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- Four-level system allows unlimited projects,
phases, and categories, with an expense type for each category
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Provides automatic generation of budgets and accounting information for each project and
for all projects combined
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Provides detailed audit trails for each posted individual cost
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Maintains original estimates as well as current budgets and actual costs
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Updates job costs from Accounts Payable and Payroll if linked
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Generates bills, enters cash receipts, and ages receivables if linked to Time Billing
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Transaction journal shows all project transactions
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Reports client charges in full detail showing each project line item, in summary by
expense type, or summarized by phase
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Sample company data includes a construction company, law firm, and non-profit organization
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Estimates can be printed in detail or in summary by phase or expense type to use in
bidding jobs
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When linked to Accounts Payable, provides 1099 capabilities and payments for individual
contractors that can be recorded and charged directly to jobs
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Allows use of templates for defining new projects
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Budgets, phases, and categories can be copied from other projects or companies
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Reports can be summarized by cost type (equipment, labor, materials, etc.)
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All reports can be displayed in scrolling windows, saved to a file, or sent to a printer
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Allows you to add new projects or new activities for in existing project at any time
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Job records show unit of measure, budgeting quantity, actual quantity, budgeted cost per
unit, and actual cost per unit
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Automatically updates budget and actual cost totals when changes are made
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Provides automatic mark-up of costs of unit pricing
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Payment retention options allow customers to withhold a payment percentage until a
specified date of contract condition is met
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Look-up tables ensure accurate data entry
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Estimates can be bypassed, so budgets and/or actual costs and charges can be used
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New phases and categories can be entered as each project is entered
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Provides a zip code index for printing mailing labels
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Computes and applies tax to categories based on line item or Value Added Tax (VAT) with as
many as 26 user-defined codes
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Select Client records according to full or partial client ID, telephone number, or from
pick lists
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Integrates with Payroll, Time and Billing and Accounts Payable
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