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1 2012 Release Guide

2 Sage Timeslips 2012: The Best in Class Just Got Better Backed by a 25-year reputation of quality and excellence, Sage Timeslips 2012 delivers a powerful set of new features for professional service-based organizations to take charge of their time and billing management processes. This awardwinning solution not only simplifies procedures for tracking time, billing, and payments, it facilitates efficiency at every level for greater productivity and profitability while reducing the risk associated with losing critical data. As you re probably aware, Sage Timeslips 2012 operates as a standalone application, so it doesn t force you to accept any more (or less) functionality than is right for your organization. But the ability of Sage Timeslips 2012 to integrate with widely used accounting packages, a variety of practice management solutions, and productivity tools such as Microsoft Outlook, Word, and Excel means that you can tailor your software to run the way YOU want, not the other way around. Each new edition of Sage Timeslips builds upon the current feature set developed over the lifetime of the product and is based on customer feedback and analysis. Sage Timeslips 2012 is no exception. We re committed to helping your organization grow and thrive, so we included new enhancements and upgrades, as well as intelligent adjustments to interfaces, settings, and improvements to the database. We hope you are as excited about the improvements to work flow, billing, document access, and reporting in Sage Timeslips 2012 as we are. And even better, if you are a customer on a current Sage Timeslips Billing Assurance Plan, you have immediate access to our experienced technical support team to answer any questions you may have about the new features. We re here to provide information, resolve issues, and in short, keep your Sage Timeslips software running at peak performance so you can focus on your business. Not on a Billing Assurance Plan? Our Essential Plan gives you toll-free phone, , and live chat support, as well as unlimited access to Business-Building and Tech Tuesday Realtime Learning workshops. When you subscribe to the Premium Plan, you get additional, value-added services like installation and upgrade assistance, interactive online group training sessions, unlimited minor data repairs, and one instance of high-severity data corruption repair. To learn more about Billing Assurance or to sign up, just give us a call at , or send an to: TimeslipsSales@sage.com today. Contact Us Today! Your Sage representative can help you get Sage Timeslips 2012 for your organization, as well as help you choose a new Sage Billing Assurance plan, renew your existing plan, or review your current benefits. Call for more information. 2

3 Optimized Workflow The new and enhanced features in Sage Timeslips 2012 help streamline your entire workflow for optimum efficiency. More than ever, you re able to focus more on your business and clients, and less on gathering, processing, and presenting facts and figures. Efficiently place multiple clients on billing holds Rather than opening individual client files to place them on a hold and exclude them from a billing run, just use the client list to directly view and change the full billing hold status of each client. You ll appreciate the speed and added convenience for what used to be a tedious, time-consuming process. Quickly identify names for purging Eliminate the need to keep inactive records open to avoid purging them! Now in the Purge Dialogue box you can create a custom field that indicates if a record is to be purged allowing you to keep client records that have been closed in the database. 3

4 Easily set exclusive access to the database When performing critical functions to the database, such as purging, billing, and database maintenance, you now can set exclusive access to prevent others from accessing it during the procedure. This new feature provides you with the security of knowing that crucial operations will not be interrupted. Send exclusive access notification Avoid possible confusion among coworkers if they can t access a database. With the new Exclusive Access Notification you can quickly send a custom message to other users telling them when the database is locked and under exclusive access, and even the reason why. 4

5 Convert text case as appropriate Quickly convert text to upper or lower case within the description area as your specific requirements dictate. More easily access and store file backups Set your own predefined default location to store backups. Not only does this improved feature give you a single location to store all Sage Timeslips backup files, it also makes them easier to locate. Efficiently print any previewed report Make your office a greener one with less paper and more efficiency! When previewing any reports onscreen in Display, you now can immediately send them directly to a PDF file or an RTF file as opposed to printing through a printer, or regenerating the report to save as a PDF or RTF. Broaden the scope for correct spelling with six different dictionaries Ensure all words are spelled correctly with the improved ability to spell-check text in description fields by using up to six different dictionaries at once. This includes a new dictionary of technical terms. For example, the British, American, and Legal dictionaries can all be used simultaneously to check the text that will appear on bills. Accurately assess character/word count With this new feature, you ll be able to automatically generate character and word counts making sure you stay within a specific description limit as set by electronic bill formats. You can also quickly tell the amount of text in any large text field (for example, descriptions, client notes, and in reference to fields). Set payment defaults more easily Now you can set the default payment type and disable the payment types that your organziation does not use resulting in faster processing and more efficiency. Automatically prompt to create payments When you place money in the funds (escrow) account of a client, Sage Timeslips will check if that client has a balance due. If so, Sage Timeslips will prompt and ask if you want to apply that money toward the balance owed or deposit the full amount. Instantly print any dashboard page Simplify your record keeping. As you use your Sage Timeslips Today dashboard to stay updated on your business activities, you now can quickly print out any page for your records without having to reproduce that information in a report. 5

6 Expanded Billing Capabilities Sage Timeslips 2012 was designed to facilitate faster and more efficient billing than ever before. Take advantage of new options that increase the flexibility of your billing operations to save time, money, and resources and even encourage you to go greener! Easily edit previous bills with a word processor Now you can edit previous bills without changing the billing history. Simply export past bills in rich text format for editing in a word processing application (such as Microsoft Word), where you can manipulate and reprint those bills while still retaining an accurate history record. More closely control replacement slip content With the new date option for replacement slips, you re able to summarize charges on bills by the start and end dates that are most appropriate for your needs rather than relying on a default date. For example, you can choose to display summarized charges that span an entire month, appear with a date at the beginning or end of the month. Better maintain and access PDF bill folders Select a predefined location to store PDF bills and statements on a client-by-client basis for an easier method to retrieve or send them to each client. The PDF bills and statements can now be stored in individual client folders on a network drive or on the local drive of the billing machine. 6

7 Conserve paper by ing bills without first printing them Reduce office waste with this new feature that allows you to generate then submit bills by to clients without the necessity of printing hard copies. These e-bills will retain an image for reprinting and editing purposes just like a printed version but without excess paper. Quickly approve PDF, text file, and RTF bills without printing Continue your efforts to go green! Now you can approve bills to update accounts receivable balances and billing history without printing hard copies in order to maintain a bill image. You ll decrease paper waste and increase productivity. Trim the size of your PDF files Now you can exclude embedded font information from PDF files to decrease their size. If you use standard fonts, it s not necessary to include additional font information, which can inflate the file size an extra 80%. Omitting this data is especially useful if you send PDFs to many clients by , as it will greatly reduce the amount of space taken up in your outbox (and their inbox). More efficient reporting Reduce the time spent setting up client reference information when tracking time for the audit house. Now you can import and export client reference setup data (such as the Also use template field) into other clients records in the same way regular export functionality works. 7

8 Find Documents Quickly and Easily New Document Access features for Sage Timeslips 2012 increase your control over finding and generating documents. You ll save steps and time when searching for a particular file and creating communication to clients. Directly access client information from Sage Timeslips Now you can link directly to client files from the client list or client information pages within Sage Timeslips. Find and retrieve data with a minimum of effort for increased efficiency and real-time insight into the status of your client s business. 8

9 Easily customize client letters Quickly create custom letters for every client with a new merge functionality. By pulling information from custom fields or other exposed data fields using data tokens directly from Sage Timeslips and merging it into your letter template, you ll generate unique letters in a fraction of the time. 9

10 System Requirements Customer registration and acceptance of the License Agreement for Sage Timeslips Software Windows 7 Ultimate or Professional, Windows Vista Business or Ultimate, Windows XP SP3 PC compatible with 500 MHz Intel Pentium Processor, AMD, or compatible processor; 1 GHz or higher processor recommended 1 GB RAM; 2 GB or higher recommended 300 MB free hard disk space for installation (excluding your database) additional space required when printing bills to PDF; 75 MB additional for database Adobe Reader to review PDF files (Adobe Reader v9 is included on the Sage Timeslips Installation CD-ROM.); additional 25 MB of hard disk space required for Adobe Reader installation CD-ROM drive, 4x or higher recommended SVGA or better resolution supporting 1024x768 and 256 colors; 1024x768 or higher recommended PC-compatible keyboard, mouse, and printer Network connectivity requires a network adapter appropriate to your type of network; highest quality network hardware is recommended 14.4 KBps modem if using the dialing features within Sage Timeslips; 56 KBps modem recommended Sending bills and statements by requires MAPI-compliant program such as Microsoft Outlook; not compatible with Outlook Express and AOL Receiving slips by requires Microsoft Outlook 2010, 2007, 2003, on the computer that receives the slips Outlook integration requires Microsoft Outlook 2010, 2007, 2003 Print to Excel feature requires Microsoft Excel 2010, 2007, 2003 Merge functionality in Customer Letters requires Microsoft Word 2010, 2007, 2003 Internet connection required for using Sage Timeslips web features; high-speed Internet connections recommended Sound card and speakers recommended for enhanced interaction 10

11 Interested in Sage Timeslips 2012? Discover all of the new and enhanced features available in the latest version of Sage Timeslips. We re here to help just contact your Sage Timeslips sales representative today at , or Get Connected Now! There are many valuable resources available online for all Sage Timeslips software customers. Visit us online to ask questions and share product experiences, tips, tricks, and suggestions with colleagues as well as industry and product experts at: 11

12 About Sage North America Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. At Sage, we live and breathe business every day. We are passionate about helping our customers achieve their ambitions. Our range of business software and services is continually evolving as we innovate to answer our customers needs. Our solutions support accounting, operations, customer relationship management, human resources, time tracking, merchant services, and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries. Sage North America employs 4,000 people and supports nearly 3.2 million small and medium-size business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 13,400 people and supports 6.3 million customers worldwide. For more information, please visit the website at or call Sage I 1715 North Brown Road I Lawrenceville, GA I I Sage Software, Inc. All rights reserved. Sage, the Sage logos, Timeslips, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Windows and the Windows logo are trademarks of the Microsoft group of companies. All other trademarks are the property of their respective owners. 04/ B121102