Use templates or create free-form line items to account for your services, outside work and procurements. Time-tracking capabilities allow employees to record time and materials in real time or at the end of the day. Capture customer alterations by tracking them in real time to record the costs associated with customer changes.
Our procurement feature gives you the ability to seamlessly generate a dynamic request for quote, present it to multiple vendors, collaborate, and receive bids back through a vendor-accessible web portal. Vendors can be awarded bids and notified, purchase order(s) created, production files transferred to the vendor and costs (with markup) charged back to the project or job.
Versatile WIP reporting allows you to create detailed reports and gain visibility to jobs that have not yet been invoiced, along with their associated costs. Our job cost analysis feature generates a report that provides an evaluation of costs with results categorized in detailed views, outside purchase views, or summarized views. The employee productivity analysis feature generates summary reports for insight into labor, materials, and miscellaneous tasks charged by individuals or groups over any specified range of dates.
Automated job invoicing with flexible billing models makes the process of getting paid easy. Invoices can be processed in batches and automatically generated for editing. Partial invoicing is available for any part of a job, allowing you to keep track of what portion has been paid and what’s outstanding. Accounting integration with third-party accounting systems lets you easily transfer your accounts receivable information to most accounting systems.