Time and Billing
This product is currently in scrum development, as we add functionality, features while it is on live test in Cape Town.
Stand-alone
Time and Billing doesn't require or rely on an accounting system, but of course it can be linked to an accounting system, and of course the first one will be Pastel Partner Accounting. Hey, that is what we do and we are not ashamed of it.
The application allows for customers, inventory and GL (Nominal) codes to be captured independently of the accounting system, but they can be retrieved directly from the accounting system links we have (Pastel Partner Accounting at the moment).
Functionality
- Define unlimited activity codes, these can be defined as Billable, No Charge and Do Not Bill
- Define admin codes, these can be used to record non chargeable to a client
- Define your employees, their timesheet numbers and work week
- Define expense codes, that can be billed to clients
- Define your public holidays, so that work can be flagged as out of hours
- Create rate groups, that clients can be linked to for multiple rate categories
- Create Tax/Vat codes and term codes, to generate quick payments
- Work week definitions, define daily hours and allowable deductions, so after hours can be calculated
- Email invoices to clients, and define your message to accompany the email
- Create and amend customers, create customer rates linked to employee or no employee for standard rates for all employees. Default quantity for charging
- Define activity rates, by rate groups, indicating charging units and minimum charge units
- Define general expense rates, customer expense rates can be defined at customer level
- Define employee activity rates, allowing for different employees to have different default rates
- Define basic project details and stages, that time can be assigned to, keeping track of budgets and actuals
- Capture time entry for your employee id, or for another employee
As this application is being tested, updated the functionality may change and increase.
