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Billable time and expenses are the
life-blood of legal and professional service firms. Greater
accountability for these fees is crucial to providing better
customer service and ultimately adding to your firm’s success.
Professional Service Time & Billing™ completely automates the time
sheet process. It has an intuitive interface that employees find
easy to use. You are also enabled to create reporting time periods
that represent your time collection needs. Your time collection will
not be limited by the accounting periods; instead your time
collection can be as flexible as you need and can be up to 365
periods per year (or a period per day).
Employee Data Entry Features
Enter time interactively everyday. Employees can use the time sheets
everyday, increasing the accuracy of time reporting. In addition,
daily hours are totaled automatically, so employees don’t need to
add up (and possibly make mistakes on) their hours.
Daily Time Sheet By Customer
(figure 10)
Automate Time Collection and Reporting
The time sheet screens allow employees to enter their time everyday
using their computers. These screens total hours and print time
sheets for approval automatically, and users submit their time
sheets electronically. The time sheet screens are designed to:
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Significantly reduce errors made on time sheets.
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Decrease corrections that must be made during the billing process.
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Provide more timely reporting.
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Minimize the time administrators must spend to manage the time sheet
process.
Employees may enter comments to be associated with any
particular activity. Comments may be selected from a standard list
or entered free form. The comments can be presented on the Project
Reports and shown on the client invoice. In addition, the Dynamics SL
unlimited note capacity is available for each transaction for the
user to use and will be copied throughout the Professional Service
Time & Billing™ and Dynamics SL® modules. These additional notes can
be printed or viewed as needed.
Print time sheets from current or previous periods.
At any time, employees may print a copy of their time sheets for the
current or any previous period on file.
Select projects, tasks, entry groups, and entry types from lookup
windows while using Professional Service Time & Billing™,
employees may use the lookup feature to select projects, tasks,
entry groups, and entry types from the database. Employees can also
lookup projects based on project number, project name, client,
project manager, contact id, project type, and numerous other
user-defined project and client fields. This eases the process of
entering time sheet data. |
Four different Time Sheet screens exist to meet the needs of your
company’s time entry. They include:
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Daily Time Sheet by Customer
(figure 10)
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Daily Time Sheet by Project
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Multiple Employee Daily Time Sheet
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Multi-date Time Sheet
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Enhanced Time Reporting
Professional Service Time & Billing™ tracks the exact date of all
labor activity. For example, the Project Transaction Detail Report
shows the date on which project activity occurred and even shows the
date of each billed, unbilled labor or non-labor charge.
Automatic Data Validation
Time sheets screens automatically check all entries against the
database to ensure that the projects, tasks, entry groups, and entry
types entered are valid.
The Calendar provides a recap of billable and non-billable
time, including firm time, with a date summary by time period,
month, quarter, or half year. This helps to improve productivity by
making users more aware of recorded time. Users can also view the
transaction detail history, billable vs. un-billable, and labor vs.
non-labor, throughout the time range selected. (figure 11)
Time Sheet Calendar (figure 11)
On-Line Help
The time sheet screens include a full-featured on-line help system
that assists employees in entering their billable time.
Stopwatch
Provides an easy way for users to record time spent on specific
tasks, while they perform the work. By simply starting the stopwatch
for a specific project and task, the system will track the time they
spend on certain tasks, and create the data in the time sheet screen
for the employee. The stopwatch also allows for the user to switch
among different tasks, enabling the user to efficiently multi-task
among different projects while tracking time in detail.
Spell Check Functionality
Provides an easy way for users to check the spelling of the comments
they have keyed for work performed. This helps prevent gross
misspellings from reaching the client on their invoices and provides
a more professional appearance.
Users can: (figure 10)
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Enter billable and non-billable time.
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Enter both billable and non-billable fees and expenses.
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Capture all billable and non-billable hours, which may be entered.
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Capture all billable and non-billable cost units and dollar amounts.
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Enter full-text descriptions and notes in draft or final form, by
task code or client/project or delegate tasks to administrative
assistants.
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