Are you a authorized skilled seeking to streamline your shopper administration course of? Timeslips, a number one authorized accounting software program, presents a sturdy characteristic set that features the flexibility to simply enter and handle shopper info. On this tutorial, we are going to information you thru the step-by-step means of getting into a brand new shopper into Timeslips, making certain that you would be able to effectively seize and arrange important shopper information.
Timeslips offers a user-friendly interface that simplifies the method of including new shoppers. By following our clear directions, you’ll be able to shortly create shopper information, together with particulars comparable to contact info, billing preferences, and matter assignments. We’ll cowl the important fields and settings, making certain that your shopper database is complete and correct. Whether or not you might be simply beginning with Timeslips or seeking to enhance your information administration practices, this tutorial will give you the information and expertise essential to successfully enter and handle your shoppers.
Furthermore, getting into a brand new shopper in Timeslips not solely improves your information administration but in addition lays the inspiration for environment friendly billing and matter monitoring. With correct and up-to-date shopper info, 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 acquire a radical understanding of Timeslips’ shopper administration capabilities and unlock the potential for enhanced productiveness and profitability in your authorized apply.
Making a New Shopper File
To create a brand new shopper document in Timeslips, you will have to observe these steps:
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Entry the Timeslips interface and navigate to Menu.
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Choose the choice for “Shoppers.”
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Find the “New” button, sometimes located on the prime left nook, and click on on it.
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Enter the related shopper info into the designated fields.
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If required, click on on “Save” to create the brand new shopper document.
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The newly created shopper will now be seen within the Timeslips interface.
When getting into a brand new shopper document, it is very important present correct and full info, such because the shopper’s title, deal with, telephone quantity, and speak to particular person.
The “Extra Info” part lets you add further particulars in regards to the shopper, comparable to their web site, e mail deal with, or some other related info.
By following these steps, you’ll be able to effectively create new shopper information in Timeslips and handle client-related info successfully.
Coming into Shopper Info
To create a brand new shopper in Timeslips, observe these steps:
- Click on on “Shoppers” from the highest menu.
- Choose “New Shopper.” A brand new window will open.
- Enter the shopper’s primary info into the fields offered, together with Title, Firm Title (non-compulsory), Tackle, Telephone Quantity, and Fax Quantity.
- Select the “Contact” tab and enter the contact particular person’s info, together with their title, e mail deal with, and telephone quantity.
Extra Shopper Info
Along with the fundamental info, Timeslips lets you enter further shopper particulars that may be helpful for organizing and monitoring your work.
Shopper Sort
You may specify the shopper’s kind, comparable to Particular person, Company, or Authorities Company. This may be useful for sorting and filtering shoppers.
Billing Info
Enter the shopper’s billing info, together with their billing deal with and billing fee. You may as well arrange a number of billing charges for several types of work.
Matter Codes
In the event you use matter codes to trace several types of work on your shoppers, 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 holding monitor of particular directions or communication with the shopper.
Specifying Billing Preferences
As soon as you have entered the fundamental shopper info, it is advisable to specify their billing preferences. This contains establishing the billing fee, 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 fee or a flat price. In the event you select an hourly fee, it is advisable to specify the speed per hour. In the event you select a flat price, it is advisable to specify the full quantity of the price.
| Billing Sort | Description |
|---|---|
| Hourly | The shopper is charged a specified quantity for every hour labored. |
| Flat Payment | The shopper is charged a single, fastened quantity for your complete venture or service. |
Billing Cycle
The following 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 shoppers 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 offers a complete set of instruments for managing shopper contact particulars. Observe these steps so as to add or edit a shopper’s contact info:
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 title, title, and some other related particulars.
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Detailed Description of the Contact Info Fields:
Discipline Function Title The shopper’s main contact title Title The shopper’s skilled title E mail The shopper’s main e mail deal with Telephone The shopper’s main telephone quantity Tackle The shopper’s major enterprise deal with Notes Extra notes in regards to the contact -
Click on the "Save" button to avoid wasting the contact particulars.
Modifying a Contact
- Open the "Contacts" tab and choose the shopper.
- Click on the "Edit Contact" button.
- Make the mandatory adjustments to the shopper’s contact info.
- Click on the "Save" button to replace the contact particulars.
Customizing Shopper Fields
Including Customized Fields
To create a brand new customized discipline for shoppers, 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 sector and choose the info kind from the drop-down checklist. Select “Textual content” for text-based fields, “Quantity” for numeric fields, or “Date” for date fields.
Modifying Customized Fields
To edit an current customized discipline, choose it within the “Customized Fields” dialog field and click on on the “Edit” button. You may change the title, description, or information kind of the sector. In the event you change the info kind, current information in that discipline will not be suitable with the brand new kind.
Deleting Customized Fields
To delete a customized discipline, 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 checklist, time entries, and billing statements. To show a customized discipline within the shopper checklist, right-click on the column headers and choose “Customise.” Drag and drop the specified customized discipline from the “Out there Fields” checklist to the “Chosen Fields” checklist.
Bulk Importing Customized Discipline Knowledge
If in case you have numerous customized discipline values to import, you should utilize the “Import Shopper Knowledge” wizard. Within the wizard, choose the customized discipline to import information into and browse to the CSV file containing the values. Guarantee the info within the CSV file matches the info kind of the customized discipline.
| Knowledge Sort | Format |
|---|---|
| Textual content | Any mixture of characters |
| Quantity | Integers or decimal numbers |
| Date | MM/DD/YYYY |
Linking Associated Shoppers
In some instances, you might have a number of shoppers who’re associated to one another. For instance, you might have a guardian firm and several other subsidiaries, or you might have a shopper who has a number of divisions. Timeslips lets you hyperlink associated shoppers collectively as a way to simply monitor your whole work for these shoppers in a single place.
To hyperlink associated shoppers, observe these steps:
- Open the Shoppers window.
- Choose the shopper that you simply need to hyperlink to a different shopper.
- Click on the “Edit” button.
- Within the “Shopper Info” dialog field, click on the “Associated Shoppers” tab.
- Click on the “Add” button.
- Within the “Choose Shopper” dialog field, choose the shopper that you simply need to hyperlink to the present shopper.
The 2 shoppers will now be linked collectively. You may view the linked shoppers by clicking the “Associated Shoppers” tab within the “Shopper Info” dialog field. You may as well use the “Associated Shoppers” column within the Shoppers window to view the linked shoppers for every shopper.
Linking associated shoppers will be useful for plenty of causes. First, it could possibly show you how to to maintain monitor of your whole work for these shoppers in a single place. Second, it could possibly show you how to to determine potential conflicts of curiosity. Third, it could possibly show you how to to supply higher service to your shoppers.
| Profit | Description |
|---|---|
| Straightforward monitoring | Monitor all work for associated shoppers in a single place |
| Battle identification | Establish potential conflicts of curiosity |
| Higher service | Present higher service to your shoppers |
Importing Shopper Knowledge
Importing shopper information into Timeslips is a handy approach so as to add a number of shoppers to your database. To import shopper information:
- Open Timeslips and go to the Shopper tab.
- Click on the “Import Shoppers” button.
- Choose the file containing the shopper information.
- Click on “Open”.
- Choose the “Delimiter” used within the file.
- Specify the “Discipline Delimiter”.
- Map the info fields within the file to the corresponding fields in Timeslips:
- Click on “Import”.
Discipline Mapping
The next desk reveals the sector mapping choices:
| Timeslips Discipline | Import File Discipline |
|---|---|
| Shopper Code | Shopper ID |
| Shopper Title | Shopper Title |
| 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 shoppers, observe these steps:
1. Click on the **Shoppers** tab.
2. Choose the shoppers you need to export. To pick a number of shoppers, maintain down the **Ctrl** key whereas clicking on every shopper.
3. Proper-click and choose **Export** from the menu.
4. Within the **Export Shoppers** dialog field, choose the format you need to export the shoppers to. The accessible codecs are:
- CSV (Comma-Separated Values)
- XLS (Microsoft Excel)
- TXT (Textual content)
5. Click on the **Browse** button to pick the situation the place you need to save the exported file.
6. Click on the **OK** button to export the shoppers.
The exported file will include the next info for every shopper:
| Discipline | Description |
|---|---|
| Shopper ID | The distinctive identifier for the shopper. |
| Shopper Title | The title of the shopper. |
| Tackle | The deal with 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 deal with of the shopper. |
Operating Shopper Studies
The “Shopper Studies” part lets you generate experiences to realize insights into your shopper relationships and billing information. Beneath is an in depth tutorial on how one can run shopper experiences 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 need to generate from the accessible choices, comparable to Shopper Billing Element, Shopper Invoicing, and Shopper Cost Historical past.
3. Specifying the Report Parameters
Filter the report by getting into related standards, together with shopper title, date vary, and transaction varieties.
4. Customizing the Report
Modify the report structure, 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 will be saved as a PDF or exported to different file codecs comparable 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 by utilizing 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, comparable to:
| Choice | Description |
|---|---|
| Present Present Account Steadiness | Shows the present steadiness for every shopper. |
| Embrace Timeslip Notes | Provides notes from timeslips to the report. |
| Group By | Lets you group the report information by shopper, matter, or timekeeper. |
10. Saving the Report Configuration
Upon getting finalized your report settings, it can save you them for future use by clicking the “Save Report” button.
Troubleshooting Shopper Entry Errors
In the event you encounter errors whereas getting into a brand new shopper in Timeslips, observe these troubleshooting ideas:
1. Confirm the Shopper Title
Be sure that the shopper title is entered appropriately and doesn’t exist already within the system.
2. Test for Particular Characters
Keep away from utilizing particular characters, comparable to & or $, within the shopper title.
3. Evaluation 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 deal with, together with road, metropolis, and postal code, is inside the most size allowed by the system.
5. Test for Duplicate Contact Info
Be sure that the contact info offered for the shopper is just not already related to one other shopper.
6. Evaluation the Shopper Sort
Verify that the proper shopper kind is chosen, comparable to “Particular person” or “Enterprise”.
7. Confirm the Tax ID
If relevant, enter the shopper’s tax ID appropriately.
8. Evaluation the Bill Phrases
Choose the suitable bill phrases, comparable to “Internet 30 Days” or “Prepayment”.
9. Test for Required Fields
Be sure that all required fields, comparable to shopper title and deal with, are stuffed out.
10. Take into account the Following Extra Troubleshooting Steps:
| Doable Error | Troubleshooting Ideas |
|—|—|
| “Shopper already exists” | Test the shopper checklist to substantiate that the shopper doesn’t exist already with a barely completely different title or quantity. |
| “Invalid shopper quantity” | Be sure that the quantity is numeric and distinctive inside the system. |
| “Tackle is simply too lengthy” | Shorten the deal with or think about using abbreviations. |
| “Contact already exists” | Confirm if the contact info is related to one other shopper. If that’s the case, create a brand new contact for this shopper. |
| “Bill phrases should not legitimate” | Test the checklist of allowed bill phrases in Timeslips. |
Tips on how to Enter a New Shopper in Timeslips Tutorial
Coming 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 how one can do it:
1.
Open Timeslips and click on on the “Shoppers” tab.
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Click on on the “New” button.
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Enter the shopper’s title, deal with, and speak to info.
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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 “Shoppers” tab after which click on on the “New” button. Enter the shopper’s title, deal with, and speak to info, after which click on on the “Save” button.
How do I edit a shopper’s info in Timeslips?
To edit a shopper’s info in Timeslips, click on on the “Shoppers” tab after which double-click on the shopper’s title. Make the mandatory adjustments to the shopper’s info 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 “Shoppers” tab after which choose the shopper’s title. Click on on the “Delete” button after which click on on the “Sure” button to substantiate the deletion.
