Why not create your own report tabs to house the selected reports?

Clients- – If you have no further use for a timekeeper, client, task, or expense name, marking the name as Closed allows you to use the Purge dialog box to remove the name. Slips- Purging slips that are no longer needed.

There may be clients in your database that are paid in full and you will not be entering slips for them at this time. You do not want to delete them, so make them inactive. The client’s information is still in the system but it is made invisible until a decision can be made.

Defining your backup schedule

Timeslips may include features that you will not use and they are in the way of how you use the program. You can hide any features included with Timeslips by using the Features Enabled.

Track the slips and transactions that you have entered on a daily basis to check your work and print a report to view at the end of the day with Timeslips Data Entry Assistant. Track the history of changes to names and transactions in the Timeslips database and log who was responsible for those changes with Audit Trails.

Tailor Timeslips to fit your needs by creating personal preferences so the program will do certain tasks in the way in which you prefer.

Do you have users who only need to enter time and expenses; Mini Timeslips provides a compact version of the program and eliminates the need for extensive security settings.

Billing Assistant- offers an insight into each client’s up-to-the-minute status and 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.