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Time and Billing - Video

Course Outline


Time+Billing Structure 

This video will introduce you to the concepts of activity, cost codes and standard paragraphs
  • Activity and cost codes explained in detail  
Time+Billing 1

This video will introduce you to setting up Time+Billing to suit your practice
  • Options - clients, general & credit card set-up 
  • Debtor terms 
  • Administration client 
  • Staff 
Time+Billing 2

This video will introduce you to configuring Time+Billing for your practice
  • Activities 
  • Costs 
  • Standard paragraphs 
  • Attached standard paragraphs to activities 
  • Attach rate levels to activities 
  • Batch creating jobs 
 Time+Billing 3

This video will introduce you to timesheets within Time+Billing
  • Creating a timesheet using timeslip timer and timesheet entry 
  • Importing from Practice Manager 
Time+Billing 4

This video will introduce you to entering disbursements, WIP adjustments and No WIP invoices
  • Entering disbursements 
  • Entering WIP adjustments 
  • Entering no WIP invoices 
  
Time+Billing 5

This video will introduce you to WIP Invoices
  • WIP Invoices 
Time+Billing 6

This video will introduce you to Billing Clients and Interim Invoices
  • Billing clients 
  • Interim invoices 
Time+Billing 7

This video will introduce you to Receipting, Deposit Slips and Debtor Journal Adjustments
  • Receipts 
  • Deposit slips 
  • Debtor journal adjustments 
Time+Billing 8

This video will introduce you to invoice and letterhead layouts
  • Invoice layout 
  • Letterhead layout 
  • Viewing debtor & WIP transactions  
Time+Billing 9

This video will introduce you to reports in Time+Billing
  • WIP, debtors and staff reports 
Time+Billing 10

This video will introduce you to setting up budgets in Time+Billing
  • Entering staff, team, manager, partner and office budgets 
 Time+Billing 11

This video will introduce you to budget reports
  • Budget and Productivity reports


Video Course

Duration: 12 Videos x 10 mins
Pricing: $440*  

* pricing for current Financial Year subscription; unlimited access.