Recently Jack Schaller published an article here on our blog on how to store invoices organized by client in a document management program.
It’s a good idea and one that makes NetDocuments shine. But in order to do that, your time and billing program needs to be able to (1) generate bills in a PDF format; and (2) support the ability to store those invoices in an automated manner. Sage Timeslips handles both with ease.
Beginning with Timeslips Version 2012 and higher, Sage Timeslips offers users the option to identify where bills in .PDF format can be stored, and can set up folders by client within that location.
To begin, go to the Setup menu in Timeslips and select Document Locations
- By default, the folder is called “Docs” and is stored under the database folder. This can be changed if desired.
- The client folders can be assigned by their Nickname 1, or use a custom folder name.
- The feature will create folders on an “as needed” basis so unused folders will not take up valuable space.
- If those folders already exist, users have the option of putting bills in a “Bills” subfolder underneath the client folder, or statements in a “Statements” subfolder.
Once this feature is set up, it then becomes a simple matter of selecting the option to place bills in these locations after bills are generated.
Sage Timeslips is a powerful program with several features that make time tracking, expense tracking and billing easier and more efficient for your organization. And we know what those features are! Contact us at 1-877-357-0555 or by email at info@easternlegalsystems.com and let us help you get the most out of your billing and document management software.
Related articles:
Storing Client Invoices in the Cloud
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.
