Are you a authorized skilled trying to streamline your consumer 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 consumer info. On this tutorial, we’ll information you thru the step-by-step strategy of getting into a brand new consumer into Timeslips, guaranteeing which you can effectively seize and manage important consumer knowledge.
Timeslips supplies a user-friendly interface that simplifies the method of including new purchasers. By following our clear directions, you’ll be able to rapidly create consumer data, together with particulars equivalent to contact info, billing preferences, and matter assignments. We’ll cowl the important fields and settings, guaranteeing that your consumer database is complete and correct. Whether or not you might be simply beginning with Timeslips or trying to enhance your knowledge administration practices, this tutorial will give you the data and abilities essential to successfully enter and handle your purchasers.
Furthermore, getting into a brand new consumer 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 consumer info, you’ll be able to generate invoices, observe consumer balances, and handle consumer communications seamlessly. By following the steps outlined on this tutorial, you’ll acquire a radical understanding of Timeslips’ consumer administration capabilities and unlock the potential for enhanced productiveness and profitability in your authorized apply.
Making a New Consumer File
To create a brand new consumer file 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, usually located on the high left nook, and click on on it.
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Enter the related consumer info into the designated fields.
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If required, click on on “Save” to create the brand new consumer file.
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The newly created consumer will now be seen within the Timeslips interface.
When getting into a brand new consumer file, you will need to present correct and full info, such because the consumer’s identify, deal with, telephone quantity, and get in touch with particular person.
The “Further Info” part lets you add further particulars concerning the consumer, equivalent to their web site, e-mail deal with, or every other related info.
By following these steps, you’ll be able to effectively create new consumer data in Timeslips and handle client-related info successfully.
Getting into Consumer Info
To create a brand new consumer 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 consumer’s primary info into the fields offered, together with Identify, Firm Identify (non-obligatory), Handle, Telephone Quantity, and Fax Quantity.
- Select the “Contact” tab and enter the contact particular person’s info, together with their identify, e-mail deal with, and telephone quantity.
Further Consumer Info
Along with the fundamental info, Timeslips lets you enter further consumer particulars that may be helpful for organizing and monitoring your work.
Consumer Kind
You possibly can specify the consumer’s kind, equivalent to Particular person, Company, or Authorities Company. This may be useful for sorting and filtering purchasers.
Billing Info
Enter the consumer’s billing info, together with their billing deal with and billing price. You can even arrange a number of billing charges for various kinds of work.
Matter Codes
When you use matter codes to trace various kinds of work in your purchasers, you’ll be able to affiliate matter codes with the consumer on this part.
Notes
You possibly can add any further notes or feedback concerning the consumer within the Notes part. This may be helpful for preserving observe of particular directions or communication with the consumer.
Specifying Billing Preferences
As soon as you have entered the fundamental consumer info, it’s essential to specify their billing preferences. This consists of establishing the billing price, the billing cycle, and every other particular billing necessities.
Hourly and Flat-fee Charges
Step one is to resolve whether or not you’ll cost your consumer an hourly price or a flat price. When you select an hourly price, it’s essential to specify the speed per hour. When you select a flat price, it’s essential to specify the overall quantity of the price.
| Billing Kind | Description |
|---|---|
| Hourly | The consumer is charged a specified quantity for every hour labored. |
| Flat Charge | The consumer is charged a single, mounted 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 consumer. You possibly can 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 yearly. |
Managing Contact Particulars
Timeslips supplies a complete set of instruments for managing consumer contact particulars. Observe these steps so as to add or edit a consumer’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 consumer’s identify, title, and every other related particulars.
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Detailed Description of the Contact Info Fields:
Area Goal Identify The consumer’s major contact identify Title The consumer’s skilled title E mail The consumer’s major e-mail deal with Telephone The consumer’s major telephone quantity Handle The consumer’s essential enterprise deal with Notes Further notes concerning the contact -
Click on the "Save" button to avoid wasting the contact particulars.
Modifying a Contact
- Open the "Contacts" tab and choose the consumer.
- Click on the "Edit Contact" button.
- Make the mandatory adjustments to the consumer’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 area 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 info kind from the drop-down listing. Select “Textual content” for text-based fields, “Quantity” for numeric fields, or “Date” for date fields.
Modifying Customized Fields
To edit an present customized area, choose it within the “Customized Fields” dialog field and click on on the “Edit” button. You possibly can change the identify, description, or knowledge kind of the sector. When you change the info kind, present knowledge in that area will not be appropriate with the brand new kind.
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 consumer listing, time entries, and billing statements. To show a customized area within the consumer listing, right-click on the column headers and choose “Customise.” Drag and drop the specified customized area from the “Out there Fields” listing to the “Chosen Fields” listing.
Bulk Importing Customized Area Knowledge
You probably have numerous customized area values to import, you should utilize the “Import Consumer Knowledge” wizard. Within the wizard, choose the customized area to import knowledge into and browse to the CSV file containing the values. Guarantee the info within the CSV file matches the info kind of the customized area.
| Knowledge Kind | 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 mum or dad firm and a number of other subsidiaries, or you might have a consumer who has a number of divisions. Timeslips lets you hyperlink associated purchasers collectively so to simply observe all your work for these purchasers in a single place.
To hyperlink associated purchasers, comply with these steps:
- Open the Purchasers window.
- Choose the consumer that you just need to hyperlink to a different consumer.
- 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 consumer that you just need to hyperlink to the present consumer.
The 2 purchasers will now be linked collectively. You possibly can 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 consumer.
Linking associated purchasers will be useful for a lot of causes. First, it might assist you to maintain observe of all your work for these purchasers in a single place. Second, it might assist you to determine potential conflicts of curiosity. Third, it might assist you 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 consumer knowledge into Timeslips is a handy approach so as to add a number of purchasers to your database. To import consumer knowledge:
- Open Timeslips and go to the Consumer tab.
- Click on the “Import Purchasers” button.
- Choose the file containing the consumer knowledge.
- Click on “Open”.
- Choose the “Delimiter” used within the file.
- Specify the “Area Delimiter”.
- Map the info fields within the file to the corresponding fields in Timeslips:
- Click on “Import”.
Area Mapping
The next desk reveals the sector mapping choices:
| Timeslips Area | Import File Area |
|---|---|
| Consumer Code | Consumer ID |
| Consumer Identify | Consumer Identify |
| Handle 1 | Handle 1 |
| Handle 2 | Handle 2 |
| Metropolis | Metropolis |
| State | State |
| Zip Code | Zip Code |
| Nation | Nation |
| Telephone Quantity | Telephone Quantity |
| Fax Quantity | Fax Quantity |
| E mail Handle | E mail Handle |
Exporting Consumer Lists
To export an inventory 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 consumer.
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 consumer:
| Area | Description |
|---|---|
| Consumer ID | The distinctive identifier for the consumer. |
| Consumer Identify | The identify of the consumer. |
| Handle | The deal with of the consumer. |
| Metropolis | The town the place the consumer is positioned. |
| State | The state the place the consumer is positioned. |
| Zip Code | The zip code of the consumer. |
| Telephone Quantity | The telephone variety of the consumer. |
| Fax Quantity | The fax variety of the consumer. |
| E mail Handle | The e-mail deal with of the consumer. |
Working Consumer Reviews
The “Consumer Reviews” part lets you generate studies to achieve insights into your consumer relationships and billing knowledge. Under is an in depth tutorial on easy methods to run consumer studies in Timeslips:
1. Accessing the Consumer Report Menu
Click on on the “Reviews” tab and choose “Consumer Reviews” from the drop-down menu.
2. Choosing a Report Kind
Select the particular report you need to generate from the accessible choices, equivalent to Consumer Billing Element, Consumer Invoicing, and Consumer Cost Historical past.
3. Specifying the Report Parameters
Filter the report by getting into related standards, together with consumer 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 equivalent 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 possibly can select to incorporate or exclude particular timekeepers from the report through the use of the “Timekeeper” filter.
9. Superior Report Choices
Throughout the “Superior Choices” tab, you’ll be able to customise the report back to show particular particulars, equivalent to:
| Possibility | Description |
|---|---|
| Present Present Account Steadiness | Shows the present steadiness for every consumer. |
| Embrace Timeslip Notes | Provides notes from timeslips to the report. |
| Group By | Lets you group the report knowledge by consumer, 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 Consumer Entry Errors
When you encounter errors whereas getting into a brand new consumer in Timeslips, comply with these troubleshooting ideas:
1. Confirm the Consumer Identify
Be certain that the consumer identify is entered accurately and doesn’t exist already within the system.
2. Test for Particular Characters
Keep away from utilizing particular characters, equivalent to & or $, within the consumer identify.
3. Evaluate the Consumer Quantity
Be sure that the consumer quantity is exclusive and never already assigned to a different consumer.
4. Handle Size
Confirm that the consumer 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 certain that the contact info offered for the consumer just isn’t already related to one other consumer.
6. Evaluate the Consumer Kind
Affirm that the right consumer kind is chosen, equivalent to “Particular person” or “Enterprise”.
7. Confirm the Tax ID
If relevant, enter the consumer’s tax ID accurately.
8. Evaluate the Bill Phrases
Choose the suitable bill phrases, equivalent to “Web 30 Days” or “Prepayment”.
9. Test for Required Fields
Be certain that all required fields, equivalent to consumer identify and deal with, are crammed out.
10. Take into account the Following Further Troubleshooting Steps:
| Potential Error | Troubleshooting Suggestions |
|—|—|
| “Consumer already exists” | Test the consumer listing to verify that the consumer doesn’t exist already with a barely completely different identify or quantity. |
| “Invalid consumer quantity” | Be certain that the quantity is numeric and distinctive inside the system. |
| “Handle 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 consumer. If that’s the case, create a brand new contact for this consumer. |
| “Bill phrases should not legitimate” | Test the listing of allowed bill phrases in Timeslips. |
Tips on how to Enter a New Consumer in Timeslips Tutorial
Getting into a brand new consumer in Timeslips is an easy course of that may be accomplished in a couple of minutes. Listed below are the steps on easy methods to do it:
1.
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 consumer’s identify, deal with, and get in touch with info.
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Click on on the “Save” button.
The brand new consumer will now be added to your Timeslips database.
Folks additionally ask
How do I add a brand new consumer to Timeslips?
So as to add a brand new consumer to Timeslips, click on on the “Purchasers” tab after which click on on the “New” button. Enter the consumer’s identify, deal with, and get in touch with info, after which click on on the “Save” button.
How do I edit a consumer’s info in Timeslips?
To edit a consumer’s info in Timeslips, click on on the “Purchasers” tab after which double-click on the consumer’s identify. Make the mandatory adjustments to the consumer’s info after which click on on the “Save” button.
How do I delete a consumer from Timeslips?
To delete a consumer from Timeslips, click on on the “Purchasers” tab after which choose the consumer’s identify. Click on on the “Delete” button after which click on on the “Sure” button to verify the deletion.
