To create multiple activity slips

If you haven’t already read the Activity Slips Overview, see Creating multiple activity slips for more information.

The Enter Activity Slips window should be displayed.

  1. Click the Multiple Slip Entry tab.

  2. Enter the name of the employee who performed the activities you want to include on these activity slips in the Employee field. You also can click the search icon and choose the employee’s name from the list that appears. If you’re creating activity slips for activities performed by a vendor, you can enter a vendor card in this field.

    If you’ve entered activity slips for the card you enter, they appear in the list. Each line in the list represents one activity slip.

  1. On the first blank line, enter the date of the next activity slip you want to create in the Date field.

  2. Enter the name of the customer for whom your company performed the activity in the Customer field. If you’re creating an activity slip for a chargeable activity, you must enter a customer card.

  3. Enter the ID number of the activity your company performed in the Activity field.

  4. Enter the number of hours or units of the activity your company performed in the Units field.

  5. In the Rate field, a rate should appear if you’ve entered a chargeable activity. The rate is the amount you charge for one hour or one unit of the activity. You can change the rate that appears, or enter a rate, if none is displayed.

  6. Enter any notes you want to record on the activity slip in the Notes field.

  7. Enter the number of a job to which you want to allocate the activity slip in the Notes field.

  8. Press the tab key to record the activity slip and move the insertion point to the next line, where you can begin creating a new activity slip for the employee (or vendor) you entered in the Employee (or Vendor) field.

Note: Activity slips are recorded as you create them

 In the Multiple Slip Entry view of the Enter Activity Slips window, an activity slip is recorded when you press the tab key to move the insertion point to the next line. When a zoom arrow appears in the Date field of an activity slip in the list, it is considered recorded. If you enter a new activity slip and click Cancel after you’ve advanced to the next line in the list, the activity slip won’t be removed. See Removing activity slips for more information.

If you’ve entered the minimum required information on an activity slip, but haven’t moved to the next line in the list, you can record the activity slip by clicking Record or by clicking the Single Slip Entry tab.
  1. Follow steps 4 through 11 for each activity slip you want to create.

  2. Click Cancel to close the window.

To create multiple activity slips