SAGE TIMESLIPS

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This learning resource will help you efficiently manage your billing, expenses, and time tracking. Whether you are new to Sage Timeslips or looking to enhance your existing skills, these step-by-step tutorials and helpful tips will get you up and running quickly. To get started with Sage Timeslips, explore the topics below!

Billing Assistant
Create a Timekeeper
Create a Task
Create a Client
Create an Expense
Enter a Payment
Create Slips

Using the Sage Timeslips Billing Assistant is as easy as 1, 2, 3…

You can use the Billing Assistant to view and edit the status of each client’s bills that contributes to the calculation of the client’s next bill. It is made up of two views: a list of clients ready for billing and billing details for a specific client. You can set preferences for your workstation to indicate which view you want to use as your default.

Create a Timekeeper

The timekeeper is the person whose time you record on the slip, and you bill to the client. This person can be an attorney, a secretary, an architect, an engineer, a delivery person—anyone whose time is recorded.

To add a new timekeeper:

  1. Select Manage Names to open the list of timekeepers.
  2. Click New Timekeeper Button from the toolbar to create a new timekeeper.
  3. Enter the primary and secondary nicknames for the new timekeeper.Nickname Field Image
  4. If you have templates set up, you can choose to use default settings from the template for this new timekeeper. Select a template from the Set up this record to match fields from list.Timeslips gif
  5. Click Nickname Field Image
  6. Enter or edit information in the remaining fields of the dialog box.Sage Timeslips Gif
  7. You can click Import Import image from the toolbar to import settings from an existing timekeeper or template.
  8. Click Save Save Image from the toolbar to save the new name.

Learn how to create up to 25,000 clients in Sage Timeslips Premium

How to Create a Task

Tasks are the activities that a timekeeper performs for a client—the individual events that make up the whole day or parts of a particular job. Examples of tasks include phone calls, meetings, writing, planning, and drafting. All these tasks can be measured in hours or fractions of an hour. The value for most slips created with a task is calculated by multiplying an hourly rate by several hours.

To add a new task:

  1. Select Manage Names ; CreateaTask_NewTask.png to open Task Information.Createatask-enterinformation.gif
  2. Enter the primary and secondary nicknames for the new task. New Timekeeper Button
  3. If you have templates set up, you can choose to use default settings from the template for this new task. Select a template from the Setupthisrecordtomatchfieldsfrom.png list and click ApplyDefaults.png.
  4. Enter or edit information in the remaining fields of the dialog box. You can click Import from the toolbar to import settings from an existing task or template.Timeslips gif
  5. Click Save Image from the toolbar to save the new name.
  6. Close the Sage Timeslips Gif dialog box and Sage Timeslips Gif dialog box.

Time is money. Manage expenses in Sage Timeslips Premium.

Expenses are non-time-related charges. They are measured in units other than hours. Examples of expenses include: photocopies, postage, mileage, and faxes. To learn how to create expenses in Sage Timeslips Premium, watch the video below.

Entering payments are easy with Sage Timeslips Premium.

Creating Slips

You use time slips to track time spent on tasks. You use expense slips to track reimbursable expenses.

Have questions? Want guidance? We’re here to help.

Resources

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