How to Create a Time Slip with the Sage Timeslips Slip Entry Window - dummies

How to Create a Time Slip with the Sage Timeslips Slip Entry Window

By Elaine Marmel

When you create a slip in the Sage Timeslips’ Slip Entry window, you have the most control over all information stored on the slip. To open the Slip Entry window and create a slip, follow these steps:

  1. Click the New (plus sign) button on the toolbar at the top of the main Sage Timeslips window.

    The Slip Entry window appears.


  2. Assign a timekeeper to the slip.

    You can select nicknames by tabbing to the field and typing a few characters of the nickname. Timeslips displays the nickname that most closely matches the letters you type. Using this approach, you can keep your hands on the keyboard, which most people find speeds data entry.

  3. Assign a client and a task to the slip.

    If you filled in a default task description, it appears in the large text box, which is the Description field. Information in the Description field appears on a client’s bills.

    The Timekeeper, Client, and Task fields are the only fields required to save a slip. However, you’ll want to complete the remaining fields so that your bills contain this meaningful information.

  4. If your company uses references, select the Reference field and then use the drop-down list or type a few characters to find and select the reference you want to assign.

  5. (Optional) You can type free-form text in the Extra field.

    The Extra field is a custom field; you can use it to enter up to 16 characters of free-form text. You can use this text as a selection filter when generating bills and reports.

    If you don’t expect to use the Extra field or any other fields in the Slip Entry window, you can disable them so that they don’t appear in the window.

  6. In the large text box, type or finish typing a description of the work performed.

    Anything you type in this box automatically appears on a client’s bills. You can use the buttons to the left of the box to format anything you type in the text box. While the description isn’t required to save a slip, your client is unlikely to pay you for time spent that you don’t describe.

  7. Tab to the Start Date field and supply the date when the work began.

    To assign today’s date, type T. You also can press the minus (−) key and the plus (+) key to decrement or increment, respectively, the date one day at a time.

    You also can type a date. Use two digits to represent the month, the day, and the year — Timeslips will supply slashes or dashes. See the “Using the Date Range dialog box” sidebar for details on using the calendars next to the date fields.

  8. Tab to the End Date field and use the techniques described in Step 7 to supply an end date.

    Typically, using the same start date and end date is best. For that reason, Timeslips assigns the same date in the End Date field that you used in the Start Date field. If this doesn’t happen, type an S in the End Date field.

  9. Tab to the Time Estimated field and, if you want, supply the amount of time you think the work will take if you haven’t already done it.

    You can type your time in hours, minutes, and seconds, separated by colons (:), but most people find it easiest to enter time using decimals, where 1/10 an hour equals six minutes. When you tab out of the field, Timeslips automatically converts the decimal entry to an hour/minute/second entry.

    If you don’t plan to estimate your time, feel free to hide the Time Estimated field this field.

  10. Tab to the Time Spent field and type the amount of time you spent on the task using either decimal entry or hour/minute/second entry.

    When you press Tab to select the next field, Timeslips updates the slip’s value in the upper-right corner of the Slip Entry window. To determine the value of the slip, Timeslips multiplies the time you spent on the task by the rate shown in the Billing Status and Rate Settings section.

    By default, Timeslips uses the rate setting you selected when you created the client’s nickname.

  11. Click the Save (disc) button on the vertical toolbar on the right.

    Timeslips saves the slip and assigns it an ID number, which appears in the upper-left corner of the Slip Entry window.