Client Management
  • Manage employees details
  • Automatic user account creation for each employee added
  • Create teams by defining team members
Staff Management
  • Manage employees details in one view
  • Track staff leave request
  • Link employees and services - set tasks on calendar view.
Timesheet
  • Employees submit timesheets concerning the time spent on each service line and submit to manager for approval
  • Simultaneously assign expenses and overtime hours on the timesheet.
  • Timesheet format is on grid view, simplifying and accelerating the whole process.
  • Employees submit timesheets concerning the time spent on each service line and submit to manager for approval,making your billing efforts less complicated, more accurate and controllable.
  • At the same time assign expenses and overtime hours on the timesheet.
  • Timesheet format is on grid view, simplifying and accelerating the whole process
Service Line Management and Budgeting
  • Budget determination for each client or service line
  • Budget determination of each financial year
  • Manage progress for all your firm’s projects
  • Set chargeable rates for each employee or for each client’s service line separately.
  • Define activities and tasks for each service line
  • Track service line progress in one view
CRM
  • Organisation of customer relationship information
  • Check staff availability for meetings
  • Organisation of meetings and notifications to shareholders
Invoice Request
  •  Issuing of Invoices
  •  Payment of Invoices
  •  Track invoices and issue statements

  

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