TPS Time & Billing

The Practice Management Solution
Designed Specifically for Public Accountants
  Home Up Billing Time Entry Reports Employee Information Due Dates Work Codes Client
Employee Information

Next - Billing

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Employees identified as "Active" are available to track their time in TPS. In addition they may assigned an employee type, date of hire and last review, as many as 20 different "rates", background education and notes.

 

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"Hide in Contacts" means that this employees data in Outlook cannot be viewed by people without high level passwords. Each employee is assigned "Rights" such as Read and Write access to List, Contacts, Extensions and Billing/Other. Background information can help you select the proper resources for the job or client.

 

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Along with the 20 different standard billing rates, TPS also allows for the definition of an unlimited number of "Special" client-specific rates.

 

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Along with unlimited notes for each employee, TPS also provides a section to track employee "Targets". These targets define the projected billable hours versus actual.

 

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Each employee has upwards of 20 possible billing rates that can be applied to the work codes. In addition, each employee is able to define special rates for any number of clients under the Special Rates. Finally, each employee has an overhead rate that represents their cost to the firm on an hourly basis to be used as a base line on employee analysis reports.

 

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Client Management
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