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Sage Timeslips For Dummies

Name: Sage Timeslips For Dummies
Author: Elaine Marmel
ISBN: 9781118832769

by Elaine Marmel

March 2014

Beginner

408 pages

8h 24m

English

For Dummies

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Introduction
About This BookFoolish AssumptionsIcons Used in This BookBeyond the BookWhere to Go from Here
Part I: The Basics
Chapter 1: Setting Up Sage Timeslips
Understanding the Sage Timeslips Billing ProcessCreating a Sage Timeslips DatabaseMaking Things Work Your WayEstablishing general settings for the databaseSetting personal preferencesNotes for Network Timeslips Users
Chapter 2: Familiarizing Yourself with the Interface
Using Menus and ToolbarsTaking Advantage of NavigatorsWorking with classic navigatorsExploring enhanced navigatorsChoosing a navigatorMaking simple changes to an enhanced navigatorViewing Information by Using Timeslips TodayAssigning a Timeslips Today templateRefreshing Timeslips TodayModifying Timeslips Today
Chapter 3: What’s In a Name?
Saving Time with TemplatesCreating TimekeepersCreating Tasks and ExpensesSetting up tasksTracking expensesSetting Up ClientsHandling multiple matters for a clientCreating clientsExamining the Rates tabEstablishing Hold informationLooking at the Arrangement 2 tabImporting and Exporting Information between Clients
Chapter 4: Slips: The Foundation of Time Tracking
Creating a Time Slip with the Slip Entry WindowThe Billing Status and Rate Settings sectionThe Markup, Adjustment, and Do Not Bill Time sectionThe Attachments sectionCreating an Expense Slip in the Slip Entry WindowTracking Time as You WorkUsing a slip timerUsing TimeCaptureUsing the Timesheet WindowCreating templatesEntering timeCustomizing the Time Sheet Slip Entry windowSearching for SlipsSearching in the Time and Expense Slip List windowPerforming a text searchMaking Data Entry EasierUsing abbreviationsUsing Slip triggers
Chapter 5: Managing the Money
Working with Accounts Receivable TransactionsEntering accounts receivable transactionsNotes on accounts receivable transactionsHandling Client Funds TransactionsEntering client funds transactionsNotes on funds account transactionsSetting client funds account optionsManaging multiple funds accountsUsing Bank Deposit SlipsReviewing Transactions
Part II: The Fun Part: Working with Bills and Statements
Chapter 6: Preparing and Sending Bills
Examining a Typical Billing CycleReviewing Information and Making CorrectionsPrinting pre-bill worksheetsMaking correctionsGenerating and Approving BillsGenerating billsManaging the proof and revision stagesApproving billsReprinting a BillUndoing an Approved BillSending Bills by U.S. Postal ServiceE-Mailing BillsSetting up the e-mail message templateSetting up clientsBill options
Chapter 7: The Basics of Layouts
What’s a Layout?Assigning a LayoutIncluding Messages on Bills and StatementsSetting up messages that appear on all billsSetting up messages that appear on selected client bills

Chapter 8: Designing Bill Layouts
Getting StartedUnderstanding the Design TabChanging Fonts for a Bill LayoutMaking Changes in a Free-Form SectionChanging the space allotted to a fieldRearranging and aligning fieldsAdding database fields and text fieldsChanging the section’s allotted spaceInserting a graphicMaking Changes in a Table SectionChanging phrasesChanging informationAdding the aged balances table
Part III: Working with Billing Arrangements
Chapter 9: Using the Slip Billing Arrangement
The Difference between Slip Value and Billed Slip ValueChanging the Billed Value of Individual SlipsChanging Billed Values for a Task or an ExpenseChanging Billed Slip Values by ClientSumming Changes to Billed Slip Values
Chapter 10: Using Flat Fee Billing Arrangements
Slips and Flat Fee ArrangementsSetting Up a Flat Fee Billing ArrangementUsing the absolute, minimum, maximum, and flat fee plus charges arrangementsCharging a contingency flat feeCharging a minimum hours flat feeCharging a percent complete flat feeUsing Override Slips
Chapter 11: Progress Billing versus Interim Billing
Using a Progress Billing ArrangementUsing an Interim Billing Arrangement
Chapter 12: Extra Billing Arrangement Information
Understanding Billed Slip ValuesReviewing slip-based billing arrangements and billed slip valuesExamining flat fee arrangements and billed slip valuesReporting on Billing ArrangementsBilling Arrangement Listing reportFlat Fee Analysis reportProfitability by Period report
Part IV: Reporting
Chapter 13: Making Reports Work for You
Understanding the Types of Timeslips ReportsControlling Report ContentSelecting filtersEstablishing sort and subtotal optionsSetting report-specific optionsSaving report settingsPrinting a ReportCreating an Excel fileCreating a .PDF fileCreating other types of files
Chapter 14: Building Customized Reports
Modifying the Report List WindowDuplicating a Standard ReportCreating a New ReportUnderstanding the Design tabAdding fields to the reportRemoving spare rowsRemoving spare columns
Part V: Fancy Stuff
Chapter 15: Keeping Your House Safe
Making Sure Your Data Is ValidBacking Up and Restoring a DatabaseBacking upRestoring a backupSecuring Your Data from Prying EyesTurning on securityCreating profilesAssigning timekeepers to profilesUsing the Audit Trail to Track ActionsUsing Station Administrator
Chapter 16: Managing Databases
Opening a Different DatabaseCreating Custom FieldsHiding Features You Don’t UseHiding and Redisplaying DataChanging classifications for clients, timekeepers, and tasksClosing and reopening slipsRemoving DataDeleting slipsPurging informationSaving Purged DataArchiving purged dataRestoring archivesExchanging Data with Other DatabasesSetting up an exchange databaseExchanging data
Chapter 17: Features for Power Users
Using BudgetsUsing CategoriesSetting Up TaxesUpdating RatesUpdating SlipsFiltering Names with My ListsSetting up My ListsUsing My ListsTaking Advantage of the Slip Approval FeatureSetting up the Slip Approval featureManaging slips using the Slip Approval featureSplitting Bills between ClientsAllocating Fees to Timekeepers
Part VI: The Part of Tens
Chapter 18: Ten Frequently Asked Questions
What’s a Database?How Do I Identify the Current Database?How Do I Call Them “Professionals”?How Do I Use Timeslips in a Network?What’s a Station License?How Do I Determine the Number of Station Licenses I Own?How Do I Release a License from a Workstation?How Do I Release a License When the Computer Is Gone?Why Can't I Perform Critical Functions?Why Do I See Prompts to Reopen the Database?
Chapter 19: Ten More Frequently Asked Questions
How Do I Respond to an Error Message?Can I Change the Nickname Length?Can I Import Copying and Long-Distance Costs?What’s eCenter?Can Timeslips Notify Me When a Client Exceeds an A/R Balance?What Are TAL and TAL Pro?What Are the Benefits of Linking Timeslips and Outlook?Can I Copy Name and Address Information from One Client to Another?How Do I Prepare One Bill for the Court?Can I Save Printer Settings for Bills?
Appendix A: Installing Sage Timeslips
Appendix B: Linking to Microsoft Outlook.
About the Author
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Content preview from Sage Timeslips For Dummies

Chapter 17

Features for Power Users

In This Chapter

Using budgets and categories

Setting up taxes

Updating rates and slips

Using the My Lists feature

Taking advantage of the Slip Approval feature

Splitting bills between clients

Allocating fees to timekeepers

Timeslips is a feature-rich program, and no one uses all its features. In this chapter, I present some features that tend to be overlooked. None are required to use Timeslips, but some might interest you, especially if you want to use Timeslips beyond its basic time-tracking and -billing features.

Using Budgets

You can use the Budgets feature to compare estimates you provide for hours, fees, and costs to their actual values. The Budgets feature can help you learn to accurately estimate the amount of time you’ll spend on a particular ...

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Sage Timeslips For Dummies

by Elaine Marmel

Features for Power Users

Using Budgets

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.