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2. Sage Timeslips gives users the freedom to set up slips entry templates
separately. You also can create them as you work. To create slip entry
templates that you need on your work, Choose Slips- Time Sheet Slip
Templates. Then the Time Sheet Slip Template List window will appear
with a list of templates which you already have created.
3. If you want to use the existing template, just double-click above it to open
and make changes as per your requirement Or create a new template by
clicking the “plus sign” on the right side of the window. In either case, the
time sheet slip template Entry window will appear after that.
4. How to Set Up the Template?
• At first, assign a “Name” to the template.
• Then select a particular “Timekeeper” or, if you want the template
to available for every timekeeper in the database, then select the
“Timekeeper” to “All”.
• Select a “Client” and name of the “Task”. If you are going to use a
reference, then select a “Reference” name.
(Optional)
• Fill in the “Description” box, which will appear on each slip you
create using this template.
5. • Input “Default rates” and “Billing status” information.
Save the template by using the vertical tool bar on the right side of the
window. When you open the Time Sheet Slip Entry window, your
template name will simply appear in the list. As you further work, you
might need to track time for a template. Then, just create a slip entry
template as you work. Click on the text “Click to Select Names”, and you
will see a small window. Use it and select the “Client” name,
“Reference” and a “Task”. Click the save button (disc) at ride side bottom
of the window.
Then, the Sage Timeslips assumes that the timekeeper is the one who
appears at the top of the Time Sheet Slip Entry window. To create a
template specific to a different timekeeper, select the timekeeper before
you click at “Click to Select Names”.
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