Employee/Vendor
Enter the employee who performed the activities for which you're creating activity slips. If a vendor performed the activities, you can enter a vendor card in this field. You also can click the search icon and choose the card from the list that appears. To view the card you chose in the Card Information window, click the zoom arrow.
Date column
Enter the date of each activity slip. You can enter any date in this field, even if it is from a future or prior fiscal year. Select the space bar if you'd like to enter a date using AccountEdge's Calendar window.
Customer column
For each activity slip, enter the name of the customer for whom you performed the activity, or click the search icon to display a search list of cards to choose from. You must enter a customer name for every activity slip for a chargeable activity.
Activity column
For each activity slip, enter the ID number of the activity for which you're creating the activity slip, or click the search icon to display a search list of activities to choose from.
Units column
For each activity slip, enter the number of hours of the activity you've performed. If this activity slip is for a non-hourly activity, enter the number of units (for example, weeks or miles) you've performed. You can enter a negative number, if you need to. You can specify an activity's unit of measurement in the Activity Information window.
Rate column
For each activity slip for a chargeable activity, enter the rate you want to charge for one hour or unit of the activity or accept the default entry. The default entry that appears here depends upon your entry in the Rate field of the Activity Information window for this activity.
Notes column
Enter any notes you want to record with each activity slip. You can include your notes on time billing invoices, if you wish.
Job column
If you want to allocate activity slips for chargeable activities to jobs, enter the job numbers in this column, or click the search icon to display a search list of jobs to choose from.
Record button
Any activity slips in the list that have a zoom arrow in the Date column are considered recorded, regardless of whether you click the Record button in this window.
Cancel button
Click this button to close the window.