Outline
The Timeslips training course is ideal for the beginner who wants to learn the basic features of this important software program. The course will guide you through the process of entering in your timekeepers, clients, and tasks, as well as tracking time and expenses, entering transactions, and generating reports and bills. Upon completion of this training, you will be ready to use Timeslips to address your own billing requirements.
This training course covers the following:
Company Set-up
- Firm Information – contains your company’s name, address, and phone information.
- Customize Terminology – addresses phrasing that is fully customizable, allowing you to change it to fit the needs of your office.
- Aging Periods – sets the aging periods that track overdue balances and calculate interest.
Data Entry
- Defining Timekeepers – identifies the persons who bill for their time or expenses.
- Entering Clients – defines the person being charged for work performed by your company.
- Client Matters
- Client References
- Master Clients
- Defining Tasks & Expenses – identifies events that make up the parts of a particular job.
Entering Time & Expense Slips
- Abbreviations – allows 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 insights 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
- Streamlines the final product that you send to clients. Your professional-quality bills will list work performed, expenses incurred, charges due, and payments received.
Entering Transactions
- Enter financial exchanges between you and your clients that affect the client’s accounts receivable balance. 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 – provides analysis of overdue balances.
- Slip Totals by Period – 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.
Included:
Cost: $399
- One Day Session
- 9am - 4pm
Small Hands-on classes
Three Ways to Sign Up:
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