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Features

 

Easy to use time and expenses recording - direct entry on everyone’s desktop.

 

Simple, efficient job creation - with highly flexible facilities for job and fee structure.

 

Automated collation and valuation of time & expenses - with option for administrator / manager approval of time and expenses, plus support for multiple rates per employee / job.

 

Comprehensive reporting- with an extensive library of pre-built reports and an intuitive end user designer for modification or creation of new reports.

 

Interactive invoicing- built to productively handle all fee types. Flexible and adaptable to allow you to invoice your way.

 

Tracking and conversion of prospects to jobs – analyse where your work is coming from and why. Any budgets or estimates entered against a prospect can also be carried across when converting to a job.

 

Job Dashboards - for an instant, up to the minute, focused overview on the progress of jobs.

 

Budgeting – practical budgeting tools to set internal budgets for projects. 3 levels of input detail to choose from. Flexible enough to match your needs.

 

Pro active alerting on job progress - instant awareness of project status makes control even easier.

 

Resourcing - see over and under allocations at practice and individual resource levels. Fully integrated into budgeting and actual recorded data etc.

 

Custom screens - extend the system yourself to record any project related information you need. Make these screens available to your team to improve access to information. Use your fields on reports and as filters on specialised job lists for specific functions such as task lists, action date lists, invoice schedules, job status lists and others.

 

Job Contacts - integrated access to all your contacts with facilities to associate contacts with individual projects to give a project level contact list under customisable headings.

 

Holiday Planner - enter and manage all holidays and other planned time off and display this on the integrated planner style holiday chart.

Admiralty Tower, Portsmouth
Admiralty Tower, Portsmouth
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