Are you a authorized skilled seeking to streamline your shopper administration course of? Timeslips, a number one authorized accounting software program, provides a strong function set that features the flexibility to simply enter and handle shopper info. On this tutorial, we’ll information you thru the step-by-step strategy of getting into a brand new shopper into Timeslips, making certain that you would be able to effectively seize and manage important shopper information.
Timeslips gives a user-friendly interface that simplifies the method of including new purchasers. By following our clear directions, you possibly can 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 abilities essential to successfully enter and handle your purchasers.
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 possibly can generate invoices, observe 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 follow.
Making a New Consumer Report
To create a brand new shopper report in Timeslips, you will have to comply with 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, sometimes located on the high 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 report.
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The newly created shopper will now be seen within the Timeslips interface.
When getting into a brand new shopper report, you will need to present correct and full info, such because the shopper’s identify, tackle, cellphone quantity, and make contact with particular person.
The “Further Info” part means that you can add additional particulars concerning the shopper, comparable to their web site, e-mail tackle, or another related info.
By following these steps, you possibly can effectively create new shopper information in Timeslips and handle client-related info successfully.
Coming into Consumer Info
To create a brand new shopper in Timeslips, comply with these steps:
- Click on on “Purchasers” from the highest menu.
- Choose “New Consumer.” A brand new window will open.
- Enter the shopper’s fundamental info into the fields supplied, together with Identify, Firm Identify (elective), Tackle, Telephone Quantity, and Fax Quantity.
- Select the “Contact” tab and enter the contact particular person’s info, together with their identify, e-mail tackle, and cellphone quantity.
Further Consumer Info
Along with the essential info, Timeslips means that you can enter further shopper particulars that may be helpful for organizing and monitoring your work.
Consumer Sort
You’ll be able to specify the shopper’s sort, comparable to Particular person, Company, or Authorities Company. This may be useful for sorting and filtering purchasers.
Billing Info
Enter the shopper’s billing info, together with their billing tackle and billing price. You can even arrange a number of billing charges for various kinds of work.
Matter Codes
Should you use matter codes to trace various kinds of work on your purchasers, you possibly can affiliate matter codes with the shopper on this part.
Notes
You’ll be able to add any further notes or feedback concerning the shopper within the Notes part. This may be helpful for protecting observe of particular directions or communication with the shopper.
Specifying Billing Preferences
As soon as you have entered the essential shopper info, you must specify their billing preferences. This contains organising the billing price, the billing cycle, and another 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 price. Should you select an hourly price, you must specify the speed per hour. Should you select a flat price, you must specify the overall quantity of the price.
| Billing Sort | Description |
|---|---|
| Hourly | The shopper is charged a specified quantity for every hour labored. |
| Flat Charge | The shopper is charged a single, fastened quantity for the whole 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’ll be able to select to invoice your purchasers weekly, month-to-month, quarterly, or yearly. You can even 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 every year. |
Managing Contact Particulars
Timeslips gives 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 identify, title, and another related particulars.
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Detailed Description of the Contact Info Fields:
Subject Objective Identify The shopper’s major contact identify Title The shopper’s skilled title E-mail The shopper’s major e-mail tackle Telephone The shopper’s major cellphone quantity Tackle The shopper’s primary enterprise tackle Notes Further notes concerning the contact -
Click on the "Save" button to save lots of the contact particulars.
Modifying a Contact
- Open the "Contacts" tab and choose the shopper.
- Click on the "Edit Contact" button.
- Make the mandatory modifications to the shopper’s contact info.
- Click on the "Save" button to replace the contact particulars.
Customizing Consumer Fields
Including Customized Fields
To create a brand new customized discipline for purchasers, click on on the “Customise” tab within the Timeslips menu and choose “Consumer Fields.” Within the “Customized Fields” dialog field, enter a reputation and outline for the sector and choose the information sort 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 present customized discipline, choose it within the “Customized Fields” dialog field and click on on the “Edit” button. You’ll be able to change the identify, description, or information sort of the sector. Should you change the information sort, present information in that discipline might not be suitable with the brand new sort.
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 numerous 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 “Obtainable Fields” checklist to the “Chosen Fields” checklist.
Bulk Importing Customized Subject Knowledge
When you have numerous customized discipline values to import, you need to use the “Import Consumer Knowledge” wizard. Within the wizard, choose the customized discipline to import information into and browse to the CSV file containing the values. Guarantee the information within the CSV file matches the information sort of the customized discipline.
| Knowledge Sort | Format |
|---|---|
| Textual content | Any mixture of characters |
| Quantity | Integers or decimal numbers |
| Date | MM/DD/YYYY |
Linking Associated Purchasers
In some circumstances, you will have a number of purchasers who’re associated to one another. For instance, you will have a mother or father firm and several other subsidiaries, or you will have a shopper who has a number of divisions. Timeslips means that you can hyperlink associated purchasers collectively with the intention to simply observe your entire work for these purchasers in a single place.
To hyperlink associated purchasers, comply with these steps:
- Open the Purchasers window.
- Choose the shopper that you simply need to hyperlink to a different shopper.
- Click on the “Edit” button.
- Within the “Consumer Info” dialog field, click on the “Associated Purchasers” tab.
- Click on the “Add” button.
- Within the “Choose Consumer” dialog field, choose the shopper that you simply need to hyperlink to the present shopper.
The 2 purchasers will now be linked collectively. You’ll be able to view the linked purchasers by clicking the “Associated Purchasers” tab within the “Consumer Info” dialog field. You can even use the “Associated Purchasers” column within the Purchasers window to view the linked purchasers for every shopper.
Linking associated purchasers will be useful for quite a lot of causes. First, it might provide help to to maintain observe of your entire work for these purchasers in a single place. Second, it might provide help to to establish potential conflicts of curiosity. Third, it might provide help to to supply 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 Consumer Knowledge
Importing shopper information into Timeslips is a handy manner so as to add a number of purchasers to your database. To import shopper information:
- Open Timeslips and go to the Consumer tab.
- Click on the “Import Purchasers” button.
- Choose the file containing the shopper information.
- Click on “Open”.
- Choose the “Delimiter” used within the file.
- Specify the “Subject Delimiter”.
- Map the information fields within the file to the corresponding fields in Timeslips:
- Click on “Import”.
Subject Mapping
The next desk reveals the sector mapping choices:
| Timeslips Subject | Import File Subject |
|---|---|
| Consumer Code | Consumer ID |
| Consumer Identify | Consumer 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 Consumer Lists
To export a listing of purchasers, comply with these steps:
1. Click on the **Purchasers** tab.
2. Choose the purchasers you need to export. To pick out 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 need to export the purchasers to. The accessible 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 need to save the exported file.
6. Click on the **OK** button to export the purchasers.
The exported file will comprise the next info for every shopper:
| Subject | Description |
|---|---|
| Consumer ID | The distinctive identifier for the shopper. |
| Consumer Identify | The identify of the shopper. |
| Tackle | The tackle 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 cellphone variety of the shopper. |
| Fax Quantity | The fax variety of the shopper. |
| E-mail Tackle | The e-mail tackle of the shopper. |
Working Consumer Studies
The “Consumer Studies” part means that you can generate experiences to achieve insights into your shopper relationships and billing information. Beneath is an in depth tutorial on run shopper experiences in Timeslips:
1. Accessing the Consumer Report Menu
Click on on the “Studies” tab and choose “Consumer 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 Consumer Billing Element, Consumer Invoicing, and Consumer Fee Historical past.
3. Specifying the Report Parameters
Filter the report by getting into related standards, together with shopper identify, date vary, and transaction sorts.
4. Customizing the Report
Modify 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 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’ll be able to 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 possibly can customise the report back to show particular particulars, comparable to:
| Possibility | Description |
|---|---|
| Present Present Account Steadiness | Shows the present steadiness for every shopper. |
| Embody Timeslip Notes | Provides notes from timeslips to the report. |
| Group By | Means that you can group the report information by shopper, matter, or timekeeper. |
10. Saving the Report Configuration
After getting finalized your report settings, it can save you them for future use by clicking the “Save Report” button.
Troubleshooting Consumer Entry Errors
Should you encounter errors whereas getting into a brand new shopper in Timeslips, comply with these troubleshooting suggestions:
1. Confirm the Consumer Identify
Be sure that the shopper identify is entered appropriately and doesn’t exist already within the system.
2. Examine for Particular Characters
Keep away from utilizing particular characters, comparable to & or $, within the shopper identify.
3. Evaluation the Consumer 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 tackle, together with road, metropolis, and postal code, is inside the most size allowed by the system.
5. Examine for Duplicate Contact Info
Be sure that the contact info supplied for the shopper is just not already related to one other shopper.
6. Evaluation the Consumer Sort
Affirm that the right shopper sort 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 “Web 30 Days” or “Prepayment”.
9. Examine for Required Fields
Be sure that all required fields, comparable to shopper identify and tackle, are stuffed out.
10. Think about the Following Further Troubleshooting Steps:
| Attainable Error | Troubleshooting Suggestions |
|—|—|
| “Consumer already exists” | Examine the shopper checklist to verify that the shopper doesn’t exist already with a barely completely different identify or quantity. |
| “Invalid shopper quantity” | Be sure that the quantity is numeric and distinctive inside the system. |
| “Tackle is simply too lengthy” | Shorten the tackle 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 will not be legitimate” | Examine the checklist of allowed bill phrases in Timeslips. |
Learn how to Enter a New Consumer 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 here are the steps on 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, tackle, and make contact with 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 “Purchasers” tab after which click on on the “New” button. Enter the shopper’s identify, tackle, and make contact with 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 “Purchasers” tab after which double-click on the shopper’s identify. Make the mandatory modifications 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 “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.
