Sometimes you just have to enforce the rules and restrict slip entry, to prevent nasty surprises.
The Problem: You ask your staff to submit their time so that you can generate bills in a timely manner. Everyone says they’ve done it. But after the bills are sent, you find slips with dates that should have been included. Your timekeepers assume an innocent look and tell you it’s not their fault. Your boss/supervisor is not happy with you.
We frequently hear of situations like this. Fortunately, there is a solution.
The Solution: Sage Timeslips Versions 2013 through 2017 address this problem with a feature that prevents users from entering slips prior to a specific date. Here is how to set up this restriction.
- From the Setup menu, select the General command
- On the left side of the window, highlight Slips A/R and Funds
- Check the box next to the option Do not allow saving slips with a date before:
- Enter the earliest allowable slip date
- Click OK to save your setting
Any user who tries to enter a slip from now on with a date prior to the one set under General Settings will receive a warning message and be asked if they want to continue. By default they can answer in the affirmative and keep working. However, if you really want that rule to “stick”, you will also need to go into security settings and uncheck the box Allow Slip Creation on Restricted Dates.
It is said that “knowledge is power”. At Crosspointe Consulting Group, our staff can help you with questions about installation, setup and training to ensure you get the most from your programs. You may contact us at 1-877-357-0555 or write to us at info@crosspointecg.com.
Dana Riel is President and Founder of Business Solutions, Inc., serving the Washington, D.C. metropolitan area since 1985. Her firm is the authorized training center for the region for Time Matters and PCLaw by PCLaw|Time Matters, PLLC; Timeslips and Sage 50 Accounting by Sage Software; and QuickBooks by Intuit Corporation. She also serves as a consultant for Caret Legal (formerly known as Zola Suite), CosmoLex, Soluno & TimeSolv. As a trainer, Dana has provided training services to organizations such as the DOD Defense Logistics Agency, Judge Advocate General’s Office (JAG)/Department of the Navy, University of the District of Columbia School of Law, U.S. Department of Commerce and the U.S. Department of Veterans Affairs, as well as with small‐ to mid‐size law firms in the Baltimore‐Washington D.C. area. In 2009, she participated in the series of day‐long seminars sponsored by the District of Columbia Bar Association Practice Management Section, titled “Basic Training: Learn About Running a Law Office”. Ms. Riel also served as an Adjunct Professor in Georgetown University’s Paralegal Studies Program, having taught the course, “Legal Ethics/Legal Technology” in 2009; and “Legal Technology” for the Spring and Summer Semesters of 2010. She presently serves on the Advisory Board for PCLaw|Time Matters, PLLC.
