BillQuick Software  
 

April 2009

 
 
 

Optimize Processes and
Eliminate Overheads

To survive the current economic slowdown, businesses must optimize processes and eliminate all overheads related to repetitive tasks. BillQuick 2009 is packed with features to achieve process optimization and therefore offset the slowdown with improved productivity. 
                   
--- Shafat Qazi, CEO, BQE Software

New and improved features in BillQuick 2009 focus on improved productivity in your firm. More billable hours and more time to find and nurture project opportunities is not the only benefit. When the market turn upward again, your firm will get more done faster than the competition who balled themselves up into a cocoon hoping to survive.

Here are a few of the top productivity enhancers.

File Linking

You can now attach scanned documents, graphics, and other electronic files to many records. Letters, contracts, receipts, consultant invoices, other vendor bills . . . anything that's digital can be linked to a project, expense or other records.

Linked files makes it easier and faster for project managers, owners/principals and others to access the supporting information they need. No more keeping the client waiting or having to call them back.

In short, with file linking and BillQuick's Project Journal features, you have virtually everything you need in one place.

There's much more to this feature. See this month's User Tip article.

Mobile Phone Interface

Now part of Web Suite and updated with an improved user interface, Web Suite automatically detects you when you access your company data from a smart phone. It immediately adapts to the smaller form factor, adjusting navigation and data forms to both the smaller screen and to the type of device you have.

Mobile has been extensively tested on the iPhone (left), Blackberry and Treo devices. It is estimated that Mobile will work on 75% of the smart phone devices in use today.

Mobile works anywhere you have a communication signal. You can capture time while you're at a client's office or in your car. (Yes, Mobile includes a Timer for automatic tracking of time.) Expenses can be handled anywhere -- an airport or while you wait in your truck.

When you click Save, the items are added to your company database. No upload or import. Project managers, principals, staff and admin can immediately produce up-to-date reports and generate bills. 

Built-in Report Customization Tools


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BillQuick 2009 now includes more built-in control over reports.

First, you can customize the font, size and color for text on reports. You can also change the sort order of data in a report. In short, you can adapt the report to you or the primary user of the information, making it more efficient to scan and review. You can save these settings to use when printing the same report in the future. 

You can also easily put a report in anyone's hands. In addition to printing or exporting a report, the new Report Viewer allows you to email a report in PDF, Word and Excel format. (You can also do this with an invoice or statement.)

Finally, advanced users can fine-tune more detailed control items to match what a manager needs or prefers. You can suppress data, size and position items, control the size, alignment and tool tip format, and set borders, add drop shadows and tighten horizontal information.

Agent Workflow Automation


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Already one of the highest time-leveraging workflow tools in BillQuick, the Agent module was tweaked to increase productivity of administrative staff and management more. The screen above shows that project managers (for example) can now be notified at the same time that employees are reminded that they are late entering in their hours. You can also choose the time of day to check time cards and run scheduled reports.


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And for the reports you schedule, admin and managers do not need to turn off receiving a temporary report. You can now specify both a start date and an end date for any scheduled report. Even small tweaks like this result in a little more billable time or increased productivity.

Automatic Email Notifications When Time or Expense Submitted


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Many firms today need to turn time and expenses into invoices ASAP. Or managers who review time and expenses are out of the office a lot.

This is where the new automatic email notification feature speeds up the process. Each reviewer can choose to turn on the automatic email notification. Then when employees and vendors submit time and expenses, they receive an email at home, in the office, on their smart phone, or their laptop. Admin no longer need to email managers when time and expenses are submitted.

In short, you speed up processes, workflow and cash flow.

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