LEGL 212
Timeslips Exercise
March 13, 2003
You will need the disk containing the backup file you
created in class on February 27.
1. Install the Timeslips demo version.
2. When you get to the screen for locating the database, select “New Database from Backup.”
3. Insert your disk and restore the Timeslips Backup.bku file.
4. When the database opens, make sure the Navigator is set to Advanced Navigator. If it is not, right-click on the Navigator and select Advanced.
5. Select Transactions, Client Funds and click the New (+) button to enter a new Payment to Bill Jones funds account. Set the transaction type to Payment To Account. Date: 3/7/03 Check #: 7745 Amount: $5,000.00.
6. Save and close the Funds transaction. Close the Client Funds List.
7. Open the Billing Assistant by clicking the Billing Assistant button on the Navigator.
8. The Navigator should open to Bill Jones, the only client in the database.
9. Click on the blank area under “In Reference To.” This will take you to the Client Information screen for Bill Jones.
10. In the “In Reference To” box type: Jones v. Robinson.
11. Click on the Format tab, scroll down and check the Timekeeper Summary box. This will cause the full name and summary totals for each timekeeper to appear on the bill.
12. Click the Save and Return (on the side toolbar) button to return to the Billing Assistant.
13. The Billing Assistant title bar should now show “update needed.” Click the Update button on the side toolbar.
14. Click on the .00 next to Replenishment in the Funds account section of the Billing Assistant.
15. Open the Default funds account and make these changes:
a. Change the Name of the account to: Retainer Account.
b. Set Style on bill to Detail.
c. Check the box marked Automatic payment of new charges on bill.
Click OK to save these changes.
16. Click the Save and Return (on the side toolbar) button to return to the Billing Assistant.
17. Click the Generate Bill button. Click the Print button to preview the bill on the screen.
18. If the bill looks correct, click the Print button.
19. Turn in the bill before leaving class. Your full name should appear in the Timekeeper Summary section of the bill, if it does not, correct the bill, or write your full name on the bill.