Timesheet Entry
Information can be entered from diaries or time sheets, daily or weekly by one staff member. Alternatively you can have a full network, with a copy of the software on every desk, so the member of staff can enter time as they work (real time). There are full management controls to ensure time entered is accurate.
Work in Progress
Complete flexibility over reporting information from summary to full detail.
Having reviewed the Work in Progress, there are six main ways to bill:-
- Bill all Work in Progress and disbursements (or just Work in Progress, or just Disbursements)
- Bill just one worktype (i.e. Accounts)
- Bill up to a set date (i.e. - bill the accounts up to the end of February)
- Bill individual lines (i.e. 'cherrypick)'
- Raise an invoice, carry forward an amount and try to get back next year, and write off the difference and lose from the system
- Bill in advance of no work in progress on the system (i.e. the case of standing orders and work yet to be put through the timesheet)
Written off work in progress is not lost from the system - it is stored against an invoice number - keeping a complete history on the clients billing.
A fully automated invoice can be produced from Eureka! at the point of billing if required.
Eureka! is a totally flexible billing system.
Management Information
Full control over your practice from client costs versus client charge, to staff analysis and performance. Most importantly you have a full breakdown on clients under/over recoveries - from individual work type i.e. accounts through to the whole job - all at the touch of a button.
Client Monitoring & Tracking
Eureka! allows for information to be stored against the client in note form - so you keep a full picture of continuity of phone calls and discussions - it allows for a call back date against a client call.
Specific criteria can also be set up allowing letter and label production - for example - print off labels for client to receive a Christmas card or Newsletter etc.
There is also a comprehensive client monitoring and tracking system - this allows you to set up your own criteria i.e. Tax return in, client's books received. A fully automatic process then produces vital management and control information required for your practice.
Other Information
A built in help facility allows the user interactive aid, as and when required. Eureka! is so easy to use that no training is required - a distinct advantage, both financially and time saving.
Eureka! software is widely used
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Eureka! Time Recording, Costing and Charging Software for Local Government and Public Bodies |