It's About Time

Create a "Top Client" List in Timeslips

At this time of year, many of my Timeslips clients ask how to create a list of their top clients.  One of the easiest way to do this is to print the Timeslips Slip Summary Listing to Excel and then sort by the Total Fees column.  Here's how:

Go to Timeslips Reports; Slips; Slip Summary Listing

• Enter date range criteria on the Timeslips criteria selection screen.

 

 

 

 

 

 

Click on "Options".  Check the boxes shown 

 

 

 

 

 

Click on the "Sort and Subtotal" tab.  Select Client Nickname 1 and Subtotal.  Next, Print to Microsoft Excel

 

 

 

 

 

Export Report Data in Columns and Include Column Titles.

Once the Report is displayed in Excel, you can sort the "Billed Slip Value" column from "Largest to Smallest" .

Timeslips "Help" Option: What's in There?

Sometimes the last place we think to look for something is in the "Help".  As it turns out, the Timeslips "Help" option is chock full of interesting and useful information.  Here are some examples of how you might benefit from Timeslips "Help".

• Online User Guides: Did you ever wonder what happened to the Timeslips User Guides now that they no longer ship anything?  Well here they are in digital format
• What's New:  After you purchased a Timeslips upgrade, the easiest and best way to find out what has been added or changed in the new version is to click on the "What's New" in Timeslips Help.  It lists the New Timeslips features found in all Timeslips versions going back to Timeslips version 9.1!
• Feature Tours:  This is the best place to go to get Timeslips training videos. Going back to Timeslips 2013, they show the new features in video format.  New users can get help with basics like setting up clients.  Find out how to use some features that may have slipped under your radar like TimeCapture and TAlPro.
• Product Documents:  This doesn't sound like much, but here is where you can find out about different bill layouts.  There are SO MANY reports in Timeslips.  The "Report Samples" will help to demystify some of this.  "Billing Arrangements" can also be very useful.  Sometimes people find they've been doing things "the hard way", when all it took was a change to the billing arrangement.
• Sage Support:  This is where you can link to the Knowledgebase.  If you have Sage technical support, this is where they want you to go before you call them.  I'm not sure if everyone has access to this option or only the users that have purchased Timeslips Premium or a Business Care Plan from Sage.  Go here also to check for Updates and Service Releases.  
• Submit a Product Idea:  Do you have a great idea for a new feature?  Do you wonder why Sage never "fixed" or updated an existing feature?  This is the place you go to submit your ideas.  Believe it or not, Sage does pay attention to these suggestions.  This is how new features get added or old features get updated.  It's the old "squeaky wheel" method.  If they hear from enough people about the same thing...guess what...it is usually included in the next service release or product enhancement.  

Hope this "helps" :-)

 

How to Link Your Saved Documents to Timeslips

One of Timeslips often overlooked features is the Timeslips "View Documents" option found on the Timeslips Client List toolbar and now also inside the Timeslips Client Information if you have Timeslips Premium or Timeslips 2018.  Earlier versions show the icon on the Timeslips Client List toolbar, but not inside Client Information

 

 

 

 

 

 

 

 

 

 

So now that you've found the Timeslips "View Documents", what can you do with it?

Here are a few ideas for adding documents to Timeslips :

• Contracts:  
  • Engagement Letters
  • Non-disclosure agreements
  • Fee agreements
  • Final settlements
  • Real Estate Documents
  • Lease Agreements
• Websites: 
  • Client's company website
  • Other websites that might be pertinent to the case.
• Templates:  Easily access Word or other templates that you frequently use, such as:
  • Welcome Letter
  • Payment Reminder letter  
• Expense Receipts:  Link all expense receipts associated with the case.  
• Your Invoices:  
  • In addition to the documents that you can manually link, Timeslips automatically links the PDF files that you create when Generating Bills.  Even if you are printing and mailing bills, I highly recommend that you also print to "PDF" which will automatically file your bills in the correct client folder with Invoice number for easy identification and retrieval.  You can access these invoices from the "View Documents"; "Client Folder".  As mentioned in previous articles, this is the preferred method of accessing previous billings.  Even though the Timeslips "Reprint Bills" option is still available, it does not always have the invoices you are looking for.  

More ideas:

To make it even easier, you could add the templates to the Client Default templates that you use to set up a new client.  

Your options are limitless