More Key Features

Pre-populated cells to eliminate errors

Mobile application for time entry

Reminder of daily entry/prompt upon log in

Reporting for missing time entry

24 hour limit on time entry (one particular day)

Ability to copy previous entry when entering time

Index number assigned to every time entry for tracking history

Requirement for all cells to be completed

System generated emails to notify when missing time entry

Time Entry

Billing

On-screen billing for Engagement biller

Automated invoice footing within the application

Installment invoices generated without manual interaction

Ability to have an admin fee added to invoices (% of invoice) that calculates correctly

Track admin fee as separate revenue component and ability to write off fee if applicable

Standard formats for invoices

Ability to email and upload invoices to client portal

Bill to parent option (client roll up)

Reverse invoice option (history of invoices reversed and re-issued)

Inquiry screens showing Client, office, firm - MTD/YTD 

Option to apply partial progress bills to WIP and carryover remaining amount

Ability to email invoice directly from application

Bill by Engagement (write off by engagement)

Field for entering WIP reserve (by Client, by Engagement)

Automated email of outstanding receivables

Area for AR narratives 

System generated emails when AR hits over 61 days and over 91 days

Allow easy application of multiple clients paid on one check

Field for payee if different than client name and ability to search on this field

Ability to search by amount

Ability to run 1 statement for client family

Ability to run AR reports by amount, by bill date, etc.

Ability to flag a client statement to not print

Ability to put client on credit hold

Accounts

Receivable

Reporting

Easier financial reporting - Established integration with Microsoft's Power BI

Accounting for WIP reserves 

Standard report for Contribution Margin

Realization by client partner and engagement partner

Tracking of annuity work vs. one time projects (i.e. 25% consulting goal)

Profit & Loss by Location (full)

Gross Profit by Industry (segment)

Charge hour reporting - targets, actual, total hours, utilization %

Staff client listing with dates of when projects take place

Non-chargeable time reports 

WIP reports to show summary by staff at the end of the report

WIP reports show YTD fees billed

Ability to run history of changes to clients

Report for percentage of bills collected in given month

Reporting hierarchy

Open data base structure

Budget to actual and additional information of invoiced/collected to date

Screenshot of "my" open projects w/ budget to actual time

Notification when approaching xx% (user determined) of budget

Area to enter - Budget, Fee and planned fee adjustment

Project

Management

Scheduling

Ability to work with Microsoft Outlook

Send alerts when schedule has changed

Automated scheduling requests

Roll over blocks of time

Reporting functions

Ability to view client/staff schedules

Budget vs. schedule vs. actual

Listing of all clients, prospects and referrals

Client contact listing

Tracking the pipeline activity

Reporting  of pipeline activity

Referral Sources

Reporting of contacts  by niche

Dashboards; Activity

Business

Development