Cover image for Sage Timeslips For Dummies.
Sage Timeslips For Dummies.
Title:
Sage Timeslips For Dummies.
Author:
Marmel, Elaine.
ISBN:
9781118847664
Personal Author:
Edition:
1st ed.
Physical Description:
1 online resource (407 pages)
Contents:
Title Page -- Copyright Page -- Contents at a Glance -- Table of Contents -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part I: The Basics -- Chapter 1: Setting Up Sage Timeslips -- Understanding the Sage Timeslips Billing Process -- Creating a Sage Timeslips Database -- Making Things Work Your Way -- Notes for Network Timeslips Users -- Chapter 2: Familiarizing Yourself with the Interface -- Using Menus and Toolbars -- Taking Advantage of Navigators -- Viewing Information by Using Timeslips Today -- Chapter 3: What's In a Name? -- Saving Time with Templates -- Creating Timekeepers -- Creating Tasks and Expenses -- Setting Up Clients -- Importing and Exporting Information between Clients -- Chapter 4: Slips: The Foundation of Time Tracking -- Creating a Time Slip with the Slip Entry Window -- Creating an Expense Slip in the Slip Entry Window -- Tracking Time as You Work -- Using the Timesheet Window -- Searching for Slips -- Making Data Entry Easier -- Chapter 5: Managing the Money -- Working with Accounts Receivable Transactions -- Handling Client Funds Transactions -- Using Bank Deposit Slips -- Reviewing Transactions -- Part II: The Fun Part: Working with Bills and Statements -- Chapter 6: Preparing and Sending Bills -- Examining a Typical Billing Cycle -- Reviewing Information and Making Corrections -- Generating and Approving Bills -- Reprinting a Bill -- Undoing an Approved Bill -- Sending Bills by U.S. Postal Service -- E-Mailing Bills -- Chapter 7: The Basics of Layouts -- What's a Layout? -- Assigning a Layout -- Including Messages on Bills and Statements -- Chapter 8: Designing Bill Layouts -- Getting Started -- Understanding the Design Tab -- Changing Fonts for a Bill Layout -- Making Changes in a Free-Form Section -- Making Changes in a Table Section.

Part III: Working with Billing Arrangements -- Chapter 9: Using the Slip Billing Arrangement -- The Difference between Slip Value and Billed Slip Value -- Changing the Billed Value of Individual Slips -- Changing Billed Values for a Task or an Expense -- Changing Billed Slip Values by Client -- Summing Changes to Billed Slip Values -- Chapter 10: Using Flat Fee Billing Arrangements -- Slips and Flat Fee Arrangements -- Setting Up a Flat Fee Billing Arrangement -- Using Override Slips -- Chapter 11: Progress Billing versus Interim Billing -- Using a Progress Billing Arrangement -- Using an Interim Billing Arrangement -- Chapter 12: Extra Billing Arrangement Information -- Understanding Billed Slip Values -- Reporting on Billing Arrangements -- Part IV: Reporting -- Chapter 13: Making Reports Work for You -- Understanding the Types of Timeslips Reports -- Controlling Report Content -- Printing a Report -- Chapter 14: Building Customized Reports -- Modifying the Report List Window -- Duplicating a Standard Report -- Creating a New Report -- Part V: Fancy Stuff -- Chapter 15: Keeping Your House Safe -- Making Sure Your Data Is Valid -- Backing Up and Restoring a Database -- Securing Your Data from Prying Eyes -- Using the Audit Trail to Track Actions -- Using Station Administrator -- Chapter 16: Managing Databases -- Opening a Different Database -- Creating Custom Fields -- Hiding Features You Don't Use -- Hiding and Redisplaying Data -- Removing Data -- Saving Purged Data -- Exchanging Data with Other Databases -- Chapter 17: Features for Power Users -- Using Budgets -- Using Categories -- Setting Up Taxes -- Updating Rates -- Updating Slips -- Filtering Names with My Lists -- Taking Advantage of the Slip Approval Feature -- Splitting Bills between Clients -- Allocating Fees to Timekeepers -- Part VI: The Part of Tens.

Chapter 18: Ten Frequently Asked Questions -- What's a Database? -- How Do I Identify the Current Database? -- How Do I Call Them "Professionals"? -- How Do I Use Timeslips in a Network? -- What's a Station License? -- How Do I Determine the Number of Station Licenses I Own? -- How Do I Release a License from a Workstation? -- How Do I Release a License When the Computer Is Gone? -- Why Can't I Perform Critical Functions? -- Why Do I See Prompts to Reopen the Database? -- Chapter 19: Ten More Frequently Asked Questions -- How Do I Respond to an Error Message? -- Can I Change the Nickname Length? -- Can I Import Copying and Long-Distance Costs? -- What's eCenter? -- Can Timeslips Notify Me When a Client Exceeds an A/R Balance? -- What Are TAL and TAL Pro? -- What Are the Benefits of Linking Timeslips and Outlook? -- Can I Copy Name and Address Information from One Client to Another? -- How Do I Prepare One Bill for the Court? -- Can I Save Printer Settings for Bills? -- Appendix A: Installing Sage Timeslips -- Appendix B: Linking to Microsoft Outlook -- Index -- About the Author.
Abstract:
Let Sage Timeslips For Dummies show you how to turn your time into money If you run a business that bills for its time, it's time you looked into Sage Timeslips and all it can do for you. This practical and friendly guide will help you get to know the Timeslips interface, set up templates for your business, prepare bills and statements, generate reports, track payments, and manage your billable hours across multiple clients. You'll also get the scoop on utilizing a variety of billing scenarios commonly used by attorneys, consultants, accountants, architects, and other service professionals, including hourly, contingency, flat fee, percentage of completion, interim billing, progress billing, and more.  Covers time-tracking basics and billing best practices for your specific business needs Details how to set up Timeslips, account for hours, customize statements, prepare and send bills, reconcile payments, manage client databases, and keep your data safe and secure Explains how to integrate Sage Timeslips with QuickBooks and Peachtree accounting software as well as Microsoft Office productivity solutions like Outlook and Excel to help better manage and analyze your overall business From sole practitioners running a small business to larger service firms with multiple timekeepers on a project, Sage Timeslips For Dummies is the key to tracking your time and increasing your profitability.
Local Note:
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2017. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
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