Are you a authorized skilled trying to streamline your consumer 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 consumer info. On this tutorial, we’ll information you thru the step-by-step means of getting into a brand new consumer into Timeslips, making certain you could effectively seize and set up important consumer information.
Timeslips offers a user-friendly interface that simplifies the method of including new purchasers. By following our clear directions, you may rapidly create consumer data, together with particulars comparable to contact info, billing preferences, and matter assignments. We are going to cowl the important fields and settings, making certain that your consumer database is complete and correct. Whether or not you’re simply beginning with Timeslips or trying to enhance your information administration practices, this tutorial will offer you the data and expertise essential to successfully enter and handle your purchasers.
Furthermore, getting into a brand new consumer 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 consumer info, you may 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 observe.
Making a New Shopper Report
To create a brand new consumer 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 “Shoppers.”
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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 consumer info into the designated fields.
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If required, click on on “Save” to create the brand new consumer report.
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The newly created consumer will now be seen within the Timeslips interface.
When getting into a brand new consumer report, you will need to present correct and full info, such because the consumer’s identify, handle, cellphone quantity, and phone individual.
The “Extra Info” part means that you can add further particulars concerning the consumer, comparable to their web site, electronic mail handle, or another related info.
By following these steps, you may effectively create new consumer data in Timeslips and handle client-related info successfully.
Coming into Shopper Info
To create a brand new consumer in Timeslips, comply with these steps:
- Click on on “Shoppers” from the highest menu.
- Choose “New Shopper.” A brand new window will open.
- Enter the consumer’s primary info into the fields supplied, together with Identify, Firm Identify (non-obligatory), Handle, Telephone Quantity, and Fax Quantity.
- Select the “Contact” tab and enter the contact individual’s info, together with their identify, electronic mail handle, and cellphone quantity.
Extra Shopper Info
Along with the fundamental info, Timeslips means that you can enter extra consumer particulars that may be helpful for organizing and monitoring your work.
Shopper Sort
You possibly can specify the consumer’s kind, comparable 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 handle and billing charge. You too can arrange a number of billing charges for various kinds of work.
Matter Codes
For those who use matter codes to trace various kinds of work on your purchasers, you may affiliate matter codes with the consumer on this part.
Notes
You possibly can add any extra 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 specify their billing preferences. This contains establishing the billing charge, 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 consumer an hourly charge or a flat price. For those who select an hourly charge, it’s essential specify the speed per hour. For those who select a flat price, it’s essential specify the entire quantity of the price.
| Billing Sort | Description |
|---|---|
| Hourly | The consumer is charged a specified quantity for every hour labored. |
| Flat Charge | The consumer is charged a single, mounted quantity for your entire challenge 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 consumer. You possibly can select to invoice your purchasers weekly, month-to-month, quarterly, or yearly. You too can 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 consumer contact particulars. Comply with 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 another related particulars.
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Detailed Description of the Contact Info Fields:
Discipline Goal Identify The consumer’s main contact identify Title The consumer’s skilled title Electronic mail The consumer’s main electronic mail handle Telephone The consumer’s main cellphone quantity Handle The consumer’s essential enterprise handle Notes Extra 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 Shopper Fields
Including Customized Fields
To create a brand new customized subject 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 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 present customized subject, choose it within the “Customized Fields” dialog field and click on on the “Edit” button. You possibly can change the identify, description, or information kind of the sphere. For those who change the info kind, present information in that subject will not be appropriate with the brand new kind.
Deleting Customized Fields
To delete a customized subject, 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 consumer checklist, time entries, and billing statements. To show a customized subject within the consumer checklist, right-click on the column headers and choose “Customise.” Drag and drop the specified customized subject from the “Out there Fields” checklist to the “Chosen Fields” checklist.
Bulk Importing Customized Discipline Knowledge
If in case you have a lot of customized subject values to import, you should utilize the “Import Shopper Knowledge” wizard. Within the wizard, choose the customized subject 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 subject.
| Knowledge Sort | Format |
|---|---|
| Textual content | Any mixture of characters |
| Quantity | Integers or decimal numbers |
| Date | MM/DD/YYYY |
Linking Associated Shoppers
In some circumstances, you’ll have a number of purchasers who’re associated to one another. For instance, you’ll have a father or mother firm and a number of other subsidiaries, or you’ll have a consumer who has a number of divisions. Timeslips means that you can hyperlink associated purchasers collectively with the intention to simply observe your whole work for these purchasers in a single place.
To hyperlink associated purchasers, comply with these steps:
- Open the Shoppers window.
- Choose the consumer that you just wish to hyperlink to a different consumer.
- 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 consumer that you just wish 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 Shoppers” tab within the “Shopper Info” dialog field. You too can use the “Associated Shoppers” column within the Shoppers window to view the linked purchasers for every consumer.
Linking associated purchasers might be useful for quite a few causes. First, it will probably assist you to maintain observe of your whole work for these purchasers in a single place. Second, it will probably assist you to determine potential conflicts of curiosity. Third, it will probably assist you to offer higher service to your purchasers.
| Profit | Description |
|---|---|
| Simple monitoring | Monitor all work for associated purchasers in a single place |
| Battle identification | Establish potential conflicts of curiosity |
| Higher service | Present higher service to your purchasers |
Importing Shopper Knowledge
Importing consumer information into Timeslips is a handy approach so as to add a number of purchasers to your database. To import consumer information:
- Open Timeslips and go to the Shopper tab.
- Click on the “Import Shoppers” button.
- Choose the file containing the consumer 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 exhibits the sphere mapping choices:
| Timeslips Discipline | Import File Discipline |
|---|---|
| Shopper Code | Shopper ID |
| Shopper Identify | Shopper 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 |
| Electronic mail Handle | Electronic mail Handle |
Exporting Shopper Lists
To export a listing of purchasers, comply with these steps:
1. Click on the **Shoppers** tab.
2. Choose the purchasers you wish 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 Shoppers** dialog field, choose the format you wish 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 out 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 include the next info for every consumer:
| Discipline | Description |
|---|---|
| Shopper ID | The distinctive identifier for the consumer. |
| Shopper Identify | The identify of the consumer. |
| Handle | The handle of the consumer. |
| Metropolis | Town the place the consumer is situated. |
| State | The state the place the consumer is situated. |
| Zip Code | The zip code of the consumer. |
| Telephone Quantity | The cellphone variety of the consumer. |
| Fax Quantity | The fax variety of the consumer. |
| Electronic mail Handle | The e-mail handle of the consumer. |
Working Shopper Studies
The “Shopper Studies” part means that you can generate stories to achieve insights into your consumer relationships and billing information. Under is an in depth tutorial on the best way to run consumer stories in Timeslips:
1. Accessing the Shopper Report Menu
Click on on the “Studies” tab and choose “Shopper Studies” from the drop-down menu.
2. Deciding on a Report Sort
Select the particular report you wish to generate from the accessible choices, comparable to Shopper Billing Element, Shopper Invoicing, and Shopper Fee 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
Alter 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 might 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 possibly can select to incorporate or exclude particular timekeepers from the report by utilizing the “Timekeeper” filter.
9. Superior Report Choices
Throughout the “Superior Choices” tab, you may customise the report back to show particular particulars, comparable to:
| Choice | Description |
|---|---|
| Present Present Account Stability | Shows the present steadiness for every consumer. |
| Embody Timeslip Notes | Provides notes from timeslips to the report. |
| Group By | Lets you group the report information by consumer, 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
For those who encounter errors whereas getting into a brand new consumer in Timeslips, comply with these troubleshooting ideas:
1. Confirm the Shopper Identify
Be certain that the consumer identify is entered accurately and doesn’t exist already within the system.
2. Verify for Particular Characters
Keep away from utilizing particular characters, comparable to & or $, within the consumer identify.
3. Assessment the Shopper Quantity
Be sure that the consumer quantity is exclusive and never already assigned to a different consumer.
4. Handle Size
Confirm that the consumer handle, together with road, metropolis, and postal code, is throughout the most size allowed by the system.
5. Verify for Duplicate Contact Info
Be certain that the contact info supplied for the consumer will not be already related to one other consumer.
6. Assessment the Shopper Sort
Affirm that the right consumer kind is chosen, comparable to “Particular person” or “Enterprise”.
7. Confirm the Tax ID
If relevant, enter the consumer’s tax ID accurately.
8. Assessment the Bill Phrases
Choose the suitable bill phrases, comparable to “Web 30 Days” or “Prepayment”.
9. Verify for Required Fields
Be certain that all required fields, comparable to consumer identify and handle, are stuffed out.
10. Take into account the Following Extra Troubleshooting Steps:
| Potential Error | Troubleshooting Ideas |
|—|—|
| “Shopper already exists” | Verify the consumer checklist 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 throughout the system. |
| “Handle is simply too lengthy” | Shorten the handle 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 aren’t legitimate” | Verify the checklist of allowed bill phrases in Timeslips. |
Find out how to Enter a New Shopper in Timeslips Tutorial
Coming into a brand new consumer in Timeslips is an easy course of that may be accomplished in a couple of minutes. Listed here are the steps on the best way to 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 consumer’s identify, handle, and phone 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 “Shoppers” tab after which click on on the “New” button. Enter the consumer’s identify, handle, and phone 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 “Shoppers” 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 “Shoppers” 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.
