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Outline

This course is ideal for the beginner who wants to learn the basic features of Timeslips. The course will guide you through the process of entering in your timekeepers, clients and tasks, as well as - tracking your time and expenses, entering transactions, and generating reports and bills. Upon completion of this training, you will be ready to use Timeslips for your own billing.

This Training Course is designed to bring you through the process of:

Company Set-up

• Firm Information -contains your company’s name, address, and phone information.
• Customize Terminology- phrasing that is customizable, enabling you to change it to fit your office.
• Aging Periods-Sets the aging periods that track overdue balances and calculate interest

Data Entry

• Defining Timekeepers - the person who bills for their time or expenses
• Entering Clients - the person being charged for work performed by your company.
  • Client Matters
  • Client References
  • Master Clients
• 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.
• Markup and Adjustments of slips- allows you to alter the value of the slip before it is 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.

Generating Bills

• Bills are the final product that you send to clients, listing 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-offs, and refunds.

Generating Reports - Post-billing Reports

• A/R Reports- 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 time sheet to show each timekeeper’s monthly total charges.

Class price $399
Manual included