Table of Contents

General

Introduction
Getting Started
The Time and Billing Menu
Your Company Information

Forms

Using the Forms
Clients
Employees
Projects
Work Records
Planned Labor
Planned Expenses
Planned Travel
Expenses
Mileage
Payments
Managing Invoices

Reports

Creating Reports
Proposal
Invoice
Work Record
Employee Billing
Expense Report
Mileage Record
Payments Report
Project Tracking
Receivables

The Time and Billing Menu

The Time and Billing Menu gives you immediate access to the most common features of the application. Each menu item is marked with a command button and a caption describing its function. The items on the Menu are shown below.


Main Menu Form, Data Entry Tab
Main Menu Form, Data Entry Tab

This section of the menu form is used to access the regular data entry portions of the database. Information about projects, clients, hours worked, payments, or other data is accessed from this tab of the form.

 

Main Menu Form, Reports/Administration Tab
Main Menu Form, Project Planning Tab

This section of the form access the planning portion of the database. This allows you to enter your planned labor, travel or expenses prior to doing any work on the project. The data entered here can be used to automatically generate a proposal to give to a prospective client. The proposal includes a time and cost estimate that is automatically generated from the information you enter from this screen.

 


Main Menu Form, Reports/Administration Tab

This tab is where the various reports are generated.