Home

Here's just a few of the ways our time management software helps manage your time:

Easy to use time entry screens. You can enter time after the fact, or with slip timers.
Record your time entries directly from our integrated appointment calendar saving needless re-typing of explanations and start/end times.
Save time and effort with convenient and comprehensive pre-billing reports - see the following graphical examples. The prebilling report summarizes all the key information you need in one convenient location.
Summarize time by engagement and task. Print reports that compare budget to actual hours.
Print realization reports by staff, client and service that show which areas you firm is most profitable.
Prepare recurring bills using our template features that let you generate monthly service bills at the click of a button, or prepare comprehensive bills with the aid of a pre-established template.
Manage tasks and important tax or other deadlines with our integrated and comprehensive due date monitor software.

Pre-Billing Reports, Summary Report

This report summarizes outstanding work in progress (unbilled time and expenses) by client in a convenient aged format. The Wip Allowance represents any progress bills that have been sent out against uncleared time.

Pre-Billing Report - Detail Report

This comprehensive detail pre-billing report shows unbilled time sorted in a variety of formats. Also shown is the billing history, year to date realization information and total account balance information. The bottom of the shown shows any unbilled expenses and an aging of the work in progress.

Billing Invoice Samples:

The billing invoice samples shown at right demonstrate just a few of the wide variety of billing formats that are available in our time billing system: detail time slip bills, progress bills, fixed fee bills, or combination "super bills".

Invoices can display as little or as much information as your desire. The first example at the immediate right is a comprehensive format that displays standard fixed fees for year end tax services, plus 'ad-hoc' time slips along with payment activity since the last invoice.

The second of the billing invoice samples shown on the bottom right is a simple detail time slip bill with previous balance information. Detail slip bills have the ability to hide and show a variety of information at your discretion: dates, staff, explanation, billing rate, hours and extended value. You can also "value adjust" individual slips on the detail slip bill.

The narrative slip bill (see the tour for an on-screen example) is similar to the detail slip bill, but its shows an explanation that you look up or type with a word processor instead of the detail time slips. The progress bill lets you get the bill out without worrying about what time to clear. It looks like the narrative slip bill but is not based on time slips: time slips can be cleared against progress bill amounts at a later date at your discretion and convenience.

Monthly statements can also be generated showing all outstanding invoices that are past due. A min-aging can be displayed in the footer section of both statements and invoices. Additional options include the ability to display a bitmap graphic, a global comment "Happy Holidays", and absolute control over the field information you display in detail slip bills.