Practice Management & Tax
1800 660 670

Business Management
1800 222 040

Payroll & HR 
1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

Support Area

Contact Us & Our Locations 

Time + Billing - Classroom

Course Outline

On completion of Time+Billing, you should be able to do the following:

Configuring Time+Billing

  • Completing the clients options and adding a billable column 
  • Client display options 
  • Completing the data entry options 
  • Completing the general options 
  • Completing the invoice/receipt number options 
  • Setting MasterCard and Visa card fees 
  • Establishing activity codes 
  • Fixed rate charging 
  • Establishing cost codes 
  • Establishing staff details 
  • Attach charge levels to activity codes 
  • Establish standard paragraphs 
  • Establish an Administration Client 
  • Create client jobs 
  • Creating a billing entity 
Time+Billing Workflow
  • Workflow
  • Entering timesheets 
  • Entering disbursements
  • Entering WIP adjustments
  • Entering invoices
  • Entering receipts
  • Creating bank deposit slips
  • Entering debtor adjustments
  • Printing statements

Processing timesheets and disbursements

  • Enter time slips
  • Processing timesheets
  • Process disbursements

Maintain the WIP Ledger
  • Process opening WIP Balances 
  • View a client's WIP ledger 
  • Transfer WIP between clients 
  • View and edit WIP adjustments 
Processing invoices
  • Create a temporary invoice  
  • Viewing and finalising a temporary invoice 
  • Invoicing the billing client 
  • Create an interim invoice 
  • Interim Invoice reports 
  • Create a No WIP invoice 
  • Create a fixed charge invoice 
  • Print invoices 
Customise Letterheads and Invoices
  • Configure the letterhead 
  • Print on pre-printed letterhead stationery 
  • Creating your own invoice layouts using the wizard 
  • Nominate default notice layouts 
Processing receipts
  • Process a receipt 
  • Process a partial payment 
  • Process over payment 
  • Process advance payments 
  • Operate the bank deposit slip feature 
Maintaining the Debtors Ledger Process bad debts 
  • Process bad debts
  • Process discounts 
  • Prepare and print statements 
  • Interact with HandiLedger 
  • Debtors Ledger
  • Deleted Debtor Transactions
Organisational structure and budgets 
  • Your organisational structure 
  • Setting up your organisational structure levels 
  • Importing teams from groups 
  • Setting up your organisation structure 
  • Staff budgets 
  • Team budgets 
  • Manager budgets 
  • Partner budgets 
  • Office budgets 
  • Job budgets 
  • Client budgets 
  • Budget reports  
Generating reports 
  • The Reports menu
  • Clients reports 
  • Debtors Management reports 
  • Staff reports 
  • Timesheet Reports
  • WIP Ledger reports 
  • WIP management reports 
  • WIP transaction reports 
  • Client view reports 
  • Filter the information included in a report 
  • Write your own report filters 

 




Classroom Training

Duration: 6 hours
Pricing: $640 per attendee