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BillQuick 2008

What’s New

 B = BillQuick Basic, P = BillQuick Pro, E = BillQuick Enterprise

 

Simple Time Card B/P/E – New in BillQuick 2008, Simple Time Card is the simplest and fastest way to complete your Time Sheet: The projects and activities that you worked on last week are pre-filled in this week’s time card – saving time and reducing mistakes.

 Also new in 2008, a project can be selected by Name or ID – your choice! Just choose your preference from the Field Chooser list.

 Admin staff and managers will love the faster entry and fewer headaches resulting from fewer mistakes. Simple Time Card is Simple.

 

 

 

Vendor Bills P/E – Tracking vendor’s bills, especially if you pay them only after being paid by your client, can be a hassle. Not in BillQuick 2008!

 Whether from a PO or on-the-fly, you can create a Vendor Bill to track invoices received for services and expenses (products). BillQuick’s new feature automatically updates time and expenses entries from the bill.

 Vendor Bills includes ‘Pay When Paid’ capabilities. When you receive a payment for an invoice with a vendor bill passed through on it, BillQuick alerts you so you can review which vendors to pay and how much.
 

 

You also control the flow of vendor bills (expenses) with your accounting software. You can sync then hold vendor bills for later payment. When you get paid, BillQuick lets you know which vendor bills to pay.

 

Employee Control P/E – When you have many projects, choosing the right one anywhere in BillQuick can take a few seconds. Choosing the wrong one can waste staff and management time and result in write-offs down the line.

Now in BillQuick 2008 you can assign projects as well as activities and expenses to an employee. Once assigned, the employee only sees these projects (or items) throughout BillQuick! Of course, security permissions let you be very specific about where control should be applied and where it shouldn’t.

 BillQuick intelligence is working for you!

 

 

 

Prepaid Services P/E – Many professionals deliver services on-demand in hourly increments – for example, Help Desk services or consulting services. BillQuick 2008 greatly expands the flexibility available to you with its new Trigger feature. When you setup a project, you can now choose the trigger BillQuick should use when deciding whether to charge a bill rate from the service fee schedule (e.g., discount rate) or from the delayed service fee schedule. Trigger options include: Unused Retainer, a Recurring Amount, Unbilled Hours or Unbilled Amount. 

 

Reviewer E – New in 2008, on one screen you can view entries for employees, vendors, projects, main projects, clients and more. Reviewer shows you both time and expenses together, project- and company-wide. Also, you can filter the list by status, ranges, periods and drill-down filters.

And in 2008 you also have Filter by Selection. On Reviewer and other screens you can select an ID, name, word or phrase and filter the list by that selection!

 

 

Memos & Auto Complete B/P/E – More control has been added to BillQuick’s robust Memo feature. You can now keep a memo for ‘Internal Use Only’, copy it to the journal for a project, and carry it to a detailed invoice. Also, Auto Complete’s shorthand codes for memos can now be private or shared among all users. Another innovation is the memo is now built into the screen. On the Simple Time Card and Sheet View screen you simply press Ctrl+M to jump into and out of the Memo area without having to use your mouse. Simple, fast and easy! Finally, the control bar for spell-checking, fonts and so forth now floats above the memo, coming alive only when you need it.


Purchase Orders P/E – BillQuick 2008 adds purchase orders for companies that want to submit, process and track purchases from a vendor. Lines items from a PO can be transferred to a vendor bill. New reports include Purchase Order List, Purchase Orders by Vendor and Purchase Order Received Details. BillQuick’s new capabilities streamline the manual process of filling out and keeping track of purchase orders.

 

BillQuick 2008 also includes a Received Item feature for easy recording and tracking of items received against a PO. Once all items are received, BillQuick automatically closes the PO.

 

Manual Invoice P/E – Adding a much requested customer feature, Manual Invoices in BillQuick 2008 can now be edited. Just select a processed manual invoice from the invoice number list, then add another activity or expense item, change an amount, or whatever you need. Then process it again to replace the original.

 

But that’s not all. BillQuick 2008 lets you create an invoice by selecting items (activity and expense code) from a drop down list. Keep the description or change it. Enter an amount and tax percent. It’s all so easy!

 

 

User Interface Improvements B/P/E Starting with Tabbed MDI, 2008’s user interface improvements make interacting with BillQuick fast and intuitive. Switch between windows by clicking a tab or scrolling through the tabs. Every tab has a name, including previewed report, making it easy to manage windows.

 

Got dual monitors? BillQuick 2008’s got you covered! Its new Non-MDI preference makes every window independent. You can place Timer, Sheet View, Expense Log, Project, Preview Reports and more on a second monitor or off to the side of a wide-screen monitor. Just drag it to where you want it.

 

 

 

Reports and Report Security P/E – BillQuick 2008 includes 30 new reports including ones for Realization, Profitability, Vendor Bills, Purchase Orders, and much more. To make them easier to find, all reports now have more descriptive and consistent names. You know at a glance what is in the report and how it is organized. Also, report categories are expanded, more tightly identifying a report’s purpose and type of information.

Another innovation is the ability to drill down from reports and invoices. Now in BillQuick 2008 you can drill from many reports and invoices to the detail data inside BillQuick. For example, you can drill down from a previewed detailed invoice to the line item in Sheet View or Expense Log. And BillQuick highlights the item you clicked!

 

Wait! There’s More! Now you can set security by report for each user. This makes it easier for them to get information they need and easier for you to manage the information they see.

 

 

That’s Just The Start!

 

More Than 200 New & Improved Features!

*       Void Invoices and Payment – Added option that allows you to simply delete invoices and payments (tracked only in the Audit Log), or to void invoices and payments and retain them in the database for a fuller audit trail.

*       Write-Up/Down – Added to percent and amount adjustment options, you can now change the net bill value of an individual time entry to generate a write-up or write-down.

*       Invoice Message – Create a standard message to print on invoices for all clients, for all projects of a client, or for a project invoice.

*       Email Invoices – New option lets you email final or draft invoices to project managers or client managers. You don’t need to select the people individually because BillQuick knows who they are.

*       Collapsible Panels – Hides less-used fields, filters and options until you need them. Click  to expand a panel and  to collapse it again.

*       Themes – With a click you can change the color scheme throughout BillQuick. Your preference is what you see on your PC.

 

*       Project Management – Link estimates to projects.

*       Assign Items to Projects – View or assign budgets, estimates, service fee schedules and expense fee schedules to one or more project from the Assign Form screen. Easily make changes for a few or many assignments at one time.

*       Budget and Estimates – Use activity rates when defining a budget or estimate.

*       QuickBooks Integration - Get estimates to BillQuick from QuickBooks.

*       Chart of Accounts – Define your own chart of accounts (and subaccounts) in BillQuick or transfer it when you integrate with QuickBooks, or Peachtree Accounting. Assign accounts to individual activity codes and expense codes.

*       Expanded Fields in Invoice Review – Turn on/off more information fields in the grids, including Discounts, Retainers, Services Billed, Expenses Billed and Late Fees.

*       Project Segments BillQuick 2008 supports up to four levels of detail giving you the ability to organize your projects into Phases, Segments and Tasks (Sub-Segments).

*       Time and Expense Descriptions – Now 100 characters long.

 

 


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