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Issue Highlights:
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Hello ,
Welcome to the March 2010 edition of our electronic
newsletter.
This month we have a special offer running for those
customers who have not yet upgraded to the
latest version of
Timeslips. Take advantage of all the new and enhanced
features, including the
Clients Not Billed report. Now through the 15th of April
you will receive a 20% discount on the software
upgrade cost.
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Feature Article -
Cleaning Up Your Database |
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Timeslips has several features to help you maintain
a streamlined and up-do-date Client List. If you
don't have one already, develop an in-house procedure
where Clients who are no longer active get moved to
"Inactive" and then "Closed" after a set period of
time. Or they can be moved directly to "Closed" if
you know further work will never be performed.
Then after a set period of
time you can then Purge the Closed Clients from the
database.
Here are some procedures on how you can clean up
your database. |
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Moving Clients from Open to Inactive or Closed |
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1. |
Make
a backup of your database |
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2. |
Print the Client Nickname listing report and review
it |
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(click image to
enlarge) |
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3. |
Once you have determined which clients can be moved
to "Inactive" or "Closed" you have the ability to
change their classification individually or in
groups. |
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4. |
From the Client List click on the change
classification button (4th from the right) |
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(click image to
enlarge) |
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The
Change Classification interface will appear. Now
select from the drop down menu. Open to Inactive,
Open to Closed etc. |
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5. |
Once
you have made your choice you can now select the
Clients to change. You can select one at a time or
tag multiple records. |
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(click image to
enlarge) |
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6. |
IF
the client has Unbilled Slips (a non-zero Accounts
Receivable) Timeslips will display a "Warning"
message. You should review the unbilled slips and
accounts receivable before proceeding.
N.B. Once the client is
moved to Inactive and/or Closed their data will no
longer be included in any reporting unless you
change the filter settings of your reports. |
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Purging Clients |
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1. |
After a certain period of
time you may find that you have Closed Client data
that can be completely removed from the database. In
order to do this you can Purge Closed Clients. |
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2. |
Be sure to make a backup
of your database first and keep a copy of the
database prior to purge. |
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3. |
Then go to File, Purge,
and select Closed Clients - you can then choose from
the drop down to purge All closed Clients or Select
Closed Clients |
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(click image to
enlarge) |
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4. |
By doing this the Client
data will be completely removed from your Timeslips
database and no longer available for reporting or
analysis. |
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Meet our Clients -
Michelle and Susan from Magnum PR |
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"As they say, time is money, and for PR agencies
where often results are never guaranteed, it is
essential to record how much time is invested into
campaigns. Since introducing Timeslips into our
business we haven't looked back - greatly increased
profitability and productivity are quite hard to
ignore, even for timesheet cynics such as ourselves!
In a nutshell Timeslips is an essential tool for any
PR firm and well worth the time and money investment
to set up." |
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Training and Ongoing Support |
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At TDMS our number one priority is to make sure you
know how to reap all the benefits you can from your
software investment. Are you sure you are getting
everything you can from Timeslips?
We offer
in-depth Timeslips training sessions that teach
you how to take advantage of every advanced
reporting and tracking feature available.
Do
your staff need motivation to use Timeslips?
We can help you educate them
on the best way to utilise Timeslips and make it
quick and easy to enter their time on a daily basis.
Enquire today about Timeslips training and
kickstart your way into 2010. |
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If
you've organised an online training session
with us,
click here then bookmark our remote
access login page. |
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Back to top» |
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Share
the Resource |
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Do you know someone who is frustrated
with their current timekeeping and billing software? Or, is
looking for an electronic filing system to help them keep
track of all their important documents?
We encourage you to share this newsletter with
a colleague or business acquaintance who may benefit from our
services. |
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Back to top» |
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Guide to Costings and Pricing for Service
Providers |
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Program Updates and Obsolescence
Policy - Is Your Version of Timeslips Still Supported? |
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The QA
team at SAGE Software - Timeslips have
now confirmed that Timeslips version 2010 will run
successfully on the Windows 7 64-bit operating system.
Are you on the latest Service Release for your version of Timeslips?
You can check this by going to Help, About
Timeslips and verifying
the build number with the list below. If you are not on the latest
service release
let us know and we can assist you with downloading and
installation. |
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Timeslips 2010 - SR 1
(24/06/2009) - Build 18.0.1.0500 |
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Timeslips
2010 - SR 2 (14/09/2009) - Build 18.0.2.0515 |
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Timeslips 2009 - SR 1 (15/8/2008) - Build 17.0.1.0473 |
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Timeslips 2009 - SR 2 (12/1/2009)
- Build 17.0.2.0481 |
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Timeslips 2008 - SR 1 (29/10/2007) - Build 16.0.1.237 |
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*Important Notice to all Timeslips 2007 and lower users:
Timeslips 2007 and all lower versions are no longer supported by the
manufacturer (SAGE US) and we encourage you to upgrade to the most
current release in order to be eligible for support and to be
compliant with new operating environments.
TDMS is the face of Timeslips in Australia & New Zealand,
so please
contact us with any questions
you may have.
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