Data can be exported to a Client Revenue Pivot Table report for quick ad-hoc analysis of ImagineTime data. There are a full complement of management reports, including daily and monthly history, client acing reports, engagement budget to actual comparison, due date reports, and client snapshot reports. Daily activity can also be posted to/from QuickBooks from this menu. Invoices are customizable, and the format can be edited in a simplified graphical interface accessible from the billing dashboard.Ĭollections are managed from a separate tab on the ribbon, and users can post services charges, process statements, and post payments easily from this menu. Users can access the billing dashboard, which allows users to create WIP reports, prepare billings, and write off recorded time. The invoicing within the application allows users to bill clients based on fixed fee, and hourly engagements, with expenses passed through with or without markup. The product also includes options for accruals and tracking of unused paid time off such as vacation and sick time. Time can be approved by supervisors within the application, and multiple billing rate schedules can be maintained for staff, tasks, and clients. When a timer is closed, a system-generated time entry is created for the task, and the user can then edit, annotate, or reclassify the time as billable or non-billable. Users can have multiple timers open simultaneously, and each timer can be active or paused as needed. Expenses and notes can also be entered and marked up in this interface. Data is assigned to a client, project, and task at the time it is entered. Time is entered into the software using either the built-in timers, a single-user time entry screen, or a multi-user time entry screen. The user rights are not customizable at a very granular level, but the available options may be appropriate for small and mid-sized firms. Similar permissions are available for limiting access to the calendars maintained in the application. Users access data using one of three roles: staff, supervisor, or system manager. Users can also select a screen-based main menu which allows users to access features in four areas – Data Entry, Daily Reports, Management Reports, and Utilities. Ribbons can also be customized by individual users. The software’s ribbon interface has a logical layout, with tabs for Clients/Contacts, Time + Expenses, Billing, Collections/Statements, Calendar/Due Dates, Reporting, and Setup/Utilities. ImagineTime has the feel of a strong traditional time and billing application for accounting firms.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |