It includes sections for User, User Management, Client Management, Firm Settings, Billing Rates, View Balances, Receive Payments, Invoice Management, View Invoices, Resend Invoices/Balance Statements, Create/Edit Close Project, Access Project, Allow Projects assigned to this User, View Billable Hours, Time/Expenses, Enter Expenses, Override Time Entry Rates, Entries can be Excluded from Invoices, Time/Expense Entries, Scheduling, and Reporting. Reports are easy to run and provide the information we need to keep a pulse on our firms. Once you have selected the desired filters and clicked the blue ‘Run Report’ button, there should be a User column on the far left with the permission columns you selected to the right. SoftwareAdvice Reviews of Bill4Time from Verified Reviewers. To display only specific Permissions, uncheck any permissions you're not wanting to see. Introduction Welcome to Bill4Time This guide is intended for standard users of the Bill4Time system. Additionally, when coupled with Custom Fields, your ability to track unique data points and draw meaningful conclusions from these reports is practically limitless. The flexible and intuitive report filters allow you to drill into your account and access detailed data. This Report will also show all the major Permissions. Bill4Time’s reports can generate comprehensive analytics for your firm. In the report you can filter by Client and. This data can then be captured via your time entries and then reported on by using the Time Entry Report. This feature is most useful if a Client has multiple offices or residences that they wish to meet at. It is typically used to rapidly determine which users have access to which features and information in the system.įor more information on User Permissions and how to update them click here.īy default, the Report will include all Users including Disabled however, you may also select specific Users for the Report to show. The Track Client Locations feature allows you to track your clients various locations. This report can be found under the Entry & User tab in Reports. Bill4Time is hosted in a world-class, secure data center in the USA. Anywhere, anytime on any device iPhone, iPad, Android, BlackBerry. This report pulls up to a certain date and can be filtered by Client, Project, or Account Manager. Flexible, affordable, and easy-to-use online invoicing makes billing and getting paid fast and painless. so youll be able to better estimate future work by understanding historical records. If you want to run a fast report to see the amounts due and unbilled amounts for each Project then run the Account Balance report. Effortlessly customize and generate invoices and detailed billing with terms, discounts and fees. Capture lost revenue by accurately tracking time anywhere, anytime. Important fields and filter options would be - Project, Project Name, Client Name, Status, Assigned, account manager, due date, current WIP, Current Hours. I currently have to export all data and use my own template. Bill4Time provides you with an administrative report that shows the permissions set for each user. Create Professional,Detailed & Accurate Invoices. Bill4Time Does not currently have any reports that I can use to manage tasks.
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