Time & Billing
The BalaBoss Time & Billing Switchboard links
to
Time & Expense Entry
Invoicing and Transfers
Receipts and Adjustments
Reports and
Administration
Time & Expense Entry
- Rapid keyboard entry with or without
mouse
- Form size auto-adjusts to your computer screen's resolution
- Auto-view detail and totals by date on T&E Entry form
- Local User Preferences including
work code favorites
- Drop-list auto-recognition
- Client and Work Code selections by Name
or Number
- Integrated Staff Expense Claim
capture and reporting
- Interim and Period-End postings to WIP
- Flag any clients as being "Inactive for T&E Entry"
- Timesheet Report in Calendar
format
- Security linked "Hours only" timesheet
- optionally hides financial data
- Remote Time & Expense Entry take
a look at the flexible simplicity
- take BalaBoss Client Navigator with
you on the road
- Send your time & expense entries to the office by e-mail or on floppy disk
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Invoicing and Transfers
- On-line invoicing Take
a look at an example of an invoice
- View WIP line-item notes prior to selection of items for invoicing
- Multiple invoice types including Progress Billing
and Non-WIP invoice
- Flexible invoice format - user defined standard
paragraph templates
- User defined invoice copies eg: Remittance copy, and
Statements
- Draft invoicing for Key Person review
prior to release - Take a
look
- Optional transfer of Time Entry Notes
directly to body of Invoice
- WIP Write Up/Write Down - allocation to staff
Take
a look
- A/R Statements - Selection related
to age of outstanding items
- Optional Interest on A/R Statements -
user defined interest criteria
- Flag clients to mark those who are subject to interest
- Take
a look at the Client Statements form
- Choice to print second copy of Statement
- for example "Remittance Copy"
- Elect to print Client Statements directly on your
Firm' s letterhead
- Take
a look at the Client Statements Format form
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Receipts and Adjustments
- Smart Receipt automatically allocates amounts
received
- Smart Deposit automatically
generates the deposit slip you take to the bank
- Multi-bank capability and reconciliation audit-trail
- Paid-up items may optionally be displayed to permit cash receipt adjustment to
previously closed items
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Labels
- Instant single client label
- skip labels missing on sheet
- print
any number of labels
- Optional inclusion of Attention
and Client No.
- Available in a variety of fonts
- Take a look at the Labels
form
- Automatic transfer of label data to a new document
- click to add today's date and complete
Name and Address
- start
writing a letter in seconds!
- links to Microsoft Word or
the word processor of your choice
- Client Labels
- Broad selection criteria including Client Flags
- Limit labels, for example, to Clients
who should receive Christmas Cards
- Contact Labels
- selection linked to Client Flags but
includes Contact Name
- Includes optional Contact default address
- Unlimited number of User Definable flags such as
"Golf Day Invitation"
- Create personalized
"Golf Day" or "Christmas
Card" labels in seconds
- Automatic transfer of Banker data to a new document
- one click to add today's date and
complete Name and Address
- optional inclusion of Bank Account data
- start writing a letter to your client's banker in
seconds!
- links to Microsoft Word or
the word processor of your choice
- Automatic transfer of Lawyer data to a new document
- one click to add today's date and
complete Name and Address
- start writing a letter to your client's lawyer in
seconds!
- links to Microsoft Word or
the word processor of your choice
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Reports
- Zoom into current client
exposure or client
group exposure
- Drill-down to detail in any area of Time/Expense
entry, WIP or A/R
- Smart Copy invoice text from history to new invoice
- Staff Productivity monitoring and reporting
- Comparisons by Key Person to overall firm
performance
- Individual or batch invoice release and printing
- Smart Close comprehensive
period end reports with a single click
- Simultaneous multi-period processing
and reporting
- Historical period-end reports including WIP and AR
reconciliation for any period
- Firm wide Logged Hours Summary Take
a look
- Client Profitability including
% Recovery and Recovery as % of Total
- Highest
to Lowest Exposure by Client
- Highest
to Lowest Exposure by Client Group
- Staff Profitability - effective billing rates
achieved after Write-Up/Down
- Staff Productivity - classified by Work Code
- Aged A/R now includes Collection Notes
- A selection of Report examples
from BalaBoss Client Navigator
is also included.
- Client Information reports
- Access WIP Archive directly from Client Exposure
- Due Date Monitoring and WIP/Project Tracking reports
- WIP Billing Worksheet available from Client Exposure
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Administration
- Simple setup and staff training
- Compact administrative maintenance and reporting
- Intuitive interface designed by those who understand
the accounting profession
- Multi-level security control Take
a look
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