Time & Expenses > Timeslips standard accounting template

Timeslips standard accounting template

[IF TIME/EXPENSE POSTING IS ENABLED (AND AMICUS BILLING DISABLED) AT THE FIRM]

You can set Amicus Cloud to use the Timeslips standard template for posted time entries and expenses—see Enable time entry/expense posting for the firm.

This topic covers:

● Template details for time entries

● Template details for expenses

● Download the template definition file before importing

Template details for time entries

Timeslips creates time slip entries from the Amicus time entries it imports from the posting file.

● Posting filename — PostedEntriesFor[FirmMemberInitials][PostingDate]-[PostingTime].TXT, where PostingDate has the format MM.DD.YYYY.

● Matching fields and records — If existing Timeslips timekeepers, clients, and tasks (activity codes) that match those in the imported time slip entries are not found, they can be created or mapped to existing items at the time of import. Or if you prefer, you may set up these items ahead of time in Timeslips.

● Fields exported/imported —

Amicus field exported	Timeslips field imported
"Time"	Transaction type
Timekeeper display name	Timekeeper (Time.Nickname 1)
Client ID	Client (Clie.Nickname 1)
Activity code name	Task (Acti.Nickname 1)
Description	Description
Date of time entry	Transaction date
Duration ("1" if Billing rate is Flat Rate Activity)	Time spent
Billing status	Billing status
"None"	Rate level
Billing rate value	Rate value
"Hourly"	Rate type

● Required fields: Time entries cannot be posted unless they have an activity code and are associated with a file that has a client ID.

● Omitted fields: Matter IDs and task codes may be used in Amicus (depending on your preference settings) but are not exported.

Template details for expenses

● Posting filename (same as for time entries): PostedEntriesFor[FirmMemberInitials][PostingDate]-[PostingTime].TXT, where PostingDate has the format MM.DD.YYYY.

● Matching fields and records: If existing Timeslips timekeepers, clients, and expense types (Timeslips tasks) that match those in the imported time slip entries are not found, they can be created or mapped to existing items at the time of import. Or if you prefer, you may set up these items ahead of time in Timeslips.

● Fields exported/imported —

Amicus field exported	Timeslips field imported
"Expense"	Transaction type
Timekeeper display name	Timekeeper (Time.Nickname 1)
Client ID	Client (Clie.Nickname 1)
Expense type name	Task (Acti.Nickname 1)
Description	Description
Date of expense	Transaction date
"Billable"	Billing status
Quantity	Quantity
Calculated Price (amount divided by quantity—e.g. $200/3=66.67)	Price

● Required fields — Expenses cannot be posted unless they have an activity code and are associated with a file that has a client ID.

● Omitted fields — Matter IDs and task codes may be used in Amicus (depending on your preference settings) but are not exported.

Download the template definition file before importing

Timeslips requires a template definition file that describe the structure of the posted entry files. Download the file at each computer where import will be performed.

● Choose Options > Firm Setup, and in the Billing Setup section, click Choose.

● Download the file AmicusCloud.TPL (for both time entries and expenses).

● Timeslips requires a "TPL" file to be saved at the location where it imports your time from. Click Download TPL file to download it to your computer. The download file is located:

C:\Users\Administrator\Downloads

● Post time entry and expenses

● Import posted entry files into Timeslips

● Enable time entry/expense posting for the firm

● Unpost time entries and expenses

Amicus Cloud (July 2023)