Financial Accounting

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How to Manage Multiple Funds Accounts in Sage Timeslips

You can create additional funds accounts in Sage Timeslips for any client who needs more than one funds account. If you do create multiple funds accounts, consider creating multiple bank accounts. [more…]

How to Manage Multiple Funds Accounts in Sage Timeslips with New Funds Accounts

Unlike bank accounts, which are available to all clients, funds accounts, other than the default account that Sage Timeslips establishes, are specific to each client. To create a new funds account for [more…]

How to Use Bank Deposit Slips in Sage Timeslips

Suppose that you enter several payments you receive by check from clients into Sage Timeslips. You can use the Bank Deposit Slip feature in Timeslips to group the payments so that you can match the total [more…]

How to Generate Bills in Sage Timeslips

The Generate Bills command in Sage Timeslips is available while you're using Billing Assistant or Firm Assistant and also on the menus. If you use the command from the Billing Assistant or Firm Assistant [more…]

How to Use a Progress Billing Arrangement in Sage Timeslips

You use a progress billing arrangement in Sage Timeslips when you want to present several bills to your client over the life of the work you’ve agreed to perform and you want to determine the amount on [more…]

How to Examine Flat Fee Arrangements and Billed Slip Values in Sage Timeslips

When you use any flat fee arrangement and approve a bill, Sage Timeslips calculates each slip’s billed slip value by prorating the effects of the billing arrangement across all slips that appear on the [more…]

How to Make Sure Your Sage Timeslips Data Is Valid

As you work in Sage Timeslips on a day-to-day basis, errors can creep into your Timeslips database. These errors might not be apparent immediately, but eventually they can corrupt your data to the point [more…]

How to Back Up Your Sage Timeslips Data

You should keep more than just yesterday’s backup for your Sage Timeslips data. Some people recommend that you keep 10 backups—one for each of the last 10 days. Why? Sometimes, errors creep into your database [more…]

How to Create and Assign Sage Timeslips Profiles

You create security profiles in Sage Timeslips to store a collection of rights you want to assign to timekeepers. Because timekeepers can share profiles, it is suggested that you make a list of your timekeepers [more…]

How to Use the Audit Trail to Track Actions in Sage Timeslips

If you enable Sage Timeslips security and require that each timekeeper use a password to log into the database, you also can use the Audit Trail feature to track who takes actions in your Timeslips database [more…]

How to Hide Sage Timeslips Features You Don’t Use

Sage Timeslips is a feature-rich program, and there’s no doubt that it contains features you might not ever want to use. You can leave those features functioning or, if you feel that they get in the way [more…]

How to Restore Sage Timeslips Archives

To use slips you placed in an archive file, you need to import them into a regular Sage Timeslips database. Although nothing stops you from importing them into your regular Timeslips database, that process [more…]

How to Set Up Exchanges for Sage Timeslips Databases

If you would like to exchange databases you need to do a couple of things. To create a new Sage Timeslips database to use as an exchange database, follow these 8 simple steps: [more…]

How to Create a .PDF file in Sage Timeslips

You can print Sage Timeslips reports to .PDF files, a universal file format available for free to all who install .PDF reader software on their computers. Files formatted using .PDF format display on-screen [more…]

How to Create Clients in Sage Timeslips

As with timekeepers, tasks, and expenses, you also set up nicknames for your clients in Sage Timeslips. The process is similar, except that a lot more options are available to set up for clients. [more…]

Basics of the Timesheet Window in Sage Timeslips

If you’re more comfortable with a spreadsheet interface for tracking time, you can use Sage Timeslips’ Time Sheet Slip Entry window to create slips. You'll need to supply a timekeeper, a client, a task [more…]

How to Set Up Client Funds Account Options in Sage Timeslips

Sage Timeslips automatically establishes one funds account for every client nickname you create, and you can set options for it on the Client Information tab of the Client Information window. Choose Names→Client [more…]

How to Generate and Approve Bills in Sage Timeslips

After editing in Sage Timeslips, you’re ready to produce bills to send to your clients. Of course, you’ll want to review the bills before you send them out, so it’s time to print the bills to paper and [more…]

How to Approve Bills in Sage Timeslips

Approving bills in Sage Timeslips could be considered the most important part of the billing process because Timeslips marks all the information on the bills so that it won’t appear on future bills — most [more…]

How to Assign a Sage Timeslips Layout

Sage Timeslips comes with some predefined bill layouts. You assign one layout to each client, and you typically use the same layout for all clients. But, depending on your needs, you might find the need [more…]

How to Include Messages on Sage Timeslips Bills

You establish various messages that apply to all clients using the Messages dialog box in Sage Timeslips. You open this dialog box by choosing Setup→Messages. [more…]

How to Change Fonts for a Bill Layout in Sage Timeslips

Although you can establish fonts for individual sections in Sage Timeslips, it is recommended that you use one font for all information on your bill, with the possible exception of your company’s name [more…]

How to Add Database Fields and Text Fields in Sage Timeslips

Most clients want their firm name, address, and phone number to appear at the top of the Sage Timeslips bill. To add the firm phone number to the Bill Header — First Page section, follow these steps: [more…]

How to Insert a Graphic in Sage Timeslips

You can insert .JPG graphic images stored on your computer into Sage Timeslips. You might, for example, insert in the bill layout the graphic image your company uses as its logo. Graphic images are particularly [more…]

How to Charge a Percent Complete Flat Fee in Sage Timeslips

The percent complete flat fee billing arrangement in Sage Timeslips is often used by architects, who divide their work into phases that represent a percentage of the project. When you use this billing [more…]

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