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Sage Timeslips lists the number of station licenses purchased and the number in use in the About Sage Timeslips dialog box (select Help; About Timeslips). To purchase additional licenses, call(800) 285-0999 or visit our web site at http://www.SageTimeslips.com.
Using the Create a New Database wizard
Creating a new database is easy with the Create a New Database wizard. This wizard walks you through creating a new database and prompts you for each piece of information needed.
The following steps detail the process of creating a Sage Timeslips database using the Create a New Database wizard. Sage Timeslips also offers commands to create a database based on your current database or to create a database based on a database backup. Look up “creating databases” in the online Help for more information about these commands.
Starting the Create a New Database wizard
1 If necessary, start Sage Timeslips (select Start; Programs; Sage Timeslips; Sage Timeslips, by default).
2 Open the Create a New Database wizard:
If you are opening Timeslips for the first time, the Welcome to Sage Timeslips dialog box opens at startup.
Click Create a New Database to start the Create a New Database wizard. Otherwise, select
File; New; Database to start this wizard.
Select a Database Style
Sage Timeslips may be able to supply you with a database structure that suits your profession. This can help simply the setup process for your firm’s database. These profession-specific databases include terminology, task names, expense names, and custom fields familiar to your industry.
You can create a new database or select an existing database to open.
If you purchased an electronic billing or audit house link, Sage Timeslips also provides databases that contain custom fields and activity names required to audit your billing data.
You must install the electronic billing or audit house add-on before you can create a database based on the specific electronic billing or audit firm. See “Installing additional licenses or other add-ons” on page 2-8 for more information on how to install Sage Timeslips Add-Ons.
1 Select the appropriate profession, electronic billing, or audit house database from the list. To create an empty database, mark Empty Database.
2 Click Next to continue creating the new database.
For more information on profession-specific or electronic billing databases, look up “profession databases” or “electronic billing” in the online Help.
Select Database Location
Sage Timeslips stores each database as a group of files in its own folder. You should make a note of the file path to each database. You will need to know the location of the database in order to perform some database management tasks.
You can create a database pre-populated with data for a specific profession or create an empty database.
Select the location of the new database.
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1 Select the folder where you want Sage Timeslips to create the database. If necessary, click
Browse to select a different location.
2 Click Next to continue creating the new database.
Enter Firm Name
Your firm name will appear on reports and bills that you print through Sage Timeslips.
1 Enter the name of your firm.
2 Click Next to continue creating the new database.
Select the Number of Decimal Places
Sage Timeslips allows you to select how it tracks and displays numerical values, such as rates, fees, markups, and discounts. Select the number of decimal places that you want to track when storing numeric values.
1 Select the number of decimal places to track for these values.
2 Click Next to continue creating the new database.
Choose how Sage Timeslips tracks and displays numerical data.
Select First Month of Fiscal Year
Sage Timeslips allows you to set your company’s start month for the fiscal year. This is important when tracking historical data or printing year-to-date reports.
1 Select the starting month for your fiscal year.
2 Click Next to continue creating the new database.
Select Next Invoice Number
This view determines the invoice number Sage Timeslips prints on the next invoice. This number increments as you generate and approve invoices.
1 Use the default invoice number, 10000, or enter a custom invoice number.
2 Click Next to continue creating the new database.
Select the starting month of your firm’s fiscal year.
Select the starting invoice number for invoices generated in Timeslips.
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Select Bill LayoutBill layouts determine where items are positioned on bills and the level of detail that appears for each individual charge on the bill.
You can double click the Preview box to preview the level of detail for each choice. Click Done
when you are finished to return to the wizard.
The layout you select provides Sage Timeslips with a starting point for the default bill layout. Before you generate bills, you can adjust the bill layout as needed.
1 Select the default bill layout.
2 Choose the level of detail to show for each time and expense entry.
3 Click Next to continue creating the new database.
For more information on controlling the level of detail on bills, see “Determining the Appearance of Bills” on page 12-14.
Select the default bill layout that Sage Timeslips will assign to clients.
Optionally include a cover page on the bill that can summarize billing totals and include custom greetings.
Select Accounting Link
If you want to transfer your transactions to a general ledger, Sage Timeslips lets you choose an accounting package link.
1 Select an accounting link.
2 Click Next to continue creating the new database.
Select Features
If you will not use some features, Sage Timeslips lets you disable them.
1 Unmark any features that you want to hide.
2 Click Next to continue creating the new database.
For more information on enabling or disabling features, see “Disabling features” on page 6-11.
Select an accounting link so you can send transaction information to your general ledger.
Unmark features to hide them in Sage Timeslips.