Sage Timeslips Basic Training Class Online
Sage Timeslips is a powerful tool for small business owners - when they know how to use it! From creating accurate, attractive invoices to applying payments received to the correct invoices, Sage Timeslips can give you power over the accounting functions of your business, saving time, money and hassle. Accounting Business Solutions by JCS offers a complete range of Sage Timeslips classes for users of all skill levels. The first class in our series of Sage Timeslips classes is the Introduction to Sage Timeslips class, which is perfect for somebody who is new to Sage Timeslips and wants to learn the basics. Our course will guide you through all of the basic functions of Sage Timeslips, such as entering timekeepers, clients, and tasks, generating reports and bills, tracking your time and expenses, and entering transactions. Topics covered in the Introduction to Sage Timeslips class include:
Sage Timeslips Company Setup
Firm Information
Contains your company's name, address, and telephone information.
Customize Terminology
Sage Timeslips allows you to customize certain phrasing within the program, enabling you to integrate specific office language into your Sage Timeslips software.
Aging Periods
Sets the aging periods that track overdue balances and calculated interest.
Sage Timeslips Data Entry
Define Timekeepers
Define the people within your company who will be using Sage Timeslips to bill for their time and expenses.
Entering Clients
Sage Timeslips considers clients to be the people 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 and Expenses
Events that make up the parts of a particular job.
Sage Timeslips Entering and Correcting Transactions
Entering Transactions into Sage Timeslips
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 offs, and refunds.
Making Corrections in Sage Timeslips
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 ets you make corrections to the information that appears on the bill prior to it being final.
Sage Timeslips Entering Time and Expense Slips
Markup and Adjustments of Slips
Allows you to alter the value of the slip before it's billed.
Abbreviations
Allow you to abbreviate frequently type words, phrases, and sentences.
Partially Billed
Understanding how to set up and track progress billing or partial billing.
Pre-Billing Reports
Pre-Bill Worksheets
Includes all of the billing data that has not yet appeared on a final bill.
Slip Detail Reports
Includes all of the billing data that has not yet appeared on a final bill.
Post-Billing Reports
Accounts Receivable 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.