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Job Control & Costing

Job details

• Fast find by job number, description or client code
• Key information on immediate view
• Detailed status reporting of costs committed & profitability
• Contact details individual for each job
• Speculative, in-house, live and complete status
• Wide range of listing

Briefing

• Key dates & activities held online
• Brief headings & job bag layout to your requirements

Time & cost recording

• Hands-on batch timesheet entry
• Separate timesheet for user entry
• Link to expense claims and P11D’s
• Reallocate costs after entry
• Resource timesheet entry
• Report by combinations of employee, work type & client
• Productive hours reporting

Purchase orders

• Hands-on order entry
• Estimated, verbal and quoted price status
• Order to invoice link and entry
• Orders due and outstanding quickly identified
• Purchase Order print, fax or email

Quotes, charging & invoicing

• Estimates, quotations, invoices or monthly fees
• Invoice commit under accounts dept control
• Detailed costs report with suggested billing amounts
• Cost plus, work type mark-up or fixed price invoicing

Reporting

• Jobs – search on dates, handler, keywords & status – find repeat work or reprints.
• Charge – search on job, date range, employee & analysis codes – explore the costs, where they are incurred, when & by whom
• Income – search on job/client, date range & handler – see who’s making you money and who’s not (both client & handlers!)
• Work in Progress – what’s on the books, what’s mounting up
• Pipeline – what work have you got coming in, how will this affect cash flow

Accounting modules

Sales ledger

• User definable fields and categories
• Freeform notes area
• Individual terms for each client
• Full contact details for direct mail merge
• Drilldown from client to transaction to detail
• Information held on file until you archive it out
• Full range of financial reporting & statements
• Turnover and profitability analysis reports

Purchase ledger

• Hands-on invoice entry
• Hands-on Batch invoice entry
• Hands-on payment entry
• Queried/Disputed invoice flagging
• Remittance advice, cheque printing and BACS
• Drilldown from supplier to transaction to detail
• Individual terms and payment schedules

Nominal ledger

• Integrated cashbook
• Multi-period with live updates from all ledgers
• Budgeting and cash flow forecasting
• Fixed assets, prepayments, accruals and recurring items
• Bank deposits and reconciliation
• Drilldown from nominal to transaction to detail
• Wide range of financial reporting and analysis
• VAT returns and audit reports

Other modules available

• Full stock control
• Multi-user network diary
• Budgeting module with links to Excel (Windows only)
• Intranet access to basic facilities for lookup and timesheet entry