Sage Timeslips Support Basic Training – 800.475.1047 – Support – Training – Consultant – Reseller

Sage Timeslips Support Basic Training – 800.475.1047 – Support – Training – Consultant – Reseller

Sage Timeslips Software Basic Setup: This hands on course is ideal for the beginner who wants to learn the basic features of this time and billing software program. The course will guide you through the process of setting up your timekeepers, clients and tasks, as well as how to record your time and expenses, entering transactions, and generating reports and simple bills.  Upon completion of this training course, you will be ready to use Timeslips software for your own businesses time and billing.

 

Company Set-Up

Firm Information – contains your company’s name, address, and telephone information

Customize Terminology – phrasing that is customizable, enabling you to change to adhere to your specific office language

Aging Periods – sets the aging periods that track overdue balances and calculated interest

 

Data Entry

Define Timekeepers – the person who bills for their time/expenses

Entering Clients – the person being charged for work performed by your company

Client Matters – how to define categories for your client matters

Client References – how to define client specific references

Master Clients – assigning multiple projects to a single client

Defining Tasks & Expenses – events that make up the parts of a particular job

 

Entering Time & Expense Slips

Abbreviations – allow you to abbreviate frequently typed words, phrases, and sentences

Partially Billed – understanding how to setup and track progress billing or partial billing

Markup and Adjustments of Slips – allows you to alter the value of the slip before it’s billed

 

Pre-Billing Reports

Pre-Bill Worksheets – includes all the billing data that has not yet appeared on a final bill

Slip Detail Reports – provides detailed information about each time and expense slip

 

Making Corrections

Billing Assistant – offers an insight into each client’s up-to-the-minute status and provides every detail that contributes to the calculation of the client’s next bill. This tool is like an editable pre-bill worksheet that lets you make corrections to the information that appears on the bill prior to it being final.

 

Generating Bills

Bills are the final product that you send to clients, listing the work performed, expenses incurred, charges due, and payments received.

 

Entering Transactions

Entering financial exchanges between you and your clients that affect the client’s accounts receivable balance. They track client charges through invoices and responses to those invoices through payments, credits, write-off’s, and refunds.

 

Generating Reports – Post-Billing Reports

Accounts Receivable Reports – this report provides analysis of overdue balances

Slip Totals by Period – this report shows totals for hours, fees, and costs for your slips in a Periodic Table. You can show daily, weekly, monthly, quarterly, semiannual, or yearly totals. With this report you can print a weekly timesheet to show each timekeepers monthly total charges.

 

Get Sage Timeslips Training, Help and Fast Answers on the phone, online or in person. Sage Timeslips Software Basic Training Class 100% Satisfaction Guaranteed or come back for FREE within 60 days!

Classes held from 9:00 am – 4:00 pm    Sign Up Here

Call Now 800.475.1047 to speak with a Certified Consultant for Sage Timeslips Technical Support and Help

User Guide, Lunch and Certificate of Attendance are included.  Classes are small and hands on, 1 person per PC. All classes are CPE accredited.

Accounting Business Solutions by JCS also offers Timeslips Software Technical Support and help.  Payment is required to register for the class. Availability will be confirmed once your registration information is received and processed. Please do not make any travel arrangements prior to confirmation received from JCS. JCS is not responsible for any travel expenses made without confirmation.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

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