Financial Accounting

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How to Establish Sort and Subtotal Options in Sage Timeslips

In addition to filtering a report to limit the information it displays in Sage Timeslips, you can sort and, if numbers are involved, subtotal report information. For example, if you use the Timeslips Reference [more…]

How to Set Up Report-Specific Options in Sage Timeslips

If you click the Options button in the Report Entry window in Sage Timeslips, you can set report-specific options and you can control some report formatting. For example, most reports show, by default, [more…]

How to Duplicate a Standard Report in Sage Timeslips

You might find that you like to produce a particular report in Sage Timeslips but you tend to switch between two versions of the report, changing report-specific options to suit your needs. For example [more…]

How to Create a New Sage Timeslips Report

Although Sage Timeslips contains over 100 standard reports, it's possible that you need to create a new report. For example, suppose that you added a client custom field to manage billing cycles for your [more…]

How to Restore a Sage Timeslips Backup

So, the moment arrives when disaster strikes in Sage Timeslips. You knew it would; it’s Murphy’s Law — anything that can go wrong, will go wrong.

But you’re prepared. You have your Timeslips backups that [more…]

How to Create Custom Fields in Sage Timeslips

As you create timekeepers, clients, tasks, and expenses, you fill out a variety of fields that describe each new nickname. If you find that you need to track other information for these nicknames that [more…]

How to Change Classifications for Clients, Timekeepers, and Tasks in Sage Timeslips

After you complete work for a client in Sage Timeslips, you might find that you don’t need the client’s nickname and other information, including slips, transactions, and approved bills. When you first [more…]

How to Purge Information in Sage Timeslips

To remove information other than slips, you use the Purge feature in Sage Timeslips. You also can purge slips, which has the same effect as deleting them. Using the Purge feature, you also have the option [more…]

How to Exchange Sage Timeslips Data

When you exchange Sage Timeslips data between the originating database (the database you use every day) and the exchange database, you can opt to exchange selected slips, new and changed clients and references [more…]

How to Use Sage Timeslips Budgets

You can use the Sage Timeslips 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 [more…]

How to Utilize Sage Timeslips Categories

You can use activity categories to group charges on a Sage Timeslips bill. For example, suppose you’ve set up individual tasks for Design Development, Measured Drawings, and Schematic Design and you’ve [more…]

How to Set Up Taxes in Sage Timeslips

If your state, county, or city government requires that you charge tax to your clients for the work you perform, you can use the Sage Timeslips Taxes feature. To use the Taxes feature, you first set up [more…]

How to Update Rates in Sage Timeslips

In Sage Timeslips, you assign billing rates to timekeepers, clients, tasks, and expenses, and you use billing rates when you create slips. In addition, you typically set up rate selection rules for each [more…]

How to Set Up the Slip Approval Feature in Sage Timeslips

Setting up the Slip Approval feature in Sage Timeslips is a three-part process. If you need to assign approver rights to many timekeepers, set up a separate security profile that assigns those rights and [more…]

How to Use the Billing Assistant in Sage Timeslips

You can use Billing Assistant to review and change information in Sage Timeslips. From the Billing Assistant window, you can view one client at a time or all clients Timeslips thinks you should bill because [more…]

How to Turn on Sage Timeslips Security

You turn on the Sage Timeslips Security feature when you set up global security options and establish a supervisor password. Follow these eight easy steps: [more…]

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