The system’s accounting module includes accounts receivable management, with additional WIP reporting, plus dashboards and tools for managing collections, payments and account activity. The program also can track related travel time.Īs noted previously, budgets and credit limits can be set at the client or project level, and reporting options allow comparisons of budget to actual, WIP summaries and other options. These can then be included with invoicing. It does offer tracking of basic HR employment data.īill4Time includes expense tracking features that allow applying expenses against specific client projects, adding percentage-based markups, and the ability to attach digital documents such as receipts to the transaction. The system can be used to track non-billable tasks, such as training and firm development tasks, as well as vacation, sick leave or other PTO, but it does not offer true accruals management capabilities. A separate contact management feature allows having multiple contacts at clients, prospects and vendors.īill4Time staff roles offers access right management that can be used as an approvals process, with the lead on a client account having the ability to approve time entries from other staff, as well as performing any necessary markups or markdowns or other adjustments. In addition to basic client information, the system allows setting of default billing rates at the client, project or staff levels, as well as additional options for client-specific invoice customization, credit limit management and other functions. Digitized documents such as contracts can be attached to project files. Project-level billing features are available when invoicing a client for whom there are multiple engagements, with each project detailed separately but on the same invoice. Project management functions enable the creation of budgets at either the client level, per project, or both, with real-time tracking showing progress against those budgets and optional alerts that can notify users of expired budgets or client credit limits. Professionals in areas that have sales taxes on labor can assign and track those taxes automatically. Users can also quickly convert appointments from the calendar into time entries. Users can record billable and non-billable time, and includes tracking options for firm consultants and contractors. The program is available in three tiers, with increasing support for the number of clients, projects and users, with the pro version supporting any number of each, and thus enabling firms to scale up as needed.īill4Time offers multiple methods of time data entry, including running timers, entering time on summary or detailed sheets, using a desktop widget or via the mobile apps. Work screens are well-designed, with selection lists for choosing projects, staff, work codes and other settings, and the client selection screen offers a sortable, searchable summary of basic client data, their account balances and the staff member in charge of that client. The top of the screen offers tabbed links to other program areas, including clients, projects, time/expenses, scheduling, invoicing, reporting and accounting functions. When up and running, the system opens to the main dashboard, which shows an overview of the most recent time entries and projects that the user has worked on, as well as a graphical display of weekly billable hours, a schedule reminder and buttons for adding new time or expense entries. Bill4Time offers a version specific to accounting practices, providing WIP and account aging reporting, as well as trust accounting options.īill4Time is accessed via a web browser, mobile device or downloadable desktop application, with initial setup functions guiding users through creation of clients, staffs, user roles, billing rates, and project and task definitions. Project management functions enable budgeting and tracking of due dates, with project-level billing that supports multiple simultaneous engagements. No accruals management, but PTO and misc time can be trackedīill4Time offers a totally web-based system for time and expense tracking and invoicing, and also offers built-in accounts receivables management, broad reporting and a variety of apps and widgets that simplify data entry tasks.
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