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Product Reviews

2018 Review of ImagineTime

CPA Practice Advisor by Mary Girsch-Bock, Contributing Writer on November 16, 2018

ImagineTime Time and Billing is part of the Imagine Time suite of practice management applications. Imagine Time is well suited for accounting firms and legal firms of any size and can be utilized as a traditional desktop application or accessed via the cloud for anytime, anywhere access.

Imagine Time also offers mobile apps for both Android and iOS devices that allows complete mobile timekeeping capability, making it easy to record time and billing information from just about any device. New for iOS app users is the ability to email invoices to clients as a PDF directly from any iOS device.

ImagineTime uses a ribbon style menu that is completely customizable based on the employee roles. The product has also maintained its legacy menu, with users able to choose between the two during product setup. ImagineTime also includes a Mobile Timekeeping option that can be used with both iOS and Android smartphones and tablets.

Time can be entered using the After-the-Fact time entry option, which is optimally designed for firms that have a single person entering time for multiple employees. Time can be recorded immediately after a task has been completed, with options to enter time prior to completing a task or weeks after completing a task. There are separate tabs available for chargeable and non-chargeable time as well as an option to enter additional expenses. Unlimited timers are also available in ImagineTime, with users able to use timers simultaneously. Users will be prompted to save any time accrued on timers to the Saved Slip Timer option, which tracks time for all timers used.

ImagineTime’s Billing Dashboard allows users to view billing status for all charges, format and design an invoice, select the bill type to process, and preview bills prior to printing. Five bill types are available; Detail Slip, Narrative Slip, Progress Bills & Final Bills, Fixed Fee Retaining/Recurring Bills, and SuperBills. Bills can be printed and posted individually or in batches. Bills can also be emailed from the dashboard once they have been previewed, and all bills must be printed to the screen or to a printer before they can be posted.

ImagineTime reports are classified by category, with categories such as Client and Contact Lists and Reports, Due Date Reports, Pre-Billing Reports, and Time & Expense Reports available, along with several others. Clicking on a report category will display all reports available in that category, with users able to click on a report to see a detailed description of the report. Users can also access reports from the Reporting ribbon if desired. Management reports such as Transaction Reports and Staff and Client Performance Reports, along with daily and weekly time and expense reports, with a Daily Totals report and various reconciliation reports available as well. A Report Wizard simplifies custom report creation, with users able to save all custom reports for access at a later date. All reports can be previewed and printed, or exported to Microsoft Excel for further customization.

ImagineTime offers a variety of additional modules that are designed to integrate with the time and billing application including Calendar Scheduling, and CRM, along with credit card processing, workflow management, and document management capability. ImagineTime offers both Basic and Advanced integration with QuickBooks, with the basic option included with the application, while the Duplicate Subsidiary Ledger (Advanced) option can be purchased separately and offers users the ability to post ImagineTime invoices to QuickBooks in real time. A QuickBooks import utility is also available at an additional cost, providing users with the ability to import all customer data and related accounts receivable data directly into ImagineTime. The product also offers integration with popular tax software applications including Lacerte, UltraTax, ProSeries, ATX, and Drake.

ImagineTime offers a variety of tools and resources for users, including a series of instructional videos, as well as the option to view the product’s video tour. An online manual is also available as a PDF, and users can access FAQs or view recently added features. ImagineTime offers three support plan levels; Silver, Gold, and Platinum with product updates and telephone/email support options available in all plan levels. Users can also access system support from the website by initiating a remote support session.

ImagineTime is well suited for professional firms of any type and size that desire a comprehensive time and billing component along with optional practice management capability. Prices vary for ImagineTime, with the desktop version starting at $295 for a single user. ImagineTime Cloud starts at $30 per user per month. Both options offer add-on modules that are priced separately.

2018 Overall Rating: 5 Stars


2017 Review of ImagineTime Time and Billing

CPA Practice Advisor by Mary Girsch-Bock, Contributing Writer on Nov 21, 2017

From the 2017 reviews of Time Management systems.

Well suited for both accounting firms and legal firms of just about any size, ImagineTime Time and Billing can be used as a stand-alone time and billing application or in conjunction with other Imagine Time applications for a complete practice management solution.

ImagineTime is available as a traditional desktop product, or users can choose to access the application via the cloud. Mobile apps are also available for both iOS and Android devices, with users able to easily access client information from anywhere Users can also email invoices directly from iPhones and iPads as a PDF. Similar functions for Android devices are coming soon.

Firms can choose to utilize the pared down ImagineTime Lite menu, which offers basic menu options for firms with less demanding needs, or use the standard menu, which offers access to the complete menu of ImagineTime features and options. Both menus utilize a ribbon style menu, with the menu completely customizable as well.

ImagineTime Time and Billing

After-The-Fact time entry offers users flexibility when entering time, with users able to enter time after a task has been completed, in advance of completing a task, or even days or weeks later. Separate sheets can be maintained for chargeable and non-chargeable time. ImagineTime also offers unlimited timers, with users able to use as many timers as they wish simultaneously, with the ability to pause a timer when necessary. All data collected from system timers can be automatically posted to a client file if desired. ImagineTime also tracks separate expenses, though they must be entered through the After-The-Fact option.

All billing and invoicing is completed from the Billing Dashboard, which provides users with access to vital billing and invoicing functions such as bill generation, viewing and emailing invoices, deleting invoices, or processing write-offs. ImagineTime creates five bill types, Detail Slip, Narrative Slip, Progress Bills & Final Bills, Fixed Fee Retaining/Recurring Bills, and SuperBills, with SuperBill templates available. The Invoice Format & Design screen allows user to customize invoices for clients, with the ability to add a logo, change fonts, add or delete columns, and add footers or payment stubs to an invoice. Users can post invoices after they have been previewed or printed. Invoices can be emailed from the posting screen.

ImagineTime’s reporting option offers a list of all available reports by category, with categories including Client and Contact Lists and Reports, Time & Expense Reports, Pre-Billing Reports, Invoice & Payment Reports, Client & Staff Performance Reports, and several other options. Clicking on a category will display the available reports in that category, with detailed description of the report on the right side of the reporting screen. ImagineTime offers an excellent selection of client reports, such as a Client Aging Report, a Client Snapshot Report, and Due Date Report. Both Staff and Client Activity reports are available as well, with users able to include chargeable or non-chargeable time or use a combined option to include both. To track time proactively, users can run daily or weekly Time & Expense reports, as well as an Invoices/Payments report. The Daily Totals report is also a good management tool, providing management with a staff listing of all billed totals for the specified period.

ImagineTime offers users two levels of QuickBooks integration; Basic which includes A/R integration only, or Advanced, which offers complete synchronization with subsidiary ledgers, which allows users to post invoices created in ImagineTime directly to QuickBooks. A QuickBooks import utility is also available that allows users to import customer names and other data directly into ImagineTime from QuickBooks. The product also integrates with several popular tax software applications including Lacerte, UltraTax, ProSeries, ATX, and Drake, with users able to import client names, addresses, and other contact information. ImagineTime also integrates with other add-on modules including Finish-Line Due Date, Workflow, Calendar and Contact Manager, Document Management and Remote Time Entry. Invoices and payments can be imported from tax software as well as clients.

ImagineTime offers an excellent selection of tools and resources for users, including the Online Manual. Users also have access to FAQ’s, a list of support programs available, and the ability to begin a remote support session.

ImagineTime offers three levels of support; Silver, which includes 6 technical support calls, Gold, which includes 15 support calls, and Platinum, which offers unlimited support calls. All support plan levels offer product updates throughout the year. Support is also available on a per incident basis as well.

ImagineTime is a comprehensive time and billing application that also offers complete practice management capability. Ideal for firms that require more detailed time and billing options, ImagineTime pricing varies, depending on the deployment method chosen. ImagineTime Cloud starts at $30.00 per user per month, with add-on modules extra. The desktop version starts at $295.00 for a single user, with additional modules and users priced separately. Online training videos are available for virtually all aspects of the program.

2017 Overall Rating: 5 Stars


2016 Review of ImagineTime Time and Billing

CPA Practice Advisor by Mary Girsch-Bock, Contributing Writer on December 15, 2016

Best Fit: Aimed at both accounting firms and law firms, ImagineTime is well suited for firms of just about any size. The product is available as a desktop installation or a cloud version hosted by ImagineTime.

Product Strengths

Potential Limitations

Product can become expensive for larger firms with multiple users

Overview

ImagineTime offers a comprehensive time and billing software product that can be used as a stand-alone product, or in conjunction with other ImagineTime applications to create a complete practice management solution. The product is available in both desktop/network configurations as well as a cloud-based application.

Basic System Functions

ImagineTime is available as a traditional desktop installation as well as ImagineTime Cloud, which provides access to the product from any location with Internet access. ImagineTime offers users the choice between the standard menu and the ImagineTime Lite Menu, which provides a more simplified user interface to those not currently utilizing other ImagineTime features. Both menus use a ribbon-style menu, with the simplified version displaying fewer menu options and the ribbon menus are easily customizable to suit the needs of the user. Along with Time & Billing, ImagineTime also offers Practice Management, Work Flow, and Due Date Management modules. Mentioned earlier, users can opt to simply use the Time & Billing function as a stand-alone product, or utilize all of the features available.

Managers can set up default billing rates for all staff, and also assign permissions and other options for each staff member, ensuring that they only have access to necessary data, and not confidential information.

The latest version of ImagineTime offers a variety of product updates, including the addition of a mobile app that is available for both iPhone and Android smart phones and tablets. The ImagineTime Calendar has been updated as well, with an enhanced appearance, new calendar icons, and the ability to shift between differing calendar views. Reporting options have been enhanced as well with the addition of a tree view that allows users to view all system reports by function and description.

Time Management Capabilities

ImagineTime’s Time Expense Entry interface offers users access to a variety of functions which include access to both after-the-fact time entry as well as slip timers. Entering after-the-fact information is easy, with users simply choosing the client name, task, code, staff rate and date of engagement. After selections are made, users can simply enter their time and add any notes to the entry if desired.

ImagineTime also offers system timers that users can employ, with the ability to deploy multiple timers simultaneously. Users can simply add a new timer, select a client and begin the timer. All active timers will be displayed on the user’s screen, with the ability to pause a clock if desired. Users can simply click on the Finish tab to stop the time, and also have the option to stop all timers as desired. Billing entries are automatically created in ImagineTime once each timer is stopped.

For those using the optional Calendar function, users can also create time entries directly from calendar appointments.

Invoicing Functions

ImagineTime’s billing dashboard is the area where all billing is processed. The interface displays detailed information on all transactions entered that are ready to be billed, with an unbilled amount displayed next to each client. Users can also use the Quick Find option when they want to bill a particular client. When billing, users can choose from a variety of bill types, including Narrative Slip, General Retainer, Detail Slip, Super Bill and Bookkeeping, with all available options displayed in the drop down menu. Users can choose to run a WIP Summary or a WIP Detail report by client, so they can review what makes up each balance displayed on the screen. All invoices must be previewed and/or printed prior to being posted in the system.

Management Features

ImagineTime’s Reporting tab offers users access to all daily and monthly reports, as well as individual reports such as Client Aging and an Activity Reconciliation report. The Client Time and Billing History Report provides users with an excellent overview of all client time, and can be run as client time history, condensed time history and billing history. Users can also run transaction reports for both invoices and payments, as well as daily/weekly time and expense reports and staff and client performance reports. There are also a variety of activity reconciliation reports including billing activity, work in progress activity, and new activity. For those desiring a custom report, the Custom Report Wizard is available.

Integration/Data Management

ImagineTime offers both basic and advanced QuickBooks integration, with basic integration allows easy exporting of data into QuickBooks, where advanced integration allows users to post ImagineTime invoices directly to QuickBooks. The product also integrates with several popular tax software applications including Lacerte, UltraTax, ProSeries, ATX, and Drake, with users able to import client names, addresses, and other contact information. The addition of the new mobile app allows both iPhone and Android smartphone/tablet users to access the product remotely. An optional Customer Relationship Management application offers integration with Microsoft Outlook and also offers an email blaster ideal for communicating with clients.

Help/Support

ImagineTime offers three levels of product support; Silver, Gold, and Platinum, each with varying options available. The ImagineTime Manual is available as a PDF that can be accessed or downloaded as needed. There are also a variety of instructional videos, Help and FAQ’s to browse. Product users can quickly access the Help function by clicking the F1 key on the user's keyboard.

Summary and Pricing

ImagineTime offers excellent time and billing capability, as well as access to a series of related applications for a complete practice management solution. Pricing for the desktop version of ImagineTime starts at $295 for a single user. ImagineTime Cloud starts at $30.00 per user per month. Optional modules including Finish Line, Workflow, Document Management and Calendar and Contact Management are available at an additional cost.

2016 Overall Rating: 5 Stars