“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
BillQuick 2009 focuses on features that help you offset the economic slowdown with higher productivity resulting from optimized work processes and reducing, if not eliminating, your overheads. One benefit is more billable hours and more time to find and nurture project opportunities. But this is not the only benefit. When the market turns upward again (as indicators are showing), your firm will be ahead of competitors who balled themselves up in a cocoon hoping to survive.
Let jump right in. Here’s the first way you can improve productivity and offset the economic slowdown.
Effective and efficient management of projects, as well as client relationships, demand at-your-fingertips information. Increasingly, firms are going Green! (paperless or at least, less paper). They scan letters, contracts, correspondence, vendor invoices, purchase orders, expense receipts and reports. In addition, they generate letters, reports, correspondence and so on using Word, Excel, AutoCAD, Visio, tax software, accounting software and many other applications. Even a small project may have 5, 10 or 25 important documents associated with it. And it wastes time when you have to look for them.
Previous versions of BillQuick provided tools for capturing qualitative information about projects (Memo and Project Journal) and organizing digital files (Document Management). Now in BillQuick 2009, you can attach scanned documents and graphics to BillQuick records. Letters, contracts, receipts, consultant invoices, other vendor bills . . . anything that’s digital can be linked.
Link Files make it easier and faster for project managers, owners, principals and others to access needed supporting information.
No more keeping a client waiting or having to call them back.
No more fumbling through papers, files or folder trying to find the one document you are looking for!
With Link Files, you have virtually everything you need in one place.
This new feature allows you to link files to different BillQuick records, including:
- Vendor Bill
- Purchase Order
- Time Entry
Say, for example, that you want to attach the contract document to a project record for reference. With a quick click of the , the Link Files screen opens. You navigate to the file you want to attach and then save it. You can even drag-and-drop a file into the screen. As simple as that!
The attached file is not stored in the database, only its location. Note the special feature (check box) in the screen shot. When you link a file, you can move it to a single folder (it is a User Preference). Of course, you can keep files in specific folders or define a policy that directs where files should be copied before linking.
Tip: If you use a shared folder or a project-specific folder organization, we recommend that you create a folder structure that anyone in your firm can recognize instantly. Using BillQuick’s Document Management feature you to define a consistent folder structure that includes Client ID, Client Name, Project ID, Project Name and Project Manager ID as part of a folder name.
How would you use Link Files? Is it more valuable for projects, expenses or some other records?
More Information #1: New Link Files Demo (2:41)
More Information #2: Link Files is also part of Web Suite.