Time and Billing Pro
Time and Billing Professional for Sage 100 ERP
Track your employees' activities on all billable projects and produce detailed billing invoices for your clients with Time and Billing Professional. This tool provides the necessary time/expense entry and invoicing features needed by Law Firms, CPAs, Consultants, or any business that bills clients based on time. Time and Billing Professional enables you to track employee time for accurate invoicing, enhancing service to your clients, and increasing overall efficiency. It improves company profitability and maintains your competitive edge in today's marketplace.
Time and Billing Professional requires the Sage 100 ERP Accounts Receivable module. Time and Billing Professional seamlessly integrates with the Accounts Receivable module to handle cash receipts, finance charges, statements, and sales tax analysis. The integration with Accounts Receivable also keeps receivables in one module, provides for Divisional Accounting, and cash flow analysis. Time and Billing Professional can also be integrated with theSage 100 Accounts Payable and Sage 100 General Ledger modules. Post work-in-process time to the General Ledger module. Enter billable expenses in Accounts Payable and have them post back to Work in Process.
Change the names of fields in the Time and Billing Professional module to match your company's terminology. This easy-to-use feature allows you to diminish the learning curve for your employees. Time and Billing Professional also produces detailed billing invoices that can be customized for specific clients.
Features and Benefits
Flexible Features
- More comprehensive Invoice History Inquiry by Invoice Number from Time and Billing Professional and Accounts Receivable.
- Create credit memos, apply credits to invoices, and automatically post fees and expenses back to work in process.
- Customizable invoices provide your clients with Fee and Expense information in a detailed or summary format.
- Use Work Codes to group and identify each type of service, work and reimbursable expense that you want to track for billing and reporting purposes.
- Use Engagements to track separate work activities for a single client and assign different fee arrangements, billing rates, billing formats and budgets.
- Multiple billing addresses can be maintained by Engagement under each client code, eliminating repetitive data entry and speeding up your billing process.
- Setup billing rates that can be used for each activity. Assign up to ten separate billing rates for each employee.
- Use Bill Text to enter additional text that describes the work performed for an Engagement or other information pertaining to the billing.
- Terminology for Clients, Engagements, Employees and Work Codes can be configured to match your company's individual requirements. For example, "Engagements" can be called "Matters" in a law firm or "Projects" in a consulting firm.
- Select reports included with the system or design your own with Crystal Reports® or any ODBC-compliant application.
Track Time
- Time and Billing Professional's extensive management reporting capabilities help you to better analyze the profitability of your engagements and the productivity of your employees.
- Track and report time and expenses for each Client, Engagement, Employee and Work Code.
- Determine how your employees' time is spent. Examine the aging of client invoices and work in process.
- Develop schedules and budgets that are easy to understand.
Accurate Billing
- Access to client information and billing history allows you to instantly respond to client billing inquiries.
- Print separate Bill-To and client addresses on invoices - update address information into history.
- Assign a salesperson to a bill - calculate and apply commissions, including split commissions.
Enhance Multiple Sage 100 ERP Modules
Time and Billing integrates with the following Sage 100 ERP modules:
- Accounts Receivable (required)
- Accounts Payable
- General Ledger
Use Customer Terms during billing.
