About Isis

The scope of services required from professional service firms often goes beyond simply providing legal, accounting, or other services for a fee. Today, clients increasingly require these firms to provide a wide range of non-standard billing structures and meet increased accountability requirements. The ability to cost-effectively tailor your billing and reporting systems to meet those requirements can build stronger relationships with your clients and provide a clearer view of your financial standing.

Professional Service Time & Billing™ provides flexible billing capabilities and enables firms to easily customize billing structures to meet clients’ needs. It helps save time, prevent errors, and deliver more responsive client service. Professional Service Time & Billing™ provides a degree of flexibility that enables you to cost effectively tailor your client billing to match virtually any billing structure required by your clients, and it helps to ensure that all billing details are easily accessible across the whole firm.

Approved Transaction Editing (figure 6)

Professional Service Time & Billing™ saves billing time, improves accuracy, and delivers maximum flexibility. This comprehensive billing process in Professional Service Time and Billing™ combined with the Accounts Receivable Module of Dynamics SL®, handles many time-consuming billing tasks automatically, using data stored in the Professional Service Time & Billing™ Module. It provides draft billing for reviewing and validating fees and costs and offers many billing options that enable you to meet a variety of client requirements.

Pre-Billing simplifies the process of validating and preparing client bills by allowing the professional staff to review and check all client-billing items in multiple stages online and make any adjustments necessary before invoices are generated. One of the most powerful features of Professional Service Time & Billing™ is the ability to manipulate any unbilled transaction. Although desirable, it is not always possible to bill for every hour worked and every expense incurred. A specially designed screen makes it easy to specify charges to be held, written off, or transferred to the correct job. No potential revenue slips through the cracks because held detail continues to appear on the Pre-bill Worksheet Report until it is billed or written off.

Billing Exceptions (figure 8)

The billing process of Professional Service Time & Billing™ saves time, minimizes errors, and improves client service by:

• Printing pre-bills for review and adjustment from fee and cost information captured in the Time Sheet Screens.

• Easily generating final invoices from validated pre-bill information.

• Accommodating virtually any client requested billing arrangement and format.

• Transmitting billing information electronically to clients.

• Invoicing at the speed of your business.

These Pre-Billing capabilities help prevent errors and ensure dependable client service by:

• Using a comprehensive review process for reviewing and approving employees’ time sheets and expense data.

• Allowing the appropriate staff to review all transaction data on pre-bill worksheets before the billing process ever begins.

• Allow complete editing of essential data before the actual billing process begins, by allowing staff to move transactions to correct customers, project, tasks, entry groups, entry types, etc. (figure 6)

• Pick and choose the items you wish to bill. (figure 7) Utilize a full invoicing preview process, before final invoicing, to see what your invoices will look like.

• Easily add and delete items from selections before billing. (figure 8)

• Flexible billing cycles organize and simplify the billing cycle.

Billing History allows users to review past bills by account, project, payment history, billed items, adjustments, and transaction history to respond to client queries or to project revenue. In addition, all individual invoices or invoice batches may be reprinted at any time.

Billing Document Review (figure 9)

Custom Invoicing improves client service by making it easy to accommodate practically any client-requested billing format:

• Create custom invoices in Crystal Reports®.

• Reprint custom invoices at any time.

• Generate invoices using any printing criteria (plain paper or letterhead, etc.).

• Generate invoices in batch mode to save time

• Review all invoices on file. (figure 9)

• Setup custom invoices for individual projects, as needed.

• Enable the accounting staff to efficiently modify existing bill formats or create custom designs that include any fee, cost, client, or project information requested by a client using Crystal Reports®; increasing flexibility and minimizing training costs.

Electronic Billing
Helps to improve client service by providing the capability to bill clients electronically in common formats (Excel®, Word®, HTML, etc.) via e-mail with Microsoft Outlook®.