How to Use Sage Timeslips Menus and Toolbars - dummies

How to Use Sage Timeslips Menus and Toolbars

By Elaine Marmel

When you first open Sage Timeslips, you’re greeted by its main screen, which includes an enhanced navigator. Menus run across the top of the screen. Just below the menus, you see a toolbar with buttons you can click.

The Tip of the Day window appears by default. If you don’t want to see these tips, deselect the check box in the lower-left corner of the tip window. You can always open the Tip of the Day window manually by using the menu bar; just choose Help→Tip of the Day.


In addition to the menus at the top of the screen, a shortcut menu relevant to what you’re doing at the time often appears when you right-click. For example you see the shortcut menu that appears when you right-click in the Time and Expense Slip List window.


Focus, for a moment, on the bottom of the Sage Timeslips window.


At the left edge, you’ll see the Guides button. Click this button to display a list of guided tutorials on a variety of subjects related to Timeslips functions. You click Guides also to open the sample database. In the Guides and Procedures window that appears, scroll to the bottom of the list, click Switch to Sample Database, and then click Play.

To switch back to your database, click the Guides button and, in the Guides and Procedures window, scroll to the bottom of the list, click Return to my Database, and click Play.

Immediately to the right of the Guides button is the complete pathname (the list of folders) to your Sage Timeslips database. You can use the pathname to confirm that you’re working in the correct database.

Beside the pathname, you see the date Timeslips will use if you opt to prepare bills. You can change the billing date by clicking the date link at the bottom of the Sage Timeslips screen, which displays the Bill and Aging Date dialog box.

If you’d like to see the Bill and Aging Date dialog box every time you open Timeslips, choose Setup→Preferences to display the Personal Preferences dialog box and then click the Startup and Exit link on the left. Then, click to select the first option.

You can display the Bill and Aging Date dialog box only when you need it, by clicking the date link.


Finally, at the far right edge of the bottom of the screen, you see the name of the timekeeper logged into Timeslips. Each time you open a Timeslips database, Timeslips prompts you to select a timekeeper name from a list of available timekeepers so that program can use the personal preferences that timekeeper set.