Project Management (Budgeting)
- Manage Tasks/Engagements/Phases
- Learn to create and manage Tasks
- Set up one-time or recurring Tasks
- Log time to Tasks, use timers
- Perform bulk actions
- Set up custom stages
- Set and track hour or $$ budgets
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Invoicing
- Set up bill rates
- Create invoices from WIP
- Use different invoice formats and print templates
- Write up/down fees
- Print or email invoice for clients
- Posting invoice to QuickBooks
Reporting
- Run a pre-built report to quickly gather information
- Customize existing reports to fit your firm’s needs
- Publish, share and manage reports & report permissions
- Customize report grouping and filtering
- Create custom reports using the report wizard
Resource Allocation
- Set up Resource Allocation
- View Utilization Dashboard
- Create Allocation Reports
- Set up Revenue Projections
- Understand Custom Cost Rates
- Use Multi-level Approval
- Integrate with Salesforce