Sage Timeslips Training Basic Class

Sage Timeslips Beginners Class and Support

This introduction course is ideal for the beginner who wants to get set up and 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.

Bring your questions to class so we can help you set up the system to meet the needs of your firm.

Course Outline View Outline

• Company Setup
  • Firm Information
  • Customize Terminology
  • Aging Periods
• Data Entry
  • Defining Timekeepers
  • Entering Clients
  • Client Matters
  • Client References
  • Master Clients
  • Defining Tasks & Expenses
• Entering Time & Expense Slips
  • Abbreviations
  • Partial Billing
  • Markup and Adjustments of slips
• Pre-billing Reports
  • Pre-Bill Worksheets
  • Slip Detail Report
• Making Corrections
  • Billing Assistant
• Generating Bills
  • Bills
• Entering Transactions
  • Financial exchanges
• Generating Reports – Post-billing Reports
  • A/R Reports
  • Slip Totals by Period

Additional Information for Sage Timeslips Beginners Training Class

• View calendar for dates and locations
• Sign up here or call 800.766.6770
• Download PDF

Policy – do not make travel arrangements until your class is confirmed we are not responsible for any travel expenses.

For more information on  Timeslips Training – Timeslips Class – Timeslips setup Training – Tmeslips Setup Class – Timeslips Introduction Training – Timeslips Introduction Class visit timeslipstraining.com