1 / 83

Exact Time & Billing Solution

Exact Time & Billing Solution. Take control over every spent minute and bill what is exactly needed... . Time & Billing. Time & Billing solution allows you to: p lan time and costs r eport timesheets and expenses invoice and always be in control through appropriate reporting.

jalia
Download Presentation

Exact Time & Billing Solution

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. ExactTime & BillingSolution Take control over every spent minute and bill what is exactly needed...

  2. Time& Billing

  3. Time & Billing solution allowsyou to: plan time and costs report timesheets and expenses invoice and alwaysbe in controlthroughappropriate reporting.

  4. YourProject

  5. Project managers need: to allocate employees to do certain activities and keep track of them to quickly find people who have matching skills and plan theirtime good overviews of who has been planned

  6. 1. PlanYourProject BAD PLANNING

  7. 1. Easy Planningof YourProject • Set upyourproject / team • Define budget /rates • Search for employees according to capacity, knowledge,functions, etc. • Planyour timeusing single or multiple tasks YOUR PROJECT MANAGED FROM ONE SCREEN! RIGHT PLANNING

  8. Setup project Assignthe team Createproject

  9. Managedifferenttypesofratesfrom a single screen – customer, project, personalrates Setup rates

  10. Allocate project budget, monitor budget spending and the remainder Create budget

  11. Planprojecttasks- repeating, multiple orone-by-one Schedule project activities

  12. Regular project activities –time& date, patterns Schedule repeating project activities

  13. Use project members capacity overview (interactive:can show allprojects) Scheduled project activities See capacity and planning on one screen

  14. Use multiple filtering criteria and search templates to display planning for any resource Search skills Search, display and control available capacity from a single screen

  15. Select dates to create multiple project tasks in one step Do your detailed planning

  16. Project task and related information Enter details of the task

  17. Get a full picture from your project card Check your planning directly from project card

  18. Do Your Timesheets

  19. Employees need to: record hours that they have worked during the assignment Clearly see what hours must be realized record travel expenses since they are usually re-billed to the customer

  20. 2. Report Timesheets and Expenses THE OLD WAY

  21. 2. TransparentTime and Expense Reporting • Have aclear view of planning (own, project, team members, etc.) • Report time and expenses simply • Get detailedinformation on the output of the task • Generate correct inputsforbilling „TIME IS MONEY“ – cut the time it takes to collect, process, and track timesheets THE MODERN WAY

  22. Use variousoptions to viewyourplanningand report yourtimesheet … from your workflowqueue

  23. …fromyour planning

  24. … fromyour resource card

  25. 2. IntegratedTimesheetFeatures • Keeptrack oftimespenton projects • Handle yourtimesheetsfromremotelocations • Comparehoursplannedandrealized • Predictcapacityproblems and preventscheduling conflicts • Report otheractivitiesthat impactcapacity (absences, training, etc.) • Report expenses • Optimizeyourstaffutilization • Flexibly diversifyyourworkforce • Use a single screen

  26. Thisisyourtimesheet

  27. Simpletimesheetentry Youractualentry can differ from your original planning See totals comparing to your work schedule

  28. Intuitive interface Enter notes and link documents Search-as-you-type speedsupentry

  29. Allyourtimeand expense reporting on onescreen Report absences and other capacity-related planning View your daily / weekly totals

  30. Need more information? Drilldown to anyentry to see workflow detail

  31. With a self-service user interface, doing timesheets is quick and simple, and with everybody involved, your firm transforms into a truly digital organization at a low cost.

  32. Need to do yourtimesheetsreally fast? Copy hoursfromyourplanning Search-as-you-type functionspeedsuptimesheetentry

  33. Need to link a document? Link anydocumentdirectlyfromyourtimesheet

  34. Need to report non-scheduledtime? Addanynumberofnewlinesand do yourtimesheet

  35. Vacation workflow detail Need to see more information?

  36. Delivery workflow detail Need to see more information? Quantities, amounts, time, and other details

  37. Need to report otheractivities? Report anyotherallowedtimerelatedactivities such as trainings, absences, non-billablehours

  38. Expenses? Report the expenses you claim for reimbursement and an automatic approval process will follow

  39. Expenseclaim workflow detail Need to add more detail to your expense claim?

  40. BenefitsofElectronicWorkflow / TimesheetsThroughSelf-Service • Everybody is in the loop • Cost efficient way to digitalize your organization • Get processes under control • Monitor your current or future cost and revenue • Flexible workflow definitions • Anytime / anywhere access through web • Native links to / from other business entities • Baseline for operational and financial controls

  41. My projectsoverview What detail do youneed? Perspectiveof a projectmanager

  42. Access functionstypicalforyour role Differentperspective, role?

  43. Approveorrejectselectedtimesheets Checktimesheets, selectforapproval / rejection Approvingtimesheetsiseasy!

  44. Selectioncriteria Hoursworked vs. scheduled Howis my team doing? Overviewof team hours

  45. Total budget vs. budget spent vs. remaining Howis my budget doing? Monitor budget andactuals

  46. Bulk approval from workflow queue Tick multiple entries

  47. Howis my revenuelooking? Monitor delivery process Planned revenue by project and month

  48. Whois my most valuablecustomer? Monitor deliveryprocess Revenue by client

  49. ManagerPerspective • Follow up on project tasks, approve and reject timesheets • View timesheets compared to available times / schedules • Drill down to any timesheet detail • Compare budget to actual • Do planning adjustments • Use interactive analysis to measure process performance

  50. Now it is time to bill your work!

More Related