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Professional Service Time and Billing

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Frequently Asked Questions

Q1.

Is Professional Service Time & Billing available now?

A.

 Yes, the product is available right now for Dynamics SL version 6.5.

 

Q2.

What versions of Dynamics SL does it support?

A.

 Professional Service Time & Billing™  currently supports Dynamics SL version 6.5.

 

Q3.

What modules does Professional Service Time & Billing integrate with?

A.

The Professional Service Time & Billing module integrates with the Accounts

Payable module for expense reimbursements and subcontractor/vendor payments.

  1. It integrates with Accounts Receivable for billing of invoices and credit memos.

  2. It integrates with Payroll for employee time and dollar batches (including commission).

  3. It integrates with Inventory for use of stock items on jobs.

  4. It integrates with the General Ledger for Project Accounting journal entries of WIP and unbilled Accounts Receivable.

  5. It integrates with Project Controller for Charge Entry batches for things that have been booked elsewhere to the General Ledger by some other process. (For example salary employee’s payrolls, and in-house expenses of copies.)

     Note: Professional Service Time & Billing allows for full Project Controller  

     Integration through the setup screen. This will allow for the charge and revenue

     tracking in the Project Controller Module through all of the integrations with the

     other financial modules in Dynamics SL.

 

Q4.

What is the difference between Dynamics SL Project Controller and Professional Service Time & Billing?

    A.

The Dynamics SL Project Controller is a great product for the mid-market construction and engineering industries.  It falls short in the Professional Service industry because of these reasons.

  1. Price:
    Professional Service Time & Billing
    costs much less than the Project Series for smaller professional firms who need the functionality of the full Project Series, but have fewer users.

  2. Module availability in the Select Series:
    Not all of the Project Series modules are available in the Dynamics SL Select Series. Whereas Professional Service Time & Billing
    provides a large amount of that functionality in a single product.

  3. Ease of setup and use:
    The Professional Service Time & Billing
    is a product designed to be extremely easy to use from an administrative and timekeeper perspective. It is tremendously easier to use than Project Controller.

  4. Daily Timesheets:
    The Professional Service Time & Billing
    provides four different timesheet screens to meet the way you do business.

  5. More Advanced Easy to use Bill Rates:
    The Professional Service Time & Billing
    system provides a more robust project custom rate system that is easier to use.

Note: You can integrate the Professional Service Time & Billing module with the

Project Controller Module if desired.

 

Q5.

How is Professional Service Time & Billing sold?

A.

The module is sold either by Isis, Inc. or any of Isis’ software partners who have signed up as VARs of the product.

 

Q6.

How does Professional Service Time & Billing affect Dynamics SL licensing? How can I determine the number of licenses a client will need?

A.

The number of Professional Service Time & Billing™  user licenses is based upon the number of concurrent users that will access the product at any one time. This number does not affect the number of users that are in Dynamics SL; therefore you do not need to purchase more Dynamics SL

licenses.  You must make sure that you have enough SQL “seats” to support the

number of users in both Dynamics SL and Professional Service Time & Billing .

 

Q7.

How is Professional Service Time & Billing priced?

A.

The core product is sold as an individual module with a single user included. If multi-

company is required, it is sold as a separate module. Finally, you buy the number of

concurrent users you need in addition to the single user included.

Q8.

Does Professional Service Time & Billing have technical support?

     A.

  Yes, Isis has a full support team to assist with any technical issues you experience.

 

Q9.

Is Professional Service Time & Billing  multi-company enabled?

A.

  Yes, multi-company is fully supported.

Q10.

Is Professional Service Time & Billing  multi-currency enabled?

A.

Currently the product supports only the local currency. However, it is under development for a future version.

Q11.

Can Professional Service Time & Billing  be customized for a client’s needs?

A.

Yes. Either you can customize the product through customization manager, or Isis can be engaged to alter the product to meet specific needs.

Q12.

If I need additional information on the Professional Service Time & Billing module or have specific questions, whom do I call?

A.

Please feel free to contact Isis with any questions.

or (804) 762-4200.

 

For more detailed information about the Professional Service Time & Billing module

please visit the following site: www.isissoftware.com/pstb.

 

Call and request a multimedia CD-ROM demonstration. You can also have Isis

demonstrate the product to you or your client via the Internet. Please contact Isis to

schedule a demonstration. If you require a demonstration copy, which requires setup

of the product, please call (804) 762-4200.

Isis, Inc.     Post Office Box 70460, Richmond, VA 23255     Phone: (804)762-4200     Fax: (804) 762-4195