BQE
Software eLetter
December 2003
In This Issue
1. 14 Days
& Counting!
2. BillQuick QuickBooks® Integration - Invoices & Payroll
3. BillQuick Mobile - Who Needs It?
4. December Support Tip
Resource Allocator
– 14 Days and Counting!
Pain is something we all want to avoid. With some applications
– like Microsoft Project – pain seems designed in. Our customers tell us they're
trying to a run business, not build a data entry career.
BQE Software to the Rescue!
Resource
Allocator, the latest and smartest member of the BillQuick family of products, helps
you manage projects with confidence. Whether a manager or planner, powerful tools allow
you to track schedules and tasks, manage resources, and report project information easily
and efficiently. You manage projects, not spend hours a day improving your keyboard and
mouse skills.
Incubating for three years, Resource Allocator employs fuzzy logic
algorithms that reduce hassles and make other project tools look Jurassic. This smart, new
product integrates automatically with BillQuick, sharing employee and subcontractor
information. Resource Allocator tracks your firm's experience and talent, and lets you
select resources from a list based on those skills.
Then it really gets smart. Resource Allocator automatically blocks
off hours and days for your resources. When you assign a new task, the application checks
the resource's calendar, scrutinizing it for previously assigned tasks, vacation,
meetings, or other scheduled elements. The application knows about recurring events too.
If there's a conflict, BING! You know right away.
Wait, there's more! Resource Allocator asks you how to handle the
scheduling conflict. No scouring through forms and manually changing dates and
tasks. You simply indicate whether you want to:
- Split the conflicting and new tasks so that all of them are
accomplished simultaneously,
- Delay all conflicting tasks until the resources have time to work
on it,
- Start the new task on the next available date, or
- Start the new task on the same date and delay the conflicting tasks
until the resources have time to work on it.
After you make a decision, Resource Allocator recalculates all
dates and rebuilds schedules.
You can view schedules of resources or projects on the screen and
as reports. There is even a Gantt chart feature with a simple slide-bar for expanding or
contracting the chart timeline. The capability to tie-in the schedule of one project with
others makes Resource Allocator unique. Not simply project-centric, the application
focuses on the whole company, the company-wide scheduling of resources and projects.
Got a pain you want to soothe? Try out the final
beta version of Resource Allocator for free. See for yourself how much time and hassle
you will not experience.
Don't blink. You may miss the shadows of too-many keystrokes
fading away. Click here
for more.
Did you download the Resource
Allocator beta?
BillQuick<-->QuickBooks® Integration
Billing Clients
Are you still preparing invoices in QuickBooks? Preparing them . .
. Gasp! . . . one at a time? (Say it ain’t so, Dorothy!)
You will save time and effort using BillQuick to bill projects,
then use QuickBooks to handle receivables. BillQuick's advanced power includes nine
contract types, including Fixed, Hourly, Hourly Not to Exceed, Percentage, Recurring,
Recurring with Cap and Recurring + Expense – plus non-billable contract types
to track marketing and overhead activity. BillQuick also supports phased billing and joint
invoices.
More, BillQuick includes over 50 invoice formats to choose
from. You can assign invoice templates globally by contract type, ensuring consistent and
effective communication of the right information. Add to this the option to override the
invoice template for a particular project if need be. And if you want, BQE Software's
Report Development Group will create custom invoice templates for you. You can also do it
yourself with Crystal Reports 9.0.
Pass the Tabasco! Wait, there’s more!
With BillQuick, you can click one button and bill all clients.
That’s right, all project invoices for the month in seconds. Or you can bill a group
of clients and projects with a few clients on the Billing Review screen. Again, do it in
seconds. If you wish, you can also combine multiple projects for a client on a single
invoice by assigning a joint invoice ID on the Billing Review screen.
Wow! Green chilies! Hot, hot, hot!
Of course, BillQuick lets you bill one client or one project
at a time too. And you can choose whether to bill all time and expense entries or only
selected ones.
Choice is hot!
Doing Payroll
Doing your firm’s payroll through QuickBooks?
Whether you use QuickBooks Do-It-Yourself Payroll or Assisted
Payroll, or outsource it to Intuit Payroll Services Complete Payroll, you can save time
when you integrate BillQuick and QuickBooks. Even if you use another application that
accepts employee payroll information from QuickBooks, you can still save time.
Employee time entries in BillQuick – billable and
non-billable, all of it – automatically update in QuickBooks. The information you
need to do payroll is right there. There’s no need to print out a report and rekey
the information.
Imagine what you can do with the saved time. Take a walk on a warm
beach, the sound of the surf rolling over you. Maybe you can whoosh down a powdery
slope, hot-dogging for nearby eye-candy. Then again, you can watch your child score a goal
or sink a basket.
Or you can use the saved time to nurture your client
relationships, improve productivity, and grow your business.
New BillQuick Mobile
Waiting for a client.
Waiting for a train.
Waiting for the herd to shuffle on the plane.
Relaxing after a quiet dinner, the first in days.
Success doesn’t just happen in a physical office, backside
firmly planted in a ergonomic chair in front of a wide flat panel. You are on the move.
Sometimes on the road ten, fifteen or more days a month. Other times you’re waiting
for a client across town or at the airport. Wherever you are, every minute must be
utilized. Equally important, you need to pass your time and expenses back to the project
manager or partner so they can to bill sooner so clients pay quicker.
BillQuick Mobile offers the fastest, most cost-effective time and
expense entry solution available. In seconds, you can record activity using any
Internet-ready cell phone or Internet-ready wireless Palm or Windows CE PDA. Time and
expenses can be recorded as they happen or at the end of the day sipping a beverage.
Anywhere. Anytime.
Once entered, just click a button to send it back to your firm.
The BillQuick Mobile server software posts it to BillQuick and it is ready for review and
billing.
December Support Tips
Tip#1 Want to show
the memos you recorded with your time entries?
You can include memos on client invoices by selecting the Hourly
Invoice (acc sum & te memo) template. Also, you can choose whether to use the
template for all projects, all contract types, or only for selected projects.
To make this invoice template the default for all projects, go to
the System Settings screen and select the Templates tab. Next, click the Browse icon next
to the field for the desired contract type invoice template you want to change. Select Hourly
Invoice (acc sum & te memo) from the list and click Open. Repeat this process for
each item you wish to change.
For selected projects, you can choose a specific invoice template
to override the default. Go to the Billing tab in the Project Screen. In the Project
Template section, click the drop-down arrow for Invoice Type and select Custom. Then,
click Browse icon next to the File field and select Hourly Invoice (acc sum & te
memo) and click Open.
Tip #2 Every want
to sort your time entries by Project, then by Date for each project?
BillQuick's multi-sort feature makes the process as simple as two
clicks of the mouse. On the Time Entry screen, click the Project ID column header. Now,
hold down the Shift key and click the Date column header. Your time entries are sorted by
Project by Date!
You can sort by many columns as you wish. Simply hold down the
Shift key as you click a column header.
Need a new PC?
Order your BillQuick 2003 Ready PC from our authorized Hardware
affiliate Great Lakes Electronic Distributing Inc.
Happy Holidays from
the
BQE Software Marketing Team
May Success Follow You
. . . Always |
