{"id":117,"date":"2024-08-22T00:38:10","date_gmt":"2024-08-22T04:38:10","guid":{"rendered":"https:\/\/sageu.com\/en-us\/?page_id=117"},"modified":"2024-11-14T13:21:37","modified_gmt":"2024-11-14T18:21:37","slug":"getstarted","status":"publish","type":"page","link":"https:\/\/sageu.com\/en-us\/training\/sagetimeslips\/premium\/getstarted\/","title":{"rendered":"Get Started | Sage Timeslips"},"content":{"rendered":"\n
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SAGE TIMESLIPS<\/span><\/p>\n<\/div>\n\n\n\n

Get Started<\/strong><\/h1>\n\n\n\n

with Sage Timeslips Premium<\/strong><\/strong><\/h3>\n\n\n\n

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!<\/p>\n<\/div>\n\n\n\n

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Set Up Your Database<\/span><\/a><\/div>\n\n\n\n
Create Time and Expense Slips<\/a><\/div>\n\n\n\n
Bill Your Clients<\/a><\/div>\n\n\n\n
Record Client Payments<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Getting started with Sage Timeslips Premium is as easy as 1, 2, 3, 4\u2026<\/strong> <\/h3>\n\n\n\n
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Set Up Your Database<\/a><\/strong><\/p>\n\n\n\n

Before you can track time and expenses, first you’ll need to build your database.

Create clients<\/span><\/a>
Set up timekeepers<\/span><\/a><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n

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Create Time and Expense Slips<\/a><\/strong><\/p>\n\n\n\n

During your billing cycle, timekeepers will create individual time and expense records called “slips.”

Create slips<\/span><\/a>
Create tasks<\/span><\/a>
Create expense slips<\/span><\/a><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n

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Bill Your Clients<\/a><\/strong><\/p>\n\n\n\n

When you’re done entering all your billing data, it’s time to print your bills and get paid!

Generate bills<\/strong><\/span><\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n

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Record Client Payments<\/a><\/strong><\/p>\n\n\n\n

Once you start receiving payments you can easily record those transactions.

Create payments<\/strong><\/span><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Database Overview\u2014Build Your Database<\/strong> <\/h3>\n\n\n\n

Before you can start tracking time and expenses in Sage Timeslips, you will first need to create and setup a new database. This process involves using a setup wizard to create the database, entering client details, and creating timekeepers. If your firm already has a database in place, you can skip this step. <\/p>\n\n\n\n

To create a new database:<\/strong> <\/h4>\n\n\n\n
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  1. In the Welcome to Sage Timeslips dialog box, click Create a new database<\/strong> to start the wizard.
    This wizard walks you through creating a new database and prompts you for each piece of information needed.<\/li>\n\n\n\n
  2. Alternatively, on the menu bar, select File, New, then Database to launch the wizard.
    To get more information on creating a new database: \n
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    • On the menu bar, select Help, Help Topics<\/strong>, then Online User\u2019s Guide<\/strong>. <\/li>\n\n\n\n
    • In the search field, type “creating databases”.  <\/li>\n\n\n\n
    • Alternatively, from Help<\/strong>, select Product Documents<\/strong>, then User\u2019s Guide. <\/strong>Refer to Chapter 6 for step-by-step guidance on database creation and related settings. <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div>\n\n\n\n
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      Create a Client<\/h3>\n\n\n\n

      Learn how to create up to 25,000 clients in Sage Timeslips Premium<\/h4>\n\n\n\n
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