Last updated: March 7th, 2024
A Comprehensive Guide to Sage Timeslips: Features, Benefits, and How to Download
Sage Timeslips is a powerful time tracking and billing software designed specifically for legal firms and professionals who bill for their services. It streamlines the process of recording billable hours, generating accurate invoices, and managing accounts receivable. In this comprehensive guide, we’ll explore what Sage Timeslips is, its key features and benefits, system requirements, and step-by-step instructions on how to download and install the latest and older versions.
What is Sage Timeslips?
Sage Timeslips is a time and billing software that helps legal professionals and firms efficiently track their time, generate invoices, and manage their billing process. It offers a range of features to simplify and automate tasks, enabling users to focus on their core work while ensuring accurate and timely billing.
The software allows users to record time and expense slips online from their computers, making it easy to capture billable hours. With Sage Timeslips, you can:
- Record time spent on various tasks and projects
- Generate professional-looking invoices
- Track expenses and reimbursements
- Manage client information and contacts
- Generate insightful reports to analyze performance
Sage Timeslips integrates with LawPay, a secure online payment solution, enabling firms to collect client payments seamlessly and efficiently.
Key Features of Sage Timeslips
1. Valuable Business Insights through Simple Reporting
Sage Timeslips offers over 100 pre-built reports and a user-friendly report builder, making it easy to understand and analyze your firm’s performance. You can:
- Create custom reports using the guided report wizard
- Access more than 100 pre-programmed reports
- Explore different ways of viewing your data
2. Client Contacts and Related Parties
Sage Timeslips allows you to add contacts for related parties, such as opposing attorneys and judges, to client records. This feature enables you to:
- Maintain a separate tab for additional contacts for easy access
- Specify how each contact is related to a particular case
3. Secure Online Payments with LawPay Integration
Sage Timeslips seamlessly integrates with LawPay, an industry-leading payment system designed specifically for law firms. This integration allows you to:
- Send email invoices to clients with a “Pay Now” link
- Collect client payments online securely and easily
- Streamline your billing and payment process
4. Smart Time Entry and Expense Tracking
Sage Timeslips automates most time and expense entries, ensuring accurate and efficient data capture. It offers features such as:
- Pre-populating account entries
- Automatically capturing time
- Populating client-based activities and associated expense lists
- Supporting voice-to-text data capture for seamless workflow
5. Professional Invoice Creation
With Sage Timeslips, you can create professional-looking invoices quickly and easily using simple drag-and-drop customization. The software supports various billing formats and standards, including LEDES 98B and Litigation Advisor 1. You can also add your own watermark to draft bills for a polished look.
System Requirements for Sage Timeslips
To ensure smooth installation and operation of Sage Timeslips, your system should meet the following requirements:
Server Requirements
- 300 MB of free storage space for software files
- Minimum 8 GB of RAM (recommended: 16 GB)
- Windows Server versions: 2002, 2012, and 2016
- Windows 7: Ultimate or Professional
- Windows 8 and Windows 10
- No network storage
- At least 100 MB for database files
Workstation Requirements
- Windows 10 Pro
- 300 MB of free hard drive space for program files (additional space needed for other files)
- Minimum 4 GB RAM (recommended: 8 GB)
- Windows 7 and Windows 8 Ultimate
- No network attached storage
- Minimum 100 MB for local database
Terminal Services Requirements
- Windows Server versions: 2002, 2012, and 2016
- Minimum 8 GB of RAM (recommended: 16 GB)
- High-speed internet connection
- Sage Timeslips Premium and online services access
Internet Browser Requirements
- Internet Explorer 11 (latest version)
- Microsoft Edge browser
Benefits of Using Sage Timeslips
By implementing Sage Timeslips in your legal practice, you can enjoy several benefits, including:
- Improved Billing Accuracy: Automated time tracking and expense recording ensure accurate billing, minimizing errors and missed billable opportunities.
- Increased Productivity: With features like automatic time capture and smart data entry, you can streamline your workflow and focus on core tasks.
- Enhanced Client Experience: The integration with LawPay allows clients to make secure online payments conveniently, improving their overall experience.
- Better Financial Management: Comprehensive reporting and accounts receivable management tools help you gain valuable insights into your firm’s performance and make informed decisions.
- Customization and Flexibility: Sage Timeslips offers customizable fields, client-specific tasks, and expense lists, allowing you to tailor the software to your firm’s unique needs.
How to Download and Install Sage Timeslips
To download and install Sage Timeslips on your workstation for a local installation, follow these steps:
- Open the search box and type \\server_name, replacing “server_name” with the actual name of your server.
- Press Enter. The network share list should display a folder named “TSSHARE”. If you don’t see this folder, verify that you have properly shared TSSHARE and that the name of your Timeslips folder is correct.
- Double-click on the “TSSHARE” folder.
- Open the Timeslips folder, then the LoclInst folder, and double-click on “Setup.exe” to begin the installation.
- Choose the desired installation type when prompted during the local installation process.
- Select the installation location for Sage Timeslips. The default location is usually C:\Program Files\Timeslips\ on 32-bit workstations and C:\Program Files (x86)\Timeslips\ on 64-bit workstations.
- Launch Sage Timeslips once the installation is complete.
- Repeat the local installation process on all your workstations.
Note: For more information about Sage Timeslips, go to the Help menu within the software.
Your server name for Timeslips should be \\server_name\Timeslips\, the installation folder, and the application folder should match the path mentioned in step 6 above.
Conclusion
Sage Timeslips is a comprehensive time tracking and billing solution designed to help legal professionals and firms streamline their billing process, increase productivity, and improve financial management. With its user-friendly interface, robust features, and integration with secure payment systems, Sage Timeslips empowers users to capture more billable time and generate accurate invoices efficiently.
By following the step-by-step guide provided in this article, you can easily download and install Sage Timeslips on your workstations and start leveraging its capabilities to optimize your billing workflow.
Frequently Asked Questions
1. What additional features does Sage Timeslips offer?
Sage Timeslips provides several additional features to support your billing and account management needs:
- Easy tracking and management of payments and transactions
- Customizable rules and time periods to suit your firm’s requirements
- Comprehensive accounts receivable management
- Compatibility with various accounting software
- Access to predefined accounts receivable reports
2. What is a single-user installation in Sage Timeslips?
A single-user installation in Sage Timeslips refers to any installation with only one station license. Examples include:
- Single-user installation on a network workstation with the database on the same workstation: If you have a single station license and your workstation is connected to a network, you can install Sage Timeslips Premium locally and store the database on the same workstation.
- Single-user installation on a network workstation with the database on a network disk: If you have a single station license and your workstation is connected to a network, you must store the Sage Timeslips Premium database locally on your workstation’s hard drives. You cannot maintain a database over a network in this case.
- Single-user installation on a standalone computer: If you have a single Sage Timeslips Premium license and only one computer, both the software files and the database will be stored on that machine.
3. Do I need to enable file sharing and network discovery in Windows for Sage Timeslips?
Yes, you need to enable file sharing and network discovery in your Windows Network and Sharing settings. Follow these steps:
- Open the Windows Control Panel and navigate to the Network and Sharing section.
- Find “Advanced Sharing Settings” in the Network and Sharing section.
- Ensure that File and printer sharing, as well as Network discovery, are enabled.
- If you have a firewall configured, ensure that TCP port 3050 is open. The Sage Timeslips Premium Firebird Database engine uses this port to send and receive data across network computers.
By enabling file sharing, network discovery, and the necessary ports, you ensure smooth communication and data exchange between Sage Timeslips installations on different workstations.
