Sage Timeslips Software Basic Training Class Kirkwood, Missouri
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9:00 am to 4:00 pm -“SIGN UP HERE”- Timeslips Basic Training Class in Kirkwood, Missouri or call 800.475.1047
Timeslips Software Basic Setup – This course is ideal for the beginner who wants to learn the basic features of this important time and billing software program. 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 simple bills. Upon completion of this training, you will be ready to use Timeslips Software for your own firms time and billing.
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
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-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.
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.
Bills are the final product that you send to clients, listing work performed, expenses incurred, charges due, and payments received.
Entering financial exchanges between you and your clients that affect the clients 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 timekeepers monthly total charges.
User Guide, lunch and Certificate of Attendance are included with class. 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. Contact our office for current course pricing. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation
Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!