Course Descriptions

Levels of Timeslips courses include:

• Basic Training
  Learn how to use the basic features of Timeslips - tracking time and expenses
  - entering transactions
  - generating reports and bills.
  For information, click here.

• Intermediate Training
  Learn how to...
  - customize and manage client information
  - import and export data, set up defaults
  - change bill and report formatting.
  For information, click here.

• Advanced Training
  Learn how to use advanced billing features, create custom bills and reports using Timeslips Report Designer, and customize the Timeslips user interface.

Check out the calendar for upcoming sessions.

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Timeslips Basic Training

This course concentrates on the following:

•  Define user, client, and activity names

• Define client references 

• Tract time and expenses on slips

• Enter payment transactions

• User the Report Wizard to find reports that meet your needs

• Generate a pre-bill Full Detail Worksheet

• Review and edit billing information in the Billing Assistant

• Generate bills and put them in Proof Stage

• Finalize bills after reviewing them

• Create a database backup

• Enter data more efficiently, using shortcuts

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Timeslips Intermediate Training

This course concentrates on the following: 

• Create and assign custom fields to clients

• Customize database terminology

• Set up new clients defaults

• Create projects for clients

• Import and export client information

• Change bill format options

• Set up a flat fee billing assistant

• Customize fields in the bill layout

• Undo bill finalization

• Reprint stored bill images

• Alter reports settings for selection, sorting, options, and fonts

• Save and use report templates

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