How to Assign a Sage Timeslips Layout - dummies

How to Assign a Sage Timeslips Layout

By Elaine Marmel

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 to use a few different layouts in your Timeslips database.

For example, when you perform a great deal of work for a particular client, you might opt to include a cover page that summarizes bill information. For other clients whose bills include only a few charges, a cover page might seem superfluous.

You can use the Bill and Statement Layout List window to assign a bill layout to clients. Follow these steps:

  1. Choose Bills→Bill and Statement Layouts.

    Timeslips displays the Bill and Statement Layout List window, which lists the layouts available to you.


  2. Select the layout you want to assign, and then click the Assign button below the list.

    Timeslips displays the Assign Layouts to Clients dialog box. The layout you selected appears at the top of the dialog box.


  3. Select the clients to whom you want to assign the layout.

  4. Click the Assign button.

    Timeslips displays a message asking you to confirm that you want to assign the selected layout to the selected clients.

  5. Click Yes.

    Timeslips displays a message confirming that the layout is assigned to the selected clients.

  6. Click OK.

  7. Click the Close button (the X in the upper-right corner) to close the Bill and Statement Layout List window.

You can use the same steps to assign a statement layout to each client. Just switch to the Statements tab after Step 1.