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Timeslips 2007 Intermediate Training Guide


$39.95


Topics covered include:


  • Customizing Timeslips

    • Creating custom fields and assigning them to clients
    • Customizing database terminology
    • Creating bill messages
    • Setting up new client defaults
  • Creating new clients

    • Creating new projects for clients
    • Searching the database for client conflicts or other text 
    • Importing and exporting client information
    • Setting up client billing arrangements
  • Printing bills

    • Creating a new bill layout
    • Previewing the bill layout
    • Designing bills to change the appearance
    • Printing bills
    • Sending bills by email
    • Undoing bill approval
  • Printing reports

    • Choosing report data
    • Choosing report sorting
    • Formatting reports
    • Designing reports
    • Printing reports
    • Saving report settings for reuse
  • Using Timeslips Today to display data
  • Setting up program security
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