Kristin O'Neill

Take your reporting to the next level with the new Bill4Time Multi-Select feature! On Monday, October 19, you can say goodbye to running reports for separate clients and hello to simplification. With this new feature, you will be able to select multiple Clients, Projects, Users and Account Managers when running any of your reports. In addition, you will also be able to exclude selections as well.

Let’s say you want to run a report for a few select clients. Once you get to the client drop down, start typing in your client’s name and select it from your list. Your selection will stay saved so you can continue to choose more clients (if needed). You can select up to 100 clients at a time. Once you’re finished, you can then pull down your Project drop down and it will list each project grouped by your Clients. Once you’ve selected the desired filters,  click to run the report. The report will list all the details for just those selected clients, projects, users, or account managers.

You can also start with your Account Managers first. If you want to run a report for specific Account Managers and then select what clients from their list to run the report for. You can choose your Account Managers first, then go back to your Clients which will then only show the clients that they manage.

Last but certainly not least, you will be able to exclude these selections as well. Let’s say you added your company as a Client and employees track company work for expenses or non-internal related items to it. You probably don’t need these totals calculating in your actual revenue so now instead of manually doing the math, you can use the Exclude selected option to resolve this.

Go through the same process as above to select your client that you want to exclude. Then, to the right you’ll see a magnifying glass icon. If you hover over this icon, it will notify you that this is specific to excluding these filters from your report. Now when you run the report, it will run the details of all clients except for the client(s) you excluded. The same process will be for your Projects, Users and Account Managers.

We hope you enjoy this new feature being released on Monday, October 19! Learn more by watching this video at https://youtu.be/wq5b8de2Gy8.

 

 

 

Within your Bill4Time plan you can customize the types of wording and phrases to suit the needs of your company. If you go to Settings – System tab you can edit the settings to view and edit your Mnemonics. Your Project Mnemonic can be changed from Project to Matters, Cases, Tickets, or whatever terminology you use. Your Labor Mnemonic can be changed to Services, Services Rendered, etc. You have your Activity Mnemonic which can be changed to Task, Categories, etc. Lastly, you have your Taxes. You can use these mnemonics to change your “Tax” text or use them as an “Admin Fee” which you can setup on the firm level or per client.

For further customization in your Settings you can update your Custom Lists to change the different Types you will see throughout the system.

At Bill4Time, we offer the features you need…and most of all, the features you use. Easy to use, dependable and designed with you in mind—that’s Bill4Time. If you haven’t tried us, register for a free 30-day trial and see for yourself.

Within the program there are multiple ways to setup Flat Fees depending on the scenario you have.

Say for example you want to bill a flat fee once for services along with hourly work. You can open a new time entry and change the Entry Type from Hourly Work to Flat Fee work. This allows you to create a one-time flat fee entry to bill along with any hourly entries.

The other two options are setup on the Project page. You can set the Billing Method to either Flat Fee—One Time or Reoccurring.

With “One Time” all time entries will default to non-billable so you can track only hours worked but not bill any amounts. You can then bill the flat fee each time when needed by choosing the Add Closing Fee on your Project Details page.

When a Project is set to Flat Fee. Reoccurring defaults all time entries to bill at the flat rate you set. This scenario comes in handy when only a flat fee monthly is needed to bill the client.

At Bill4Time, we offer the features you need…and most of all, the features you use. Easy to use, dependable and designed with you in mind—that’s Bill4Time. If you haven’t tried us, register for a free 30-day trial and see for yourself.

Duplicating Entries, Expenses & Payments

Do you ever find yourself entering the same time entry details over and over again? Within Bill4Time, you can duplicate any time, expense, internal time or payment that was previously saved. When you add a new time entry in the program, you have your three main saving options—Save & Duplicate, Save & New and Save & Close.

By choosing Save & Duplicate, you are saving the original entry, but allowing the entry to stay open on your screen in order to add more time for that specific client or project. You can change what you need such as

the description, amount of time, etc., without affecting the original entry. This allows you to save multiple entries for the same client.

Let say you’ve previously invoiced a client. You can still pull up a prior entry and press the Duplicate button. Without affecting the finalized entry, the Duplicate function will allow you to duplicate the entry an then you can change the details. This helps if you repeatedly bill the same client or even multiple clients for the same activity. Instead of re-typing the details over and over again, just duplicate prior saved entries.

No need to stop with just time and expense reporting. You can also duplicate your payments, too. This option comes in handy if you have received multiple payments from the same client. You can keep your payment screen open to enter multiple payments seamlessly.

Anyway you look at it, Bill4Time offers the features and reporting you need to keep your business on track. If you haven’t tried Bill4Time time billing software, register for a free 30-day trial. You’ll be glad you did.

Bill4Time provides multiple ways to receive and apply payments. With these few tips, you can find which option best suites your needs!

Under Accounting, you have the ability to receive payment and apply the payment to invoices. Even though it is not required to apply payments to invoices, it will help pull the accurate totals on your Collections, Payments Applied, Invoice AR Aging, and Invoice Status reports.

Let’s say you have already saved a payment in the system but forgot to apply it to the invoice. Just open the invoice and on the Invoice Details page you will see a Payments tab. This will show you all the payments applied to the invoice. Click to apply payments button. This will show all payments that have a remaining balance and you can click to Save to apply those payments to that specific invoice.

If you’d like to see what payments are “unapplied” all at once, go ahead and run the Payments Applied report. You can filter to just show Unapplied payments and choose what date frame you want. You can click the date next to a payment to edit it. Then apply the payment to the corresponding invoice. Once saved, the report will then refresh so you can continue applying the “unapplied” payments in the system. It’s that easy.

Did you know that businesses that offer online payment processing typically get paid faster? Sometimes within hours of receipt of the invoice! Bill4Time offers convenient online payments so your clients can pay through a secure client payment portal and you can accelerate your revenue stream. Simply create an invoice from the Bill4Time invoice template and email the invoice to your client. Upon receipt, your client can click to review the invoice and pay online—even from a mobile device. That’s it.

Bill4Time makes running your business easier. To learn more, register for a free trial.

Cloud-based software has dramatically increased in popularity due to the anytime accessibility of data. But enhanced accessibility does present concerns. As Bill4Time is cloud based, we can alleviate any concern over data availability.

The data stored in Bill4Time can be fully backed up at any point. This ensures peace of mind and can also be extremely helpful when pulled.

Just go to Settings, then your System tab to click the Export Data button. From here, you can click to create the zip file, then wait to download the data file.

 

There are 13 files that export including Clients, Projects, Time & Expense Entries, Payments and more. They are all in separate spreadsheets so you can save those you need and remove those you don’t want from your computer.

Let’s say you need a mail merge for your entire client list. You can pull the backup, open the Clients spreadsheet and you have all the client names, address, email, etc. The backup is manual so you can pull and save the files any time you need.

It’s that easy.

At Bill4Time, we offer the time billing features you need…and most of all, the features you use. Easy to use, dependable and designed with you in mind—that’s Bill4Time. If you haven’t tried us, register for a free 30-day trial and see for yourself.