Cloud-based Office and Project Management Software as a Service (Saas) for Architects
Designed to improve your cash flow, EngineerOffice 2016 includes powerful new billing features to help you efficiently create, review and send multiple invoices at once. With enhanced security and performance improvements, the latest version is beautifully engineered to work for you.
In EngineerOffice 2016, you can save time by emailing draft invoices directly to project leaders or principals for immediate review. This can be done from the History and Outstanding tabs of the Project module.
If you are security conscious, this feature is for you. EngineerOffice 2016 allows you to set your own password policy, such as enforcing a strong password and resetting a password after a set number of days.
You now have the ability to preview detailed draft invoices. This helps managers to review detailed work that was done during the period, thus useful for determining the amount to bill for their fixed-fee phases.
You can now set project-specific invoice number sequences rather than global invoice numbers. This feature enhances the batch invoicing process for these projects.
This is a simple, yet powerful, feature for project managers and billers. Using this feature, project managers can provide special instructions to the billers or accountants as to what they want done with the invoice or how to go about the billing. The projects that contain an instruction note will have an icon to visually indicate that a note is attached to it.
This feature is more of an improved user experience. You can now view and manage all your memorized reports on a separate list in the report grid. Until now, these reports displayed in the grid list only when the related report was selected.
We now have additional useful filters, such as Department, Project Leader and Client Company, across the application. These new filters are primarily available on the Outstanding, Drafts and History tab of the Billing screen. Also, you will see improved date filters across the application.
One of the most powerful features this year is the new capability to drag and drop your team members in to the Project Team list. You can also sort your phases and job codes in ascending and descending order.
No need to write the email body again and again. You can put your default email message for invoices in the Preferences screen. When the email is created, that message will appear in the body of the email in a section below the line break.
Displays invoice details including basic and additional services, reimbursable expenses, adjustments, tax, interest and totals on a monthly basis. You can sort the report by project, principal, client, etc.
With this new feature, a firm can simply change the billing option for a project to only include Basic Services and the slips related to additional services will not be included. Or, if they want to send out a separate invoice specifically for Additional Services, they can change the option to only bill for Additional Services.
EngineerOffice 2016 now allows you to print multiple invoices at a time. You can do this from the Billing module from either the Outstanding, History or Drafts tab. Simply select the invoices from the list and print.
We made four helpful additions to the RFI (Request for Information) details. You can now number each RFI, making it easy for you to identify. There's also a new Notes field allowing you to write detailed notes related to the matter but not worry that this will be included in the RFI report. Next, we added a new Status field so you can easily identify which RFIs are Open or Closed. Finally, we added a handy Days Due field to easily identify how many days are left before you have an RFI scheduled to be returned or be notified that an RFI is past due.