Basics of Slip Triggers in Sage Timeslips

Often, entering one slip into Sage Timeslips causes you to enter another slip. For example, if you need to consult with a client at his or her site, you might enter a time slip to record the time spent in the consultation and an expense slip for the mileage you incurred to travel to the client’s site.

Using the Timeslips Slip Triggers feature, you create slip trigger rules that Timeslips uses to automatically start a new slip when you save a slip for a specific task or expense.

To create a slip trigger rule, choose Slips→Slip Triggers to open the Slip Triggers window. Then, click the New (plus sign) button above the list of existing slip trigger rules to display the Slip Trigger Entry dialog box.

At the top of the dialog box, select the type of slip that will trigger a new slip — time or expense — and then select the specific task or expense.

If you opt to limit the slip trigger, use the next set of option buttons to select the timekeepers and clients for whom the slip trigger should work.

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At the bottom of the window, select the type of slip that Timeslips should automatically create and then select the specific task or expense for that new slip. In the example, Timeslips will automatically create an expense slip for Copying if you create a time slip for Appellate Briefs. This rule works for all timekeepers and all clients.

In the upper-right corner of the dialog box, two check boxes appear:

  • Active: Deselect the Active check box if you want to disable a trigger.

  • Prompt: Deselect the Prompt check box if you don’t want Timeslips to prompt you before creating the second slip. If you leave this box selected, Timeslips asks if you want to create the slip before creating it.

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