BillQuick 2006
New Features

BillQuick 2006 has over 100 new features and many "behind-the-scene" improvements. In addition to the standard database engine, BillQuick 2006 also supports MSDE, Microsoft SQL 2005, 2000, and Microsoft SQL 2005 Express. BillQuick Enterprise and BillQuick Pro now support Integrated Windows Authentication.

The reports team has added over 100 new reports and Invoice templates. BillQuick 2006 includes over 350 reports and 85 Invoices templates.

To experience the true power of BillQuick 2006, we recommend that you download a trial copy and give it a test drive. BillQuick 2006 works concurrently with previous versions of BillQuick, so you can install it without having to uninstall your previous version of BillQuick.

Click here to download a PDF version of "What is New in BillQuick 2006"

Some of the key features you will see in BillQuick 2006. . .

New Dashboard Navigators – Company, Management, Time & Expense, and Billing. Action and data flows + focused, user-specific dashboard information like month by month cash flow, billings, unbilled time, job costing, and important Top 10’s charts. Also, enhanced time and expense approval workflow let you know when entries await approval for billing.

BillQuick Messaging – Send a message to one or a group of users within the BillQuick network, enhancing and accelerating communication. Choose the trigger action for message delivery. For example, if you want to deliver a message to your office manager to include a copy of expense receipts when your client is invoiced, simply send an event-related message in BillQuick 2006. It is not an email or an Instant Message, but a data message saved in your company database until the event occurs.

Agent Alert - Agent 2006 (add-on module) lets you monitor changes in any field or combination of fields, then notify yourself, staff, clients and/or consultants via new BillQuick Message, email, or SMS. Pre-defined alerts are included, plus templates that let you choose data to monitor, trigger, and notification method. For projects, monitor amount spent, status, percent complete, and budget used. Also, monitor excessive work in progress, receivables, work in hand inventory, non-billable hours, vacation/sick/comp time accumulated and taken, and much more.

Simpler and faster to adapt BillQuick to your firm. Click to turn columns on/off. Need to add a new master record? Click <Add New> in a drop-down list.

 New International Features - Support for multi-currency includes a user-defined conversion table, currency symbols, decimal, and separators. BillQuick saves applied conversion rates with the invoice, ensuring the same conversion rate is used when recording payments. BillQuick also automatically adjusts field masks and labels to your country when you select U.S., Canada, Australia, or United Kingdom in the BillQuick Interview Wizard.

 Auto Complete - Save time entering memos with the new Auto Complete feature. Instantly, your company shorthand codes explode into phrases, sentences, paragraphs and pages for time, expense and invoice memos. And you can use Batch Change to duplicate a memo written with the Auto Complete feature to a few, dozens or even hundreds of time and expense memos or invoice memos. Of course, memos can be edited, formatted and spell-checked after using Auto Complete.

Improved User License Management - With the New Product Licensing and User Management Console, you can manage licenses for all BillQuick Family products on a single screen. View the number of licenses for each product, how many have been assigned to users, how many are available, and how many users are logged in. With a click, you can assign/un-assign authorized users for BillQuick or any BillQuick Family add-on module.

New Shortcuts to Save Time include improved keyboard efficiency. Now do what works for you – use a mouse, keyboard only, or a combination of both. Keyboard improvements include Down Arrow to open drop-down lists, Ctrl-Tab to move among windows, defacto standard shortcut keys for menu items, action button accelerator keys (e.g. Alt-S to Save a master record), and more.

More special features including enhanced and expanded How Do I links – multiple, task-specific, how-to items with step-by-step instructions.

Projects

New Invoice Tree makes picking an invoice format easier. The Tree organizes invoice formats into categories: Fixed Fee, Hourly, Joint, Phased, and Manual.

Project Phases now asks if changes to the Main Project should ripple to Project Phases. Phases now default to the same Service Fee Schedule and Expense Fee Schedule as the main project.

Budgets and Estimates – click to create a new estimate from a budget. Email a Estimates Details Report to a client as a PDF attachment.

Time and Expense Entry

Submit-Approve Workflow – Now more robust, timekeepers can submit time and expenses for approval to a Client Manager, Project Manager, ‘My Manager’ (employee manager), or to a specific person. Timekeepers can also Un-Submit entries. Reviewers can send entries to the next person in an approval chain, as well as Approve or Reject entries. Submit status visually shows Approved, Submitted, Not Submitted, Rejected, and other submission statuses.

Auto-Start Timer: - Save clicks with BillQuick Timer 2006 – New Auto-Start Timer automatically starts the stopwatch when you launch a timer. New Timer Reminder chimes to remind you the timer is running. And the enhanced memo pad now optionally displays at the bottom of the timer screen, letting you quickly add notes.

Many Time-Saving Time and Expense Entry Enhancements – Negative Hours to correct an error in a previous time record that ensures a complete audit trail. Reduce date errors by setting past and future date ranges. Auto-enter activity, expense and project IDs. Copy-and-paste entries to another employee or an employee group. Much more.

Billing

New Invoice Wizard and the Enhanced Phased Project Wizard helps you immediately accomplish billing tasks. Create a draft or final invoice, and save or print the invoice immediately.

Bill by Client Manager or Contract Type (billing arrangement). Write-up/down time entry amount (or adjust them by percentage). Apply project and client retainers to bill amounts with a click. Batch Change billing records –starting invoice number, invoice date, one or two memos (including use of Auto Complete abbreviations for faster editing), and more for a few or hundreds of billing records.

New Bill Details screen. Double-click to display complete summary of data for the billing record, including your billing decisions, memos, and other information.

 New Invoice Features – Change Invoice Dates on unposted invoices to ensure proper A/R aging. Save invoices as PDFs in shared folder or individual client folders.

Color-coded Invoice – Posted invoices on the Invoice Review screen are now Blue and un-posted ones are Black.

Retainer History

 New Create Retainer Invoice screen. Create retainer invoices for a client, project, or a group at one time. Add memos to retainer invoices. Print, email, save as PDFs, and re-print retainer invoices.  

Accounts Receivable and Payments

 Run Aging Reports As Of a certain date or let BillQuick display your Monthly Aging on the Company Navigator.

On the Payments screen, apply a Lump Sum Payment to specific multiple invoices with click.

New Credit Memo screen – create, view and print credit memos, modify credit payment details, and more. Credit memos accurately synchronize with QuickBooks, Microsoft Small Business Accounting, Peachtree Accounting, and MYOB Australia.

Reports

Drill-down in many reports. New filters for reports, including Client Manager, Employee Manager, and date filters.

New Tax Reports that show taxes collected or Billed by State making it easy for you to send the exact amount to the tax agencies

Accounting Integration

BillQuick now integrates with MYOB Australia.

Support for QuickBooks Sub-Jobs – automatically created in BillQuick during synchronization.

Now an expense entered in BillQuick’s Expense Log transfers to SBA as a Vendor Bill to be paid. Also, more integration filters available.

For Peachtree integration, more filters available for initial and normal synchronization.