In This Issue:

Director's Message

Feature Review - Billing Assistant

Report Spotlight

Quick Tip - 'No Charge' Time

"Your Story" - The Futures Group

Share the Resource and Get Connected

Training

Program Updates

Hello ,

Welcome to the February issue of our newsletter.

This month - apart from sharing tips & tricks and feature reviews regarding Timeslips - I am excited to say that Timeslips was recently rated the most popular time and billing program in The CPA Technology Advisor "Readers' Choice Awards" for 2009!

The CPA Technology Advisor is one of the leading US technology publications. Here's a brief excerpt of what they had to say:

"For the second year in a row, Timeslips by Sage maintains its popularity as the best solution for time and billing, with readers voting it as the best system in the Practice Management/Time & Billing Systems category, winning by a wide margin over two other competitors".

Results are published in the January/March issue of The CPA Technology Advisor. If you'd like to see the results for yourself, view a copy of the "Readers' Choice Voting Results for Practice Management/Time & Billing Systems" Chart.

Or for a complete listing of contenders and results, you're welcome to read the full story in the online archives.

- Michele

Take Time Out

The trouble with jogging is that by the time you realise you're not in shape for it, it's far too far to walk back!

- Franklin P Jones

Take a Features Tour

Key Benefits

Training Guides

Basic

Intermediate

Products Updates - SR's

Access our Services

Learn about TimeMatters

This is a must-read for the "billing" person in your firm.

In Timeslips 2008 the Billing Assistant was completely redesigned and the option given to view one client at a time or a list view of clients ready for billing. In Timeslips 2009 Billing Assistant was further enhanced to allow you to gain even greater insight into the billing process.

Billing Assistant now provides up to the minute information about the different types of charges included on each client's bill with the new "Billing Details Totals" screen for both Fees and Disbursements. Additionally, the Billing Assistant includes even more detail about the interest and hold charges associated with the client.

Think of Billing Assistant as your "editable worksheet" - you have the ability to edit slips, change client information, update billing arrangements and see the results, all from the one screen. You can also generate pre bills and bills, print a WIP analysis and review Client History - all from the Billing Assistant.

Click here to view sample screen shots.

If you need to know when staff are not billing enough time, you can set the minimum hours for each timekeeper within the general page of the "TimeKeeper" information dialog box.

Use this report to identify time that may not have been entered for the billing. You can format this report using the settings within the Report Options dialog box. For example, you can display weekend days, exclude "timekeepers" who met their minimum hours or display weekly or monthly totals.

Click here to see how you can use this feature.

To arrange a time to discuss how to better utilise Timeslips in your firm, please email or call us on +61 7 4053 3800.

When you choose not to bill a client for work done, change the billing status on the slip to "No Charge".

By selecting "No Charge" the slip appears on the invoice with No Charge in the charges column. In doing this you are telling your client that the service you provided has value but you have chosen not to charge them for it.

Click here to view a sample of this report.

This month, Kerry Neill from The Futures Group shares her story.

The Futures Group, located in West Perth, have implemented a combination of TimeMatters for their front office project management tasks, and Timeslips for their back office billing, debtors and productivity management. The Director of The Futures Group, Kerry Neill, explains how these two products have improved their workflow.

"The Futures Group is a progressive and innovative HR consultancy firm that manages a range of projects and consultancy services to government and private sector clients. As a growing business the need to implement an integrated contact management, project management and time management solution became a priority at the beginning of 2008.

Through the implementation of TimeMatters by LexisNexis we have been able to create an environment where consultants are accountable for their project and client management and we have the ability to record meaningful and easily accessible information relating to clients and projects. All time is recorded accurately against projects to give a clear indication of profitability and detailed invoicing. Information is more easily shared and overall provides a more collaborative working environment.

Following the successful implementation of TimeMatters by LexisNexis in July 2008 we moved to integrating our billing system with Timeslips by Sage. We now have a fully computerised accounts system which requires minimal data entry and we have the ability to run complex financial management reports with the click of a button.

The support received from Time & Data Management has been exceptional. All requests for support are responded to in a timely manner and tailored to meet our individual business needs."

Would you like to be featured in our newsletter and share your story with others across Australia and New Zealand? Email us with a brief description of your experience with Timeslips, your web address and a copy of your logo. Or if you'd rather talk about your experience than write it down, ask us to give you a call. We'd enjoy the chance to chat!

Onsite or remote training - for supported versions of Timeslips.

We offer Timeslips training sessions at your office with your staff or online via secure remote connection to your office. All training is specific to your requirements.

Timeslips training is just a phone call away so let us know what your training needs are and we can customise a session to suit.

Contact us now to discuss training online via a secure connection to your PC, or to arrange a site visit.

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.

Timeslips 2009 - SR 2 (12/1/2009) - Build 17.0.2.0481

Timeslips 2009 - SR 1 (15/8/2008) - Build 17.0.1.0473

Timeslips 2008 - SR 1 (29/10/2007) - Build 16.0.1.237

Timeslips 2007 - SR2 (18/6/2007) - Build 15.0.2.36

* Timeslips 2006 - SR 2 (1/2/2006) - Build 14.0.2.34

* Timeslips 2005 - SR 2 (7/7/2005) - Build 13.0.2.28

* Important Notice to all Timeslips 2006 and lower users:

Timeslips 2006 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.

Contact us today to enquire about upgrading your Timeslips.

Obsolescence Policy:
Time & Data Management currently supports Timeslips by SAGE versions 2007, 2008 and 2009 - Sage Software's Obsolescence Policy is to support the current Timeslips release and, in most cases, two prior releases of a product.