CaseWare Time for Practice Management
CaseWare Time for Practice Management is a powerful workflow tool enabling practices, agencies and consultancies to manage time recording, reporting, clients, project costs and invoicing.
Track Time - records all activity and charge rates by staff and client with electronic authorisation
Client Database - operate one central database for your clients and prospects, link to staff and create mail merges by industry, contact type and more
Sales Ledger & Invoicing - full on-screen billing, statement printer and sales ledger functions
Rapid, Detailed Reporting Function - a huge range of pre-defined reports (see list below), plus the ability to tailor reports to your needs. View pdfs or export to excel for further analysis.
Project Costings - project, sub-project costing, budgets and reports all produced from the one core system.
Configure User Access - detailed user settings, report and coding structures creating specific user views from time-sheet only, to review and reporting.
Key reports
Choose from hundreds of pre-defined reports to provide detailed analysis of your organisation's activity, key reports include:
- WIP by team, individual or client
- Fees ledger and credit control management
- Exposure Reports
- Recovery and staff efficiency reporting
- Budget and administrative information
- Project and cross-department analysis
Find out more
CaseWareTime Guide.pdf1.22 MB