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Create time and expense slips

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Summary

Sage Timeslips provides multiple ways to create time and expense slips. Users can enter required details from lists, assistants, or navigators to record billable activity.

Resolution

Ways to create slips

You can create slips from several locations in Sage Timeslips.

  • From the Time and Expense Slip List, click New, the yellow plus icon.
  • From Billing Assistant, select Fees, Time Slips, then click New.
  • From a navigator, select Enter a Time Slip or Enter an Expense Slip.

Enter slip details

After opening a new slip, complete the required fields.

  1. Select the appropriate Type using Time or Expense.
  2. Select the Timekeeper, Client, and Task or Expense.

Other fields remain optional, based on firm requirements.

Commonly used optional fields include:

  • Date
  • Description
  • Time spent
  • Rate

Enter the needed information, then save the slip to complete the entry.

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