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Sage Timeslips For Dummies
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Sage Timeslips For Dummies
by Elaine Marmel
Sage Timeslips For Dummies
Introduction
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part I: The Basics
Chapter 1: Setting Up Sage Timeslips
Understanding the Sage Timeslips Billing Process
Creating a Sage Timeslips Database
Making Things Work Your Way
Establishing general settings for the database
Setting personal preferences
Notes for Network Timeslips Users
Chapter 2: Familiarizing Yourself with the Interface
Using Menus and Toolbars
Taking Advantage of Navigators
Working with classic navigators
Exploring enhanced navigators
Choosing a navigator
Making simple changes to an enhanced navigator
Viewing Information by Using Timeslips Today
Assigning a Timeslips Today template
Refreshing Timeslips Today
Modifying Timeslips Today
Chapter 3: What’s In a Name?
Saving Time with Templates
Creating Timekeepers
Creating Tasks and Expenses
Setting up tasks
Tracking expenses
Setting Up Clients
Handling multiple matters for a client
Creating clients
Examining the Rates tab
Establishing Hold information
Looking at the Arrangement 2 tab
Importing and Exporting Information between Clients
Chapter 4: Slips: The Foundation of Time Tracking
Creating a Time Slip with the Slip Entry Window
The Billing Status and Rate Settings section
The Markup, Adjustment, and Do Not Bill Time section
The Attachments section
Creating an Expense Slip in the Slip Entry Window
Tracking Time as You Work
Using a slip timer
Using TimeCapture
Using the Timesheet Window
Creating templates
Entering time
Customizing the Time Sheet Slip Entry window
Searching for Slips
Searching in the Time and Expense Slip List window
Performing a text search
Making Data Entry Easier
Using abbreviations
Using Slip triggers
Chapter 5: Managing the Money
Working with Accounts Receivable Transactions
Entering accounts receivable transactions
Notes on accounts receivable transactions
Handling Client Funds Transactions
Entering client funds transactions
Notes on funds account transactions
Setting client funds account options
Managing multiple funds accounts
Using Bank Deposit Slips
Reviewing Transactions
Part II: The Fun Part: Working with Bills and Statements
Chapter 6: Preparing and Sending Bills
Examining a Typical Billing Cycle
Reviewing Information and Making Corrections
Printing pre-bill worksheets
Making corrections
Generating and Approving Bills
Generating bills
Managing the proof and revision stages
Approving bills
Reprinting a Bill
Undoing an Approved Bill
Sending Bills by U.S. Postal Service
E-Mailing Bills
Setting up the e-mail message template
Setting up clients
Bill options
Chapter 7: The Basics of Layouts
What’s a Layout?
Assigning a Layout
Including Messages on Bills and Statements
Setting up messages that appear on all bills
Setting up messages that appear on selected client bills
Chapter 8: Designing Bill Layouts
Getting Started
Understanding the Design Tab
Changing Fonts for a Bill Layout
Making Changes in a Free-Form Section
Changing the space allotted to a field
Rearranging and aligning fields
Adding database fields and text fields
Changing the section’s allotted space
Inserting a graphic
Making Changes in a Table Section
Changing phrases
Changing information
Adding 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 Value
Changing the Billed Value of Individual Slips
Changing Billed Values for a Task or an Expense
Changing Billed Slip Values by Client
Summing Changes to Billed Slip Values
Chapter 10: Using Flat Fee Billing Arrangements
Slips and Flat Fee Arrangements
Setting Up a Flat Fee Billing Arrangement
Using the absolute, minimum, maximum, and flat fee plus charges arrangements
Charging a contingency flat fee
Charging a minimum hours flat fee
Charging a percent complete flat fee
Using Override Slips
Chapter 11: Progress Billing versus Interim Billing
Using a Progress Billing Arrangement
Using an Interim Billing Arrangement
Chapter 12: Extra Billing Arrangement Information
Understanding Billed Slip Values
Reviewing slip-based billing arrangements and billed slip values
Examining flat fee arrangements and billed slip values
Reporting on Billing Arrangements
Billing Arrangement Listing report
Flat Fee Analysis report
Profitability by Period report
Part IV: Reporting
Chapter 13: Making Reports Work for You
Understanding the Types of Timeslips Reports
Controlling Report Content
Selecting filters
Establishing sort and subtotal options
Setting report-specific options
Saving report settings
Printing a Report
Creating an Excel file
Creating a .PDF file
Creating other types of files
Chapter 14: Building Customized Reports
Modifying the Report List Window
Duplicating a Standard Report
Creating a New Report
Understanding the Design tab
Adding fields to the report
Removing spare rows
Removing spare columns
Part V: Fancy Stuff
Chapter 15: Keeping Your House Safe
Making Sure Your Data Is Valid
Backing Up and Restoring a Database
Backing up
Restoring a backup
Securing Your Data from Prying Eyes
Turning on security
Creating profiles
Assigning timekeepers to profiles
Using the Audit Trail to Track Actions
Using Station Administrator
Chapter 16: Managing Databases
Opening a Different Database
Creating Custom Fields
Hiding Features You Don’t Use
Hiding and Redisplaying Data
Changing classifications for clients, timekeepers, and tasks
Closing and reopening slips
Removing Data
Deleting slips
Purging information
Saving Purged Data
Archiving purged data
Restoring archives
Exchanging Data with Other Databases
Setting up an exchange database
Exchanging data
Chapter 17: Features for Power Users
Using Budgets
Using Categories
Setting Up Taxes
Updating Rates
Updating Slips
Filtering Names with My Lists
Setting up My Lists
Using My Lists
Taking Advantage of the Slip Approval Feature
Setting up the Slip Approval feature
Managing slips using the Slip Approval feature
Splitting Bills between Clients
Allocating 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
Cheat Sheet
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Sage Timeslips For Dummies
Visit
www.dummies.com/cheatsheet/sagetimeslips
to view this book's cheat sheet.
Table of Contents
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part I: The Basics
Chapter 1: Setting Up Sage Timeslips
Understanding the Sage Timeslips Billing Process
Creating a Sage Timeslips Database
Making Things Work Your Way
Establishing general settings for the database
Setting personal preferences
Notes for Network Timeslips Users
Chapter 2: Familiarizing Yourself with the Interface
Using Menus and Toolbars
Taking Advantage of Navigators
Working with classic navigators
Exploring enhanced navigators
Choosing a navigator
Making simple changes to an enhanced navigator
Viewing Information by Using Timeslips Today
Assigning a Timeslips Today template
Refreshing Timeslips Today
Modifying Timeslips Today
Chapter 3: What’s In a Name?
Saving Time with Templates
Creating Timekeepers
Creating Tasks and Expenses
Setting up tasks
Tracking expenses
Setting Up Clients
Handling multiple matters for a client
Creating clients
Examining the Rates tab
Establishing Hold information
Looking at the Arrangement 2 tab
Importing and Exporting Information between Clients
Chapter 4: Slips: The Foundation of Time Tracking
Creating a Time Slip with the Slip Entry Window
The Billing Status and Rate Settings section
The Markup, Adjustment, and Do Not Bill Time section
The Attachments section
Creating an Expense Slip in the Slip Entry Window
Tracking Time as You Work
Using a slip timer
Using TimeCapture
Using the Timesheet Window
Creating templates
Entering time
Customizing the Time Sheet Slip Entry window
Searching for Slips
Searching in the Time and Expense Slip List window
Performing a text search
Making Data Entry Easier
Using abbreviations
Using Slip triggers
Chapter 5: Managing the Money
Working with Accounts Receivable Transactions
Entering accounts receivable transactions
Notes on accounts receivable transactions
Handling Client Funds Transactions
Entering client funds transactions
Notes on funds account transactions
Setting client funds account options
Managing multiple funds accounts
Using Bank Deposit Slips
Reviewing Transactions
Part II: The Fun Part: Working with Bills and Statements
Chapter 6: Preparing and Sending Bills
Examining a Typical Billing Cycle
Reviewing Information and Making Corrections
Printing pre-bill worksheets
Making corrections
Generating and Approving Bills
Generating bills
Managing the proof and revision stages
Approving bills
Reprinting a Bill
Undoing an Approved Bill
Sending Bills by U.S. Postal Service
E-Mailing Bills
Setting up the e-mail message template
Setting up clients
Bill options
Chapter 7: The Basics of Layouts
What’s a Layout?
Assigning a Layout
Including Messages on Bills and Statements
Setting up messages that appear on all bills
Setting up messages that appear on selected client bills
Chapter 8: Designing Bill Layouts
Getting Started
Understanding the Design Tab
Changing Fonts for a Bill Layout
Making Changes in a Free-Form Section
Changing the space allotted to a field
Rearranging and aligning fields
Adding database fields and text fields
Changing the section’s allotted space
Inserting a graphic
Making Changes in a Table Section
Changing phrases
Changing information
Adding 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 Value
Changing the Billed Value of Individual Slips
Changing Billed Values for a Task or an Expense
Changing Billed Slip Values by Client
Summing Changes to Billed Slip Values
Chapter 10: Using Flat Fee Billing Arrangements
Slips and Flat Fee Arrangements
Setting Up a Flat Fee Billing Arrangement
Using the absolute, minimum, maximum, and flat fee plus charges arrangements
Charging a contingency flat fee
Charging a minimum hours flat fee
Charging a percent complete flat fee
Using Override Slips
Chapter 11: Progress Billing versus Interim Billing
Using a Progress Billing Arrangement
Using an Interim Billing Arrangement
Chapter 12: Extra Billing Arrangement Information
Understanding Billed Slip Values
Reviewing slip-based billing arrangements and billed slip values
Examining flat fee arrangements and billed slip values
Reporting on Billing Arrangements
Billing Arrangement Listing report
Flat Fee Analysis report
Profitability by Period report
Part IV: Reporting
Chapter 13: Making Reports Work for You
Understanding the Types of Timeslips Reports
Controlling Report Content
Selecting filters
Establishing sort and subtotal options
Setting report-specific options
Saving report settings
Printing a Report
Creating an Excel file
Creating a .PDF file
Creating other types of files
Chapter 14: Building Customized Reports
Modifying the Report List Window
Duplicating a Standard Report
Creating a New Report
Understanding the Design tab
Adding fields to the report
Removing spare rows
Removing spare columns
Part V: Fancy Stuff
Chapter 15: Keeping Your House Safe
Making Sure Your Data Is Valid
Backing Up and Restoring a Database
Backing up
Restoring a backup
Securing Your Data from Prying Eyes
Turning on security
Creating profiles
Assigning timekeepers to profiles
Using the Audit Trail to Track Actions
Using Station Administrator
Chapter 16: Managing Databases
Opening a Different Database
Creating Custom Fields
Hiding Features You Don’t Use
Hiding and Redisplaying Data
Changing classifications for clients, timekeepers, and tasks
Closing and reopening slips
Removing Data
Deleting slips
Purging information
Saving Purged Data
Archiving purged data
Restoring archives
Exchanging Data with Other Databases
Setting up an exchange database
Exchanging data
Chapter 17: Features for Power Users
Using Budgets
Using Categories
Setting Up Taxes
Updating Rates
Updating Slips
Filtering Names with My Lists
Setting up My Lists
Using My Lists
Taking Advantage of the Slip Approval Feature
Setting up the Slip Approval feature
Managing slips using the Slip Approval feature
Splitting Bills between Clients
Allocating 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
Cheat Sheet
More Dummies Products
Guide
Table of Contents
Begin Reading
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