Are you a authorized skilled seeking to streamline your shopper administration course of? Timeslips, a number one authorized accounting software program, affords a strong characteristic set that features the power to simply enter and handle shopper data. On this tutorial, we are going to information you thru the step-by-step technique of coming into a brand new shopper into Timeslips, guaranteeing you could effectively seize and manage important shopper knowledge.
Timeslips gives a user-friendly interface that simplifies the method of including new purchasers. By following our clear directions, you’ll be able to rapidly create shopper information, together with particulars akin to contact data, billing preferences, and matter assignments. We’ll cowl the important fields and settings, guaranteeing that your shopper database is complete and correct. Whether or not you’re simply beginning with Timeslips or seeking to enhance your knowledge administration practices, this tutorial will offer you the information and expertise essential to successfully enter and handle your purchasers.
Furthermore, coming into a brand new shopper in Timeslips not solely improves your knowledge administration but additionally lays the muse for environment friendly billing and matter monitoring. With correct and up-to-date shopper data, you’ll be able to generate invoices, monitor shopper balances, and handle shopper communications seamlessly. By following the steps outlined on this tutorial, you’ll achieve a radical understanding of Timeslips’ shopper administration capabilities and unlock the potential for enhanced productiveness and profitability in your authorized follow.
Making a New Shopper Report
To create a brand new shopper file in Timeslips, you’ll need to observe these steps:
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Entry the Timeslips interface and navigate to Menu.
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Choose the choice for “Purchasers.”
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Find the “New” button, usually located on the high left nook, and click on on it.
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Enter the related shopper data into the designated fields.
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If required, click on on “Save” to create the brand new shopper file.
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The newly created shopper will now be seen within the Timeslips interface.
When coming into a brand new shopper file, it is very important present correct and full data, such because the shopper’s identify, handle, telephone quantity, and get in touch with individual.
The “Further Info” part means that you can add additional particulars in regards to the shopper, akin to their web site, electronic mail handle, or some other related data.
By following these steps, you’ll be able to effectively create new shopper information in Timeslips and handle client-related data successfully.
Getting into Shopper Info
To create a brand new shopper in Timeslips, observe these steps:
- Click on on “Purchasers” from the highest menu.
- Choose “New Shopper.” A brand new window will open.
- Enter the shopper’s fundamental data into the fields supplied, together with Identify, Firm Identify (optionally available), Tackle, Telephone Quantity, and Fax Quantity.
- Select the “Contact” tab and enter the contact individual’s data, together with their identify, electronic mail handle, and telephone quantity.
Further Shopper Info
Along with the fundamental data, Timeslips means that you can enter further shopper particulars that may be helpful for organizing and monitoring your work.
Shopper Sort
You may specify the shopper’s sort, akin to Particular person, Company, or Authorities Company. This may be useful for sorting and filtering purchasers.
Billing Info
Enter the shopper’s billing data, together with their billing handle and billing price. You may as well arrange a number of billing charges for several types of work.
Matter Codes
When you use matter codes to trace several types of work to your purchasers, you’ll be able to affiliate matter codes with the shopper on this part.
Notes
You may add any further notes or feedback in regards to the shopper within the Notes part. This may be helpful for conserving monitor of particular directions or communication with the shopper.
Specifying Billing Preferences
As soon as you have entered the fundamental shopper data, that you must specify their billing preferences. This consists of establishing the billing price, the billing cycle, and some other particular billing necessities.
Hourly and Flat-fee Charges
Step one is to determine whether or not you’ll cost your shopper an hourly price or a flat charge. When you select an hourly price, that you must specify the speed per hour. When you select a flat charge, that you must specify the overall quantity of the charge.
| Billing Sort | Description |
|---|---|
| Hourly | The shopper is charged a specified quantity for every hour labored. |
| Flat Price | The shopper is charged a single, fastened quantity for your complete undertaking or service. |
Billing Cycle
The subsequent step is to specify the billing cycle. That is the frequency with which you’ll ship invoices to your shopper. You may select to invoice your purchasers weekly, month-to-month, quarterly, or yearly. You may as well select to invoice them on a project-by-project foundation.
| Billing Cycle | Description |
|---|---|
| Weekly | Invoices are despatched each week. |
| Month-to-month | Invoices are despatched each month. |
| Quarterly | Invoices are despatched each three months. |
| Yearly | Invoices are despatched yearly. |
Managing Contact Particulars
Timeslips gives a complete set of instruments for managing shopper contact particulars. Comply with these steps so as to add or edit a shopper’s contact data:
Including a Contact
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Open the "Contacts" tab in Timeslips.
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Click on the "New Contact" button on the toolbar.
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Enter the shopper’s identify, title, and some other related particulars.
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Detailed Description of the Contact Info Fields:
Discipline Function Identify The shopper’s major contact identify Title The shopper’s skilled title E-mail The shopper’s major electronic mail handle Telephone The shopper’s major telephone quantity Tackle The shopper’s foremost enterprise handle Notes Further notes in regards to the contact -
Click on the "Save" button to avoid wasting the contact particulars.
Enhancing a Contact
- Open the "Contacts" tab and choose the shopper.
- Click on the "Edit Contact" button.
- Make the required adjustments to the shopper’s contact data.
- Click on the "Save" button to replace the contact particulars.
Customizing Shopper Fields
Including Customized Fields
To create a brand new customized area for purchasers, click on on the “Customise” tab within the Timeslips menu and choose “Shopper Fields.” Within the “Customized Fields” dialog field, enter a reputation and outline for the sphere and choose the information sort from the drop-down listing. Select “Textual content” for text-based fields, “Quantity” for numeric fields, or “Date” for date fields.
Enhancing Customized Fields
To edit an current customized area, choose it within the “Customized Fields” dialog field and click on on the “Edit” button. You may change the identify, description, or knowledge sort of the sphere. When you change the information sort, current knowledge in that area will not be suitable with the brand new sort.
Deleting Customized Fields
To delete a customized area, choose it within the “Customized Fields” dialog field and click on on the “Delete” button. A affirmation message will seem; click on “Sure” to proceed.
Utilizing Customized Fields in Timeslips
Customized fields can be utilized in varied Timeslips modules, together with the shopper listing, time entries, and billing statements. To show a customized area within the shopper listing, right-click on the column headers and choose “Customise.” Drag and drop the specified customized area from the “Obtainable Fields” listing to the “Chosen Fields” listing.
Bulk Importing Customized Discipline Knowledge
You probably have numerous customized area values to import, you should utilize the “Import Shopper Knowledge” wizard. Within the wizard, choose the customized area to import knowledge into and browse to the CSV file containing the values. Guarantee the information within the CSV file matches the information sort of the customized area.
| Knowledge Sort | Format |
|---|---|
| Textual content | Any mixture of characters |
| Quantity | Integers or decimal numbers |
| Date | MM/DD/YYYY |
Linking Associated Purchasers
In some instances, you might have a number of purchasers who’re associated to one another. For instance, you might have a guardian firm and a number of other subsidiaries, or you might have a shopper who has a number of divisions. Timeslips means that you can hyperlink associated purchasers collectively in an effort to simply monitor your whole work for these purchasers in a single place.
To hyperlink associated purchasers, observe these steps:
- Open the Purchasers window.
- Choose the shopper that you simply wish to hyperlink to a different shopper.
- Click on the “Edit” button.
- Within the “Shopper Info” dialog field, click on the “Associated Purchasers” tab.
- Click on the “Add” button.
- Within the “Choose Shopper” dialog field, choose the shopper that you simply wish to hyperlink to the present shopper.
The 2 purchasers will now be linked collectively. You may view the linked purchasers by clicking the “Associated Purchasers” tab within the “Shopper Info” dialog field. You may as well use the “Associated Purchasers” column within the Purchasers window to view the linked purchasers for every shopper.
Linking associated purchasers could be useful for plenty of causes. First, it might probably assist you to maintain monitor of your whole work for these purchasers in a single place. Second, it might probably assist you to determine potential conflicts of curiosity. Third, it might probably assist you to offer higher service to your purchasers.
| Profit | Description |
|---|---|
| Straightforward monitoring | Monitor all work for associated purchasers in a single place |
| Battle identification | Determine potential conflicts of curiosity |
| Higher service | Present higher service to your purchasers |
Importing Shopper Knowledge
Importing shopper knowledge into Timeslips is a handy manner so as to add a number of purchasers to your database. To import shopper knowledge:
- Open Timeslips and go to the Shopper tab.
- Click on the “Import Purchasers” button.
- Choose the file containing the shopper knowledge.
- Click on “Open”.
- Choose the “Delimiter” used within the file.
- Specify the “Discipline Delimiter”.
- Map the information fields within the file to the corresponding fields in Timeslips:
- Click on “Import”.
Discipline Mapping
The next desk exhibits the sphere mapping choices:
| Timeslips Discipline | Import File Discipline |
|---|---|
| Shopper Code | Shopper ID |
| Shopper Identify | Shopper Identify |
| Tackle 1 | Tackle 1 |
| Tackle 2 | Tackle 2 |
| Metropolis | Metropolis |
| State | State |
| Zip Code | Zip Code |
| Nation | Nation |
| Telephone Quantity | Telephone Quantity |
| Fax Quantity | Fax Quantity |
| E-mail Tackle | E-mail Tackle |
Exporting Shopper Lists
To export an inventory of purchasers, observe these steps:
1. Click on the **Purchasers** tab.
2. Choose the purchasers you wish to export. To pick a number of purchasers, maintain down the **Ctrl** key whereas clicking on every shopper.
3. Proper-click and choose **Export** from the menu.
4. Within the **Export Purchasers** dialog field, choose the format you wish to export the purchasers to. The obtainable codecs are:
- CSV (Comma-Separated Values)
- XLS (Microsoft Excel)
- TXT (Textual content)
5. Click on the **Browse** button to pick the placement the place you wish to save the exported file.
6. Click on the **OK** button to export the purchasers.
The exported file will comprise the next data for every shopper:
| Discipline | Description |
|---|---|
| Shopper ID | The distinctive identifier for the shopper. |
| Shopper Identify | The identify of the shopper. |
| Tackle | The handle of the shopper. |
| Metropolis | The town the place the shopper is situated. |
| State | The state the place the shopper is situated. |
| Zip Code | The zip code of the shopper. |
| Telephone Quantity | The telephone variety of the shopper. |
| Fax Quantity | The fax variety of the shopper. |
| E-mail Tackle | The e-mail handle of the shopper. |
Operating Shopper Studies
The “Shopper Studies” part means that you can generate studies to realize insights into your shopper relationships and billing knowledge. Under is an in depth tutorial on the way to run shopper studies in Timeslips:
1. Accessing the Shopper Report Menu
Click on on the “Studies” tab and choose “Shopper Studies” from the drop-down menu.
2. Choosing a Report Sort
Select the precise report you wish to generate from the obtainable choices, akin to Shopper Billing Element, Shopper Invoicing, and Shopper Cost Historical past.
3. Specifying the Report Parameters
Filter the report by coming into related standards, together with shopper identify, date vary, and transaction sorts.
4. Customizing the Report
Regulate the report format, add sorting choices, and modify the report header and footer as desired.
5. Previewing the Report
Click on the “Preview” button to view a pattern of the report earlier than producing it.
6. Modifying the Report File
The report could be saved as a PDF or exported to different file codecs akin to Excel or CSV for additional evaluation.
7. Printing the Report
Click on the “Print” button to generate a bodily copy of the report.
8. Filtering by Timekeeper
You may select to incorporate or exclude particular timekeepers from the report through the use of the “Timekeeper” filter.
9. Superior Report Choices
Inside the “Superior Choices” tab, you’ll be able to customise the report back to show particular particulars, akin to:
| Choice | Description |
|---|---|
| Present Present Account Stability | Shows the present stability for every shopper. |
| Embody Timeslip Notes | Provides notes from timeslips to the report. |
| Group By | Lets you group the report knowledge by shopper, matter, or timekeeper. |
10. Saving the Report Configuration
After you have finalized your report settings, it can save you them for future use by clicking the “Save Report” button.
Troubleshooting Shopper Entry Errors
When you encounter errors whereas coming into a brand new shopper in Timeslips, observe these troubleshooting suggestions:
1. Confirm the Shopper Identify
Be certain that the shopper identify is entered accurately and doesn’t exist already within the system.
2. Test for Particular Characters
Keep away from utilizing particular characters, akin to & or $, within the shopper identify.
3. Overview the Shopper Quantity
Make it possible for the shopper quantity is exclusive and never already assigned to a different shopper.
4. Tackle Size
Confirm that the shopper handle, together with avenue, metropolis, and postal code, is inside the most size allowed by the system.
5. Test for Duplicate Contact Info
Be certain that the contact data supplied for the shopper shouldn’t be already related to one other shopper.
6. Overview the Shopper Sort
Affirm that the right shopper sort is chosen, akin to “Particular person” or “Enterprise”.
7. Confirm the Tax ID
If relevant, enter the shopper’s tax ID accurately.
8. Overview the Bill Phrases
Choose the suitable bill phrases, akin to “Web 30 Days” or “Prepayment”.
9. Test for Required Fields
Be certain that all required fields, akin to shopper identify and handle, are crammed out.
10. Think about the Following Further Troubleshooting Steps:
| Attainable Error | Troubleshooting Ideas |
|—|—|
| “Shopper already exists” | Test the shopper listing to verify that the shopper doesn’t exist already with a barely totally different identify or quantity. |
| “Invalid shopper quantity” | Be certain that the quantity is numeric and distinctive inside the system. |
| “Tackle is simply too lengthy” | Shorten the handle or think about using abbreviations. |
| “Contact already exists” | Confirm if the contact data is related to one other shopper. In that case, create a brand new contact for this shopper. |
| “Bill phrases should not legitimate” | Test the listing of allowed bill phrases in Timeslips. |
The best way to Enter a New Shopper in Timeslips Tutorial
Getting into a brand new shopper in Timeslips is an easy course of that may be accomplished in a couple of minutes. Listed below are the steps on the way to do it:
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Open Timeslips and click on on the “Purchasers” tab.
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Click on on the “New” button.
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Enter the shopper’s identify, handle, and get in touch with data.
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Click on on the “Save” button.
The brand new shopper will now be added to your Timeslips database.
Folks additionally ask
How do I add a brand new shopper to Timeslips?
So as to add a brand new shopper to Timeslips, click on on the “Purchasers” tab after which click on on the “New” button. Enter the shopper’s identify, handle, and get in touch with data, after which click on on the “Save” button.
How do I edit a shopper’s data in Timeslips?
To edit a shopper’s data in Timeslips, click on on the “Purchasers” tab after which double-click on the shopper’s identify. Make the required adjustments to the shopper’s data after which click on on the “Save” button.
How do I delete a shopper from Timeslips?
To delete a shopper from Timeslips, click on on the “Purchasers” tab after which choose the shopper’s identify. Click on on the “Delete” button after which click on on the “Sure” button to verify the deletion.
