Features

• Client Master
• Name and Address
• GL Sub-Accounts
• Monthly Totals for:
  • Hours
  • Charges
  • Adjustments, Billing, Cost
  • Sub-Accounts
  • Month / Year
• Track Work Detail by:
  • Client Number
  • Work Code
  • Job Number
  • Employee Code
  • Next Activity Date
  • Job Status, Priority
• Cross Reference by:
  • Client
  • Open Date
  • Next Action Date
  • Priority
  • System Code
  • Work Code
  • Employee Code
• User-Defined Hourly Rates for Work Codes and Employee Codes
• Scheduler
  • Schedule events for each customer
• Phone Log
  • Track Phone Calls by Client, Job, Employee

Reporting

All Reports have the Ability to be Selective by Class/Sub-Class and Account/Sub-Account when Printed

• Jobs Report
• Activity Report
  Trial Balance Client Report Daily Report
• Scheduled Events