Overview of Timeslips Programs

• General Overview
• Using Navigator
• Backing up and File directories

Defining Users or Timekeepers

• Changing the name
• Adding new users
• History and list views

Defining Activities

• Basic principles and styles
• Defining time and expense activities

Defining Clients

• Three ways to approach defining clients
• Ways to use nicknames
• Using export and import
• Defining defaults

Creating Slips

• Overview
• Techniques for faster data entry
• Using and creating abbreviations
• Using and creating references
• Types of billing status
• Other Slip actions
• Searching for slips
• Listing slips
• Limiting the slip lists

Posting Payments

• Covering the 12 kinds of transactions of four types
• Posting quickly
• Open item versus balance forward accounting with Timeslips

Reporting

• Seven type of reports
• Using Slip analysis reports.
• Creating 2 different slip analysis reports
• Selecting, sorting and formatting slips for reports
• Printing reports
• Reporting on closed and archived slips
• Subtotaling reports
• Accounts receivable reports
• Doing Aged Client Investment reports
• Doing User contribution reports
• Other important reports
• Creating User Defined Custom reports

Generating Bills

• Exact detailed procedures
• Reprinting bills
• Closing slips

Maintenance procedures

• Hiding clients
• Backing up
• Surge protection
• Virus protection
• Data Verification
• Using Station Administrator

Customizing and speeding up Timeslips

• Changing defaults
• Changing operational settings
• Changing backup options
• Speeding up data entry in timer

Customizing bills

• Adding items like aged balance table
• Adding bill messages and transaction phrases
• Adding a Bill cutoff date to the bill
• Setting up flat fees
• Creating a new bill layout with new phrases, orders and attributes
• Creating a new bill format (not the layout), which shows no detail but
• only a general description.
• Dividing clients for multiple bill formats

Database Considerations

• Updating database capacity and relinking the database in case of problems
• Adding Custom fields such as practice area or billing period.

Month end procedures

Purge and archive procedures

Year end procedures

Other Timeslips Products.