Create new task or expense record

Sage Timeslips US lets you add tasks or expenses using templates and predefined defaults. Users save time by applying Slip-making defaults during record setup.

Create a task or expense record:

1. Select Names, Task Info, or Expense Info.
2. Click New (+).
3. Enter Nickname 1 and Nickname 2 when needed.
4. Select a template from Setup this record to match fields from:
   • If templates exist, select the correct template to apply the settings.
5. Click Apply Defaults.
6. Enter additional information in the available fields.
   • Note: Slip-making defaults pre-populate data for new slips created with this task or expense.
7. Click Save.