- Provides accounting for up to 99 companies with an unlimited
number of clients and employees
- Allows both billable and non-billable entries and extensive
comments
- Tracks data entered from employee timesheets and individual
postings to client records
- Provides automatic computation and billing of finance charges for
selected clients
- Tracks work in progress
- Prints statements for all or selected clients
- All reports can be displayed in scrolling windows, saved to a
file, or sent to a printer
- Maintains and generates recurring billings with user-defined
periods and frequencies
- Computes and applies tax to billings. Supports line item or Value
Added Tax (VAT) with as many as 26 user-defined codes
- Analyzes transactions by client, account, service, responsible
employee, and assigned employee
- Generates and prints pre-billing worksheets
- Tracks responsible and assigned employees
- Allows comparison of cost versus income
- Generates and prints invoices for all billed transactions,
including comments
- Supports entering, applying, and tracking Retainers
- Displays or prints up to 24 months of Client and Service Billing
History
- Designates customer accounts as either Open Item or Balance
Forward
- Accepts non-receivable cash receipts (i.e., interest payment by
bank) and posts them to General Ledger
- Maintains a zip code index for printing mailing labels
- Provides warning when a client exceeds available credit limits and
Retainer balances
- Provides for unlimited notes on client records
- Select client records according to full or partial client ID,
telephone number, or from pick lists
- Provides for user-defined receivables aging
- Provides user-changeable screen labels for Employee, Client,
Service, and Case
- Can be used separately or linked with General Ledger, Job Cost and
Accounts Receivable
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