| Job opening and workflow management |
- Comprehensive online traffic system
- Flexible ability to define and open jobs, assign employee teams, phases/tasks and due dates
- Auto job numbering or job upload from spreadsheet
- Job copy feature
- Online status inquiry for overall job or individual phase
- Email alerts for all assignments, changes and phase completion
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| AdClock® |
- Personalized browser-based timekeeping
- Immediate posting of approved time on daily, weekly, semi-monthly or monthly basis
- Enter and approve time from remote sites or from in-office desktops
- Ttracking of billable, non-billable and fee jobsall entries validated "on the fly"
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| Purchase order preparation |
- Fully integrated with estimating and billing
- Automated alerts if purchase order exceeds estimate
- Online tracking of outstanding purchase orders
- Detailed security setting to enable authorized personnel to exceed estimate
- Automated creation and emailing of purchase orders in PDF format to vendor
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| Estimate creation |
- Spreadsheet-like creation and update capabilities
- Maintain up to three competitive estimates/job
- Automated alerts for over-estimate situations
- Ability to pre-bill on estimate
- Automated creation and emailing of estimates in PDF format
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| Expenses |
- Expense analysis by company, office, department, client/product and employee
- Ability to upload high volume vendor invoices
- Full multi-currency support
- Easy recapture of expense items to billable jobs
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| Voucher entry |
- Ability to log incoming vendor invoices for later processing
- Automated alerts of unapproved invoices
- Invoices matched to purchase order
- "Phone call" screen to assist in vendor inquiries
- Ability to pre-pay vendor prior to invoice receipt
- Travel advance tracking by employee
- Alerts to notify user before paying an invoice not yet billed
- Ability to post simultaneously to billable jobs and expenses
- Ability to convert items/balances to receivables
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| AdExpense® |
- Browser-based T&E reporting and tracking
- Automated calculation of mileage reimbursement
- Tracking of hotels airlines, rental agencies, etc.
- Automated approval cycles with email notification
- Billable and non-billable expense handling
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| Production billing |
- View draft invoices online
- Flexible flagging of time and out-of-pocket expenses
- Easy addition/deletion of billing items
- Flexible bill formats (including ad hoc) to summarize or detail charges based on client preference
- Bill multiple jobs on single invoice
- Multi-currency invoicing available
- Bill multiple invoices for one job in one billing run
- Estimate and reconciliation billing
- Pre-billing
- Service and retainer fees
- Select specific items for billing
- Automated reversal of credit billing
- Automated revenue recognition policies available to segregate from bill generation
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