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Like all software in the Crosstech
ProFit Series, T/B is designed to work in your business environment:
Easy to learn and run
Exceptionally comprehensive
Can flex and grow with your business
Handles entry errors before they become problems
STANDARD CROSSTECH ProFit SERIES BENEFITS:
OPEN ITEM SYSTEM:
Always Know Which Invoices Are Outstanding. Included in T/B is
a full, open item Accounts Receivable. This is more comprehensive than
a balance forward system: invoices will remain open - even past the month's
end - until they are paid.
SCREEN INQUIRY:
Quick, Easy On-Screen Reference. Unique screen inquiries allow viewing
of full details for client (by name, code), employee (by name, code),
services (by code, all), or receivables (by client code).
USER DEFINED REPORTS:
Reports Run The Way You Need Them Run any report by a host of parameters,
just by choosing different options from the menu. For example, run a work-in-progress
report by client, then rerun it by partner.
SPEED ENTRY:
Enter Old Invoices Into The System Accurately. When the system is first
installed, you can quickly enter all old invoices with all original invoice
dates for accurate aging information.
TRANSACTION CHECKS:
Virtually Mistake-Proof Entry. The system validates dates and account
numbers as they are entered. Special command keys make adding, changing,
and deleting transactions fast and easy.
EDIT REGISTER:
A Chance to Correct Errors and Make Changes. You can edit, change or delete
any entry data before final posting or printing of a document.
PRINTS ROLODEX CARDS AND LABELS:
Clerical Time-Saver. Print out your client list onto standard rolodex
cards, file labels and mailing labels.
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SPECIFIC
T/B FEATURES INCLUDE:
CUSTOMIZED BILLING DESCRIPTIONS:
Up to Ten Lines of Text Each. The Description Listing feature makes it
easy to customize invoices for each client. Just designate the assigned
codes, and the corresponding descriptions are automatically printed out
on your client invoice. Also supports free form billing.
SERVICE LISTING:
Detail Your Firm's Work Activities. Services can be divided into major
categories, which you define, with codes for details. Between alpha and/or
numeric combinations, number is virtually unlimited. Can identify chargeable/non-chargeable
time and retain override billing rates.
EMPLOYEE BILLING RATES:
Assign Up to Four Rates Per Employee. Multiple billing rates let you match
rates to work performed or to an employee's experience. Can select billing
rate based upon activity and employee.
WORK-IN-PROGRESS REPORTS:
Complete Details on Current Work. This comprehensive report details who
did what, for which client, and
for how much. It shows work-in-progress billing, aged receivables, chargeable/non-chargeable
hours, expenses, fees, retainers, hourly and more.
AGED RECEIVABLES:
Know Who's Paying Late, and How Late. Analyze your firm's collections.
Generate aging reports for any period
from 1 to 99 days, by a variety of parameters.
BILLED VS. BILLABLE REPORT:
Determine Client Profitability. Shows history of what was actually billed,
and what could have been billed for a period. Helps you see which clients
should be reviewed for
fee increases.
ANALYSIS REPORTS:
Client, Service or Employee. See the full billing picture for one or all
of your clients in one report. Review the financial results of your firm's
past activities. Follow up
on employee performance and productivity. These reports give full detail
for thorough analysis.
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| COMPATIBILITY
T/B is compatible with all existing and future Crosstech ProFit software.
Current modules include:
Accounts Receivable
Accounts Payable
Purchase Order
Financial Accounting Package (G/L)
Payroll/1099's
SalesTrak (Order Entry/Billing/Sales Analysis)
Contract Billing
Bill of Materials Inventory Control
Inventory Control
Job Estimating and Tracking System
MASTER FILE DESCRIPTIONS
The T/B Master File stores the Time and Billing client account
information. When transactions are entered, they are posted automatically
to client’s account in the Master File.
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MAJOR FIELD LENGTHS
Client Code (alpha numeric) 6
Client Name 30<
Client Address 97
Partner Number (alpha numeric) 3
Category (alpha numeric) 3
Statement (Y/N) 1
Billing Cycle (MIQ/S/Y) 1
Fiscal Cycle 2
On Account Balance 9,999,999.99
Total YTD Adjustments 9,999,999.99
Current Period Adjustments 9,999,999.99
Current Period Receipts 9,999,999.99
Total Hours 99,999.99
Total Amount 9,999,999.99
Total Expenses 9,999,999.99
Total Billed 9,999,999.99
Total Non-Billable Work-in-Progress 9,999,999.99
Service Code (alpha numeric) 5
Billing Description 40
Date (Year 2000 Compliant) (MM/DD/YYYY)
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