Timeslips Product Features
PRODUCTS
Timeslips New Features
NOTE: As of October 1, 2020 Sage Software will no longer sell or support Timeslips 2020 Perpetual Edition licenses. As of that date Timeslips is available only in the Premium edition, and only via annual subscription.
Timeslips Top Five Enhancements – 2009 through Premium 2021
Timeslips 2020 New Features |
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Duplicate Slips to Multiple Clients (Premium only) Slip duplication allows users to quickly assign a single slip for a client to multiple additional clients. Time or expense entries that use substantially the same values for multiple clients can be quickly and easily created to streamline the billing process. |
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Enter Payments from Accounts Receivable List Users can click on an invoice entry on the Accounts Receivable list and apply a payment directly to that invoice without having to open the invoice transaction first. |
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Reverse Payments from an Existing Transaction Upon receipt of a bounced check or an unsufficient funds notification, users can now simply reverse the payment transaction without having to create a new transaction and search for the original payment. |
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Apply a Credit Transaction to Multiple Open Invoices Credits can now be more quickly and accurately applied to multiple open invoices, and can utilize defined payment distribution rules to make the application |
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Client to Client Transfers (Premium only) A single payment received can now be applied to multiple clients/matters, streamlining the application of payments when a single payment applies to multiple clients. |
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Timeslips 2019 New Features |
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Enhanced and More Granular Security System The security system had been redesigned with more advanced password settings, including minimum length and the ability to require specific characters. You can now select which timekeepers each user can view and enter slips for. You can also choose which reports each user has access to. |
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LawPay Timeslips now integrates with LawPay, a popular credit card processing solution. When emailing bills, you can now include payment links on the email message that allow your clients to pay you using LawPay. You can easily review LawPay transactions when you open Timeslips. |
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Invoice Details New fields on the invoice transaction screen allow you to view much more detail including the number and date range of slips included, as well as timekeeper contributions and billing arrangements. Easily re-print the bill or a list of the slips included on the bill. |
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Client Contacts Timeslips can now track Client Contacts, people or organizations that you want to track but they are not clients and you will not be sending bills to them. You can associate contacts with one or more of your clients. |
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Reports Several reports have been updated to increase performance. The Funds Account Listing report now includes a grand total so you know the total amount you have in all client funds accounts. Several lists throughout Timeslips include a Print icon, allowing you to print a quick report. You can now choose whether these reports appear on-screen or print directly to a printer. |
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Timeslips 2018 New Features |
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The Sage Timeslips eCenter Data Transfer Utility has now been embedded directly into Timeslips, so users no longer have to run a separate utility to transfer slips | |
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Custom calculated fields can now be placed directly on client invoices, expanding the functionality of these fields dramatically | |
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The total number of timekeepers that can be configured for fee allocation calculations has been increased from three to ten timekeepers | |
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A bill can now be created from a simple QuickBill screen, allowing for time and expense entry, client information entry, payments, and selection of a bill format all from a single screen | |
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The Timeslips client budgeting process has been streamlined and simplified, and the budget calculation process can now be completed several times faster than with earlier versions | |
Timeslips 2017 New Features
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New database handler (Firebird SQL) for the Timeslips database, offering more powerful and flexible database capabilities |
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Improvements in speed and functionality for the Timeslips Billing Assistant, including a new “at a glance” view |
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Support for a greater number of users without compromising data integrity or performance |
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Redesigned Accounts Receivable entry and listing screens, offering more flexibility for tracking client balances |
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A new look and feel for client budgets, making the Timeslips Budgeting feature much more flexible and versatile to meet client needs. |
Timeslips 2016 New Features |
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Easier navigation through multiple client records when using the Billing Assistant in multi-client view | |
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Simpler attachment management – displays all client and slip attachments, including a preview image when available, and displays file locations and slip ID for tracking | |
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Improved “slip value” dialog design, including visibility of more details for a specific slip’s multiple values | |
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New Firebird SQL database platform offers significantly faster performance than the Borland Paradox database can provide (Premium only) | |
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more resilient database design that reduces risk of database corruption due to network connection overload, outages or latency (Premium only) | |
Timeslips 2015 New Features |
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Generate a payment receipt and easily email it to the client. Timeslips will track when a receipt is printed or sent by email. | |
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Use speech commands to create new entries, navigate and narrate descriptions. | |
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New firm and client contact information fields, including the firm’s email address, web site URL, and a second client address. | |
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Print a draft bill run, including watermarks on the bills to indicate they are draft bills. | |
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Set up custom lists of tasks and expenses for each client, making entering slips easier, because after you choose the Client, only the tasks or expenses associated with that client will be available on the slip. Ideal for firms that use electronic billing codes for some clients, but not others. | |
Timeslips 2014 New Features |
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TAL Pro (Timeslips Accounting Link), for connecting to accounting software such as Quickbooks or Sage 50/Peachtree, has been completely re-designed. Easily connect to your accounting package as needed, or disable the TAL Pro link with a new link at the bottom of the Timeslips window. Enhancements include new account categories, simplified assignment of accounts, improved posting process, the ability to reviewing past postings, improved linking of names and enhancements to slip creation. | |
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TSTimer has been replaced with a new application called TimeCapture which can track time automatically, based on the applications and windows that you access on your workstation. You can then convert all entries or specific entries into time slips for reporting and billing. | |
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New preferences have been added that help slip creation. New slips can automatically select the logged in timekeeper and also pull in data from other open windows. For example, if the Client List is open and client ABC is highlighted, when you create a new slip, client ABC can automatically be selected. | |
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The Slip List has been redesigned with several new features. It now includes a new filter at the top that allows you to show the last X number of slips entered, which can speed up performance in large databases. You can also now change the fields displayed on the Slip List using Field Themes and control whether several areas on the list are displayed or not. When printing from lists, you can now select the printer used to print the report. | |
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Sage Timeslips calendars can now synchronize with Google calendars | |
Timeslips 2013 New Features |
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Delete a selection of slips at one time, instead of selecting each one individually, making database cleanup much more efficient. |
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Attach electronic files (docs, spreadhsheets, scanned images, receipts) to individual slips and include these attachments either electronically or as printouts when including those slips with attachments on bills. Images can be scanned directly from the slip entry window and attached to the slip “on the fly”. |
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Slip notes entered on slips can now be printed directly on the pre-bill worksheet, to streamline the pre-bill review process |
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Print a draft bill run, including watermarks on the bills to indicate they are draft bills. | |
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Expenses can now have multiple billing rates, similar to time entries, for greater flexibilty in billing for costs |
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Timeslips 2012 New Features |
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Edit previously “finalized” bills with word processing software, without changing the bill history record in Timeslips. | |
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Define a specific location to store PDF copies of invoices and statements, on a client-by-client basis, to organize client invoices and make it easier to retrieve them when needed to re-send an invoice. |
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Email bills for approval directly, without first printing them, and still retain a bill image for subsequent reprinting and editing as needed. | |
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Ability to select a slip date range to be processed when selecting slips to be included in a summary “replacement slip” |
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Link directly to client documents and files from the Timeslips Client Information page, to quickly and easily review correspondence and other client-related documents for a specific client. |
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Timeslips 2011 New Features |
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Process client payment transactions (credit cards and electronic checks) automatically right from within the payments screen, using Sage’s secure “Payment Vault”. Specify “Payment Type” for the transaction via a drop-down list. |
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A new custom naming convention is now available for bills and statements emailed to clients. Where previously all bills and statements had the same file name, you can now include individual client names, invoice numbers, or invoice dates with data tokens. |
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Improved security measures in Sage Timeslips 2011 now offer the option to restrict slip entry completely on those clients who have that option checked. You can now choose to either “warn” or “restrict” slip entry on a client-by-client basis. |
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In Sage Timeslips 2011 you can now create up to 90 custom fields for Clients, Timekeepers, Tasks, and Expenses. This allows you to use more than one electronic billing format per database and insure that there are sufficient custom fields available for reporting purposes, as well. You can even create up to six different custom field “groups” to better organize and categorize these custom fields. |
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You now have more control over how calculations are done for subtotals and grand totals in user-defined reports. New in Sage Timeslips 2011, you can choose how each field is calculated. Take more control over these values by using the sum as the total or use a custom formula to provide subtotals or grand totals. |
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Timeslips 2010 New Features |
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E-mail Timeslips bills and statements to clients using a customizable template to conform to today’s paperless office. |
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View changes to bills and reports without the interruption of saving the template to the report list for improved efficiency. |
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Track the numeric data that’s most important to your business using four new types of custom fields that can attach to timekeepers, clients, tasks, and/or expenses. |
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Personalize your reports with the data you need by including new numeric fields in customized formula calculations. |
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Enjoy greater flexibility in database maintenance by selecting specific names to purge from your database. |
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Timeslips 2009 New Features |
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Streamlined payment entry with auto-fill option for payment entry within the client balance. |
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Accurately and easily avoid conflicts of interest with an integrated conflict checker for clients and timekeepers. |
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Speed up data entry by making references inactive to remove them temporarily from lists. Make the references active again when they are needed. |
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Increase efficiency with new Timekeeper Contribution and Collections report to help summarize Work in Process, billed, and collected totals for Timekeepers. |
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Create powerful user-defined reports using your own custom formulas. |
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