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Sage Timeslips For Dummies

Sage Timeslips For Dummies

Elaine Marmel

ISBN: 978-1-118-83276-9

Mar 2014

408 pages

Select type: Paperback

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Let Sage Timeslips For Dummies show you how to turn your time into money

If you run a business that bills for its time, it’s time you looked into Sage Timeslips and all it can do for you. This practical and friendly guide will help you get to know the Timeslips interface, set up templates for your business, prepare bills and statements, generate reports, track payments, and manage your billable hours across multiple clients. You’ll also get the scoop on utilizing a variety of billing scenarios commonly used by attorneys, consultants, accountants, architects, and other service professionals, including hourly, contingency, flat fee, percentage of completion, interim billing, progress billing, and more. 

  • Covers time-tracking basics and billing best practices for your specific business needs
  • Details how to set up Timeslips, account for hours, customize statements, prepare and send bills, reconcile payments, manage client databases, and keep your data safe and secure
  • Explains how to integrate Sage Timeslips with QuickBooks and Peachtree accounting software as well as Microsoft Office productivity solutions like Outlook and Excel to help better manage and analyze your overall business

From sole practitioners running a small business to larger service firms with multiple timekeepers on a project, Sage Timeslips For Dummies is the key to tracking your time and increasing your profitability.

Introduction 1

Part I: The Basics  5

Chapter 1: Setting Up Sage Timeslips 7

Chapter 2: Familiarizing Yourself with the Interface 21

Chapter 3: What’s In a Name? 39

Chapter 4: Slips: The Foundation of Time Tracking 71

Chapter 5: Managing the Money 103

Part II: The Fun Part: Working with Bills and Statements 125

Chapter 6: Preparing and Sending Bills 127

Chapter 7: The Basics of Layouts 149

Chapter 8: Designing Bill Layouts 157

Part III: Working with Billing Arrangements 179

Chapter 9: Using the Slip Billing Arrangement 181

Chapter 10: Using Flat Fee Billing Arrangements 193

Chapter 11: Progress Billing versus Interim Billing 211

Chapter 12: Extra Billing Arrangement Information 219

Part IV: Reporting 227

Chapter 13: Making Reports Work for You 229

Chapter 14: Building Customized Reports 247

Part V: Fancy Stuff 257

Chapter 15: Keeping Your House Safe 259

Chapter 16: Managing Databases 279

Chapter 17: Features for Power Users 309

Part VI: The Part of Tens 333

Chapter 18: Ten Frequently Asked Questions 335

Chapter 19: Ten More Frequently Asked Questions 341

Appendix A: Installing Sage Timeslips 349

Appendix B: Linking to Microsoft Outlook 359

Index 371

Bonus Chapter 1: Linking to a General Ledger