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.
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
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-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 prior to it being final.
Bills are the final product that you send to clients, listing the work performed, expenses incurred, charges due, and payments received.
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.
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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 email@example.com
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