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Time and expense entry systems are one of the few systems that nearly everyone in your company will use on an ongoing basis. They also collect the base data that allow you to bill your clients for the work that you do—data that can be next to useless if entered with questionable accuracy or timeliness.
Projector’s time, expense, and billing management module includes:
- An intuitive web-based time and expense entry interface that improves accuracy and timeliness of reported data
- Fast generation of invoices as PDF documents
that include the levels of summary and detail required
by your customers
- On-line review and approval tools that maintain audit trails, provide real-time monitoring, and streamline business processes
- Customizable workflows that provide the flexibility and control appropriate to your business
- E-mail and application-based alerts that encourage rapid response and reduce submission, review, and approval cycle times
- Integration with rate and resource management functionality
that provides a powerful picture of performance from
both a utilization and a financial standpoint
- Flexible rate management structure that allows convenient management of hourly and daily billing rates by cost center, client, or project as well as overrides at an individual role level
- Integration with Projector’s scheduling module that enables a unified view of actual and projected data plus the ability to compare actuals versus estimates
- Automated integration with Great Plains, QuickBooks
and many other accounting systems to transmit AR transactions for invoices, AP transactions for expense reports and vendor invoices, and GL transactions for revenue and expense routing
Projector’s web-based time and expense entry interface allows your employees to:
- Report time spent on billable and non-billable projects, as well as time off
- Utilize a real-time task timer to facilitate entry
of logged hours
- Enter expenses incurred in multiple currencies and
track and manage VAT
- Receive e-mail and on-line notifications of missing time and rejected time or expenses
- Identify employees who can enter time and expenses on behalf of others
Enter time and expenses quickly and easily using Projector's intuitive, web-based interface. |
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The time and expense approval interface is based on
Microsoft’s Smart Client technology that provides excellent speed and rich functionality. It allows managers to:
- Design multiple approval workflows, including automated approvals for particular projects and resources
- Customize rules to identify time and expense approvers based on project, resource, or cost center
- View time in resource- or project-centric views at multiple levels of drilldown
- Manage missing time by defining flexible missing time rules and alerts
- Maintain an audit trail of submission, approval, and rejection activities
- View customizable alert flags when employee-entered foreign exchange or mileage reimbursement rates differ from expected rates
Review and approve time and expenses using Projector's powerful Smart Client interface. |
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Projector's billing review and invoicing
module allows you to quickly make complex adjustments to
time and cost cards and generate client-ready invoices. With
it, you can:
- Design customized workflows that strike the balance
between simplicity and control appropriate for your
business
- Bill using fixed price, not to exceed, or time and
materials contract terms using hourly or daily billing
rates
- Project and manage billing milestones
- Generate draft versions of an entire month of
invoices in a single step
- Review invoices at a summary level or drill down
into individual time and cost cards as needed
- Quickly perform complex financial and non-financial
adjustments on groups of time or cost cards at once, and
always understand the impact of the adjustments on the
client and the P&L
- Render approved invoices using any of fourteen included
invoice templates to create client-ready PDF documents
that can be saved or printed
Review and adjust time and
cost cards on invoices using Projector's billing
review module. |
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Render client-ready invoices
showing hourly or daily billings in PDF format. |
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Projector PSA, Inc. All Rights Reserved.