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 create a nickname, Timeslips assigns that nickname a classification of Open.
You can change the classification to Inactive or to Closed. Changing the classification hides the nickname — and associated information — from the lists you use daily to create slips and transactions, edit information, and filter reports.
To change the classification of a single nickname from open to either inactive or closed, open that nickname in its Information window — for example, the Client Information window. Then open the Classification drop-down list in the upper-right corner, select a new classification, and save the nickname.
If you’re the type of person who wants to clean house at the end of the year, you can make changes to multiple nicknames simultaneously using the Change Classification dialog box. To display this dialog box, open the Names menu and choose the appropriate List window (the Client, Timekeeper, Task, or Expense List window). Then, on the toolbar running across the top of the window, click the Change Classification button.
Use the Change Classification From drop-down list to specify the current classification and the new classification, and then select the clients you want to change. Timeslips displays warnings, if any, associated with the nicknames you want to close. For example, unbilled slips exist for the selected clients.
If warnings appear, you can cancel changing classifications and take action to remove the warnings (in this example, delete or close the slips or bill them) or you can go ahead and click OK to change the classification of the selected nicknames. Timeslips asks if you’re sure; click Yes, and Timeslips changes the classification.
The List window for that nickname type no longer displays those nicknames on the Open tab. Instead, you can click the Inactive or the Closed tabs to view nicknames with those classifications.
If necessary, you can opt to include inactive and closed clients on reports. When setting up filters for the report, include the nickname’s Classification filter and edit the filter by clicking the Edit button that appears below the list of selected filters. In the dialog box that appears, select the classifications you want to include on the report.