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.

Before you begin to set up client nicknames, you might want to disable conflict checking. During setup, conflict checking can be annoying because Timeslips automatically checks for conflicts as you save each new client. To disable conflict checking, choose Setup-->General and, on the left side of the General Settings dialog box, click Conflict Checking.

Click to deselect the Check for Conflicts When Saving a New Client option. As you begin to use Timeslips, you will probably want to re-enable conflict checking; reopen the General Settings dialog box and select that same option.

To create a new client’s nicknames, follow these steps:

  1. Choose Names-->Client Info to open the Client List window.

    The Client List window looks just like the Timekeeper List window.

  2. Click the New (plus sign) button on the toolbar at the top of the window.

    The Client Information window appears, looking just like the Timekeeper Information window.

  3. Type characters that represent the client for nickname 1 in the 1 box and, if appropriate, type an optional nickname 2 in the 2 box.

    Each nickname must be unique. Nickname 1 can be up to 30 characters, and nickname 2, up to 15 characters.

    Remember, Nickname 2 is optional. Many law firms assign one nickname as the client’s file number and the other nickname as an English language-like name for the client.

  4. In the Set Up This Record to Match Fields From list, click Default or the appropriate template. Then click the Apply Defaults button.

    The detailed version of the Client Information window appears, still displaying the nicknames you supplied as well as a classification of Open.

    If you plan to use replacement slips for some of your clients and you’re creating nicknames for a replacement slip client, make sure you select your replacement slip template. Otherwise, select the Default template.

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  5. In the Name and Address section, provide the client’s name and address as you want them to appear on the client’s bill.

  6. In the Phone Numbers and Email Addresses section, supply appropriate phone numbers for the client. If you plan to e-mail bills to the client, provide an e-mail address and any e-mail addresses to which you want to send copies.

    If you use a compatible phone device and service, you can let Timeslips dial the phone for you by clicking the button beside the phone number you want your computer to dial.

  7. In the Status section, you can

    • Designate a client as a Master Client.

    • Specify that slips for this client default to No Charge. Lawyers often use this setting to track work for pro bono clients.

    • Identify the client as an overhead client, to whom employees can assign time spent on non-client work.

    • Select the Restrict Slip Entry box to warn employees that you don’t want them to enter slips for this client. When used with the Timeslips Security feature, you can prevent employees from entering slips for the client. Some companies use this setting to try to control entering slips for clients who might have a large outstanding balance.

  8. In Reference To box, type a description of the general work you do for the client.

    This information typically appears on the client’s bill, immediately below the client’s address information.

  9. Click the Save (disc) button on the vertical toolbar.

You’ve now set up the basics for a client.

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