Get information about sales, debit ratios, average daily fees, profit margins, etc.
Use the management console to create project programmes with sub-projects. Effective native Windows user interface simplifies work. Specify advanced properties such as service types, payment sharing, contract value, account codes, etc.
Run the invoice wizard to create invoices. Print invoices, invoice specifications, envelopes, sales reports, etc. You can print invoice originals, copies and reminders. The drag-and-drop interface makes it easy to make changes to invoice content and to change their status.
Review and analyze sales to keep your organization focused on delivering value for your customers. Analyze trends for customers, project types, projects, products, etc to quickly see and adapt to market trends.
Analyze how resources have been used, for example to compare worked and billed time, and to view work trends for project types, customers, departments, activities, etc.
 Sub-projects | Create programmes with sub-projects | |
| Time periods | Open and close time periods for time- and expense reporting | |
| Currencies | Set up an unlimited number of currencies | |
| Exchange rates | Set cross-rates between currencies to enable expense management and invoicing support for several countries | |
| Sales reports | Sales by month, invoice status, due date, customer, etc | |
| Sales analysis | Analyze sales by customer, project, product, department, service type, country, etc | |
| Orders | Manage quotations and orders with combinations of fixed prices and hourly fees | |
| Invoicing | Run invoice wizard to generate invoices | |
| Time and expenses | Review and edit time and expenses centrally for all users | |
| Products | Set up products with customer- and project specific prices in several currencies | |
| Organization | Set up departments and office locations in several countries | |
| Service types | Specify service types to classify projects | |
| Payment sharing | Split project invoices to several customers | |
| Contract value | Specify expected project contract value | |
| Account codes | Set account codes on customers, projects, products, etc to integrate with accounting | |
| Effective interface | Native Windows client makes data management effective | |
| Customer info | VAT, payment terms, default currency, invoice language, contact person, contact information, etc | |
| User information | Employee number, work department, internal cost, contact information, organization role, etc | |
| Activities | Set default activities for time reporting, specify activity types for time review, link to product for invoicing | |
| Expense types | Specify expense types as default billable and default reimbursable | |
| Mileage | Set up expense types for mileage with fixed rates per km or mile | |
| Department reports | Run time and expense reports by project or department | |
| Organization roles | Set up organization roles | |
| Invoice flexibility | Automatic invoicing, drag-and-drop changes, automatic conversion between currencies, automatic invoice numbers and payment references, etc | |
| Countries | Specify countries where you do business | |
| Office locations | Define office locations in countries | |
| Departments | Define departments for office locations | |
| Payment terms | Specify payment terms for invoicing | |
| VAT settings | Specify VAT settings for customers, projects and products | |
| Customer groups | Create customer groups | |
| Languages | Print orders and invoices in several languages | |
| Fixed-prices | Enable time- and expense reporting on order items sold at hourly fees, and invoice fixed prices automatically | |
| Custom reports | Create custom reports easily using MS Access | |
| User groups | Manage user groups to control permissions | |
| Windows integration | Automate system login for users with Windows account integration | |
| Roll-out | Enable system modules in the interface as you roll them out in the organization | |
| Company information | Specify organization information, accounts, etc for invoicing | |
| Invoice e-mails | Send invoice drafts by mail for approval | |
| Invoice process | Print time- and expense approval, client time acceptance reports, invoices, invoice specifications, detailed invoice specifications, envelopes and sales reports | |
| Accounting integration | Export invoice data for accounting integration | |
| Product lists | Print product lists with product item currencies, prices, descriptions, etc | |
| Multinational support | Support for several countries and currencies |