Choosing the slip-entry method
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Entering time totals on a time sheetSome professionals will prefer to enter only totals of their time. For example, consultants and other service professionals often do not need to record time in the level of detail that attorneys or accountants require. These professionals will often have a greater number of smaller tasks involved in their projects. They can quickly enter their time spent at the end of the day, using the Time Sheet Slip Entry dialog box as a weekly time sheet. This method is also convenient for quickly reviewing many entries at once.
See “Entering Time Using the Time Sheet” on page 8-17 for more information about entering slips using the Time Sheet Slip Entry dialog box.
Entering time and expense slips by email
Timekeepers who are out of the office may not have access to Sage Timeslips or Sage Timeslips eCenter. These professionals can still enter time and expense slips if they can access email. Using this method, timekeepers send specially-formatted messages to an email account that Sage Timeslips can access. Sage Timeslips can scan for these messages and translate them into slips.
See “Receiving Time and Expense Slips by Email” on page 8-20 for more information about entering slips by email.
Entering Time and Expense Slips
On a typical work day, you will use Sage Timeslips to enter time and expense slips. These slips detail who (the timekeeper) did what (the task or expense) for whom (the client). Sage Timeslips offers the Time and Expense Slip List dialog box and Slip Entry dialog boxes to simplify entering slips.
You can use Time and Expense Slip List dialog box to display a list of slips. To open the Time and Expense Slip List dialog box, click Slip List from the main toolbar or select Slips; Time and Expense Slips.
The Time and Expense Slip List dialog box can display all slips in Sage Timeslips or a group of slips.
Use Preferences or List Appearance Options to customize the list of slips.
You can use Slip Entry dialog box (see “Creating time slips” on page 8-4) to review, create, and edit slips. To open the Slip Entry dialog box, click Open from the Time and Expense Slip List dialog box, or press Shift and click Slip List from the main toolbar.
There are several program preferences that can help you access and enter slips. These are located on the Personal Preferences dialog box (select Setup; Preferences). Look up “personal
preferences” in the online Help system for more info.
Creating time slips
When creating expense slips, Sage Timeslips offers many shortcuts that can simplify slip entry. See “Using slip entry commands” on page 8-8.
To edit an existing time slip, find the slip that you want to edit, open the slip in the Slip Entry dialog box, edit the fields as necessary, and save the changes.
How to create a time slip
1 Click Slip List or select Slips; Time and Expense Slips to open the list of slips.
2 Click New to open the Slip Entry dialog box.
3 Set Type of the slip to Time.
4 Enter the details of the time slip.
Nicknames identify who
is doing what type of work for which client. Enter free-form text to describe the work performed. You can enter when the task happened (the start date) and how long the task took (the time spent). The billing rate x the time spent determines the value of the slip. Click the On/Off switch
to start or stop the stopwatch timer or you can enter the time spent manually. The slip status indicates if the slip is work is process, is in Proof Stage or has been billed.
Entering Time and Expense Slips
Creating time slips
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Select the appropriate timekeeper, task, and client for this slip. The name fields indicate which timekeeper did what type of work for which client. Sage Timeslips may fill in some slip fields automatically, depending on your default settings (see “Using slip entry commands” on page 8-8).
Optionally, select the appropriate reference. If you defined references for the client, you can select one from the Reference field.
Optionally, enter extra text. Use the Extra field to enter up to 16 characters of free-form text. You can use this text as a selection filter when generating bills and reports.
Optionally, describe the work done using the Description field. This text details the work performed for the client and can appear on bills and reports.
Sage Timeslips offers many tools to help entering descriptions, such as abbreviations, spell- checking, formatting fonts, and resizing fonts. Look up “entering descriptions” in the online Help for more information.
You can also use Windows Speech Recognition to narrate slip descriptions. Look up “speech recognition” in the online Help for more information.
Enter the date range covered by the slip By default, Sage Timeslips enters today’s date in the slip’s Start date and End date fields. You can enter a new date in the Start date field, press T
for today’s date, or click the Date button to select a date. See “Entering dates” on page 4-10 for information.
Optionally, enter the slip’s estimated time. Sage Timeslips uses the Time estimated field on some reports to calculate the variance between estimated and actual time.
Enter the duration of the work You can enter the duration in the Time spent field, click the
Time button to calculate time based on start and stop times, or click the Timer switch to time your work. See “Entering time values” on page 4-11 and “Timing slips” on page 8-6 for information on time entry commands.
Select the slip’s billing status. Typically, most slips will be Billable, but you can also set this status so you do not charge the client for the work.
If the Billing status and rate settings fields are not available, click Billing statusand Rate Settings
on the time slip.
Optionally, mark the Recurring check box. Use this check box only for slips you want to bill each billing period.
Optionally, you can choose to hold the slip for a future billing. If you do not want to bill the slip at this time, mark the Hold check box.
Optionally, choose a billing rate. Sage Timeslips automatically selects a rate using the rate rules you’ve set up for each client. You can override these settings by selecting the slip’s Rate Source and Level on the slip. Alternatively, you can enter a rate in the Rate Value field.
Optionally, use the Markup, Adjustment, and Do Not Bill time fields to modify the slip’s value. These fields allow you to modify the billable value of the slip on a slip-by-slip level.
If the Markup, Adjustment, and Do Not Bill time fields are not available, click Markup, Adjustment, and Do Not Bill time on the time slip.
Optionally, use the Attachment fields to attach a file to a slip. These fields allow you to include an associated file (like a receipt scan) with the slip.
5 Click Save to save the slip
For more info on any slip field, press F1.