Time+Billing Course
Course Outline - Classroom Training
On completion of Time+Billing, you should be able to do the following:
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Configuring Time+Billing
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- Completing the clients options and adding a billable column
- Client display options
- Completing the data entry options
- Completing the general options
- Completing the invoice/receipt number options
- Setting MasterCard and Visa card fees
- Establishing activity codes
- Fixed rate charging
- Establishing cost codes
- Establishing staff details
- Attach charge levels to activity codes
- Establish standard paragraphs
- Establish an Administration Client
- Create client jobs
- Creating a billing entity
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Processing Timesheets and Disbursments
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- Enter time slips
- Processing timesheets
- Processing disbursements
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Maintain the WIP Ledger
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- Process opening WIP Balances
- View a client's WIP ledger
- Transfer WIP between clients
- View and edit WIP adjustments
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Processing invoices
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- Create a temporary invoice
- Viewing and finalising a temporary invoice
- Invoicing the billing client
- Create an interim invoice
- Interim Invoice reports
- Create a No WIP invoice
- Create a fixed charge invoice
- Print invoices
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Customise Letterheads and Invoices
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- Configure the letterhead
- Print on pre-printed letterhead stationery
- Creating your own invoice layouts using the wizard
- Nominate default notice layouts
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Processing receipts
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- Process a receipt
- Process a partial payment
- Process over payment
- Process advance payments
- Operate the bank deposit slip feature
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| Maintaining the Debtors Ledger |
- Process bad debts
- Process discounts
- Prepare and print statements
- Interact with HandiLedger
- Debtors Ledger
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Organisational structure and budgets
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- Your organisational structure
- Setting up your organisational structure levels
- Importing teams from groups
- Setting up your organisation structure
- Staff budgets
- Team budgets
- Manager budgets
- Partner budgets
- Office budgets
- Job budgets
- Client budgets
- Budget reports
- Productivity reports
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| Generating reports |
- The Reports menu
- Clients reports
- Debtors Management reports
- Staff reports
- WIP Ledger reports
- WIP management reports
- WIP transaction reports
- Client view reports
- Filter the information included in a report
- Write your own report filters
- Organise your regular reports
- Saving reports in different formats
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| Keyboard macros |
- Recording a macro
- Running a macro
- Editing a macro
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Pricing: $600 per attendee (Lunch Included)
Duration: 6 hours
How to Book:
Go to the Classroom Training Schedule to for available dates and venues for this course.