Key Features

Web Suite is a web-based program that enhances the power of BillQuick by extending its reach to remote users or satellite offices anywhere via the Internet. It is compatible with all major browsers for PC, Mac and smartphones.

Web Suite provides you with some exciting features to make your time and billing experience easy and efficient:

Key Features

Time and Expense

• Time and expense entry

• Tracking of overtime and compensation time

• Tracking of sick, vacation and holiday time

• Unlimited length memos for time and expense

• Submittal, review and approval workflow

• Attaching files and images to time and expense records

• Spell checking for memo and description fields

• Smart timers—stopwatch style time entry

• Personal Time Off management

Employees and Vendors

• Employee and vendor profiles

• Employee and vendor groups

• Employee and vendor cloning

• Assignment of projects, activities and expense items to employees and vendors

• Staff scheduling

Projects

• Projects, phases and segments

• Tracking over-budget projects

• Locking projects at contract amount

• Project groups

• Collapsible project lists

• Automatic project created for clients

• Allocation of hours and units per employee per project

• Assignment of activities, expenses and employees to specific projects

• Project cloning

• Budgets and estimates

• Custom invoice numbers per project

• Attach files and images to master information

• To-Do lists and tasks

• 11 contract types including Cost + Fixed Fee and Cost + Percentage

Clients

• Client profiles

• Contact details for clients

• Client groups

Billing, Accounts Receivable and Payments

• Automatic billing

• Invoices in batch and manual mode

• Retainer invoices

• Recurring invoices

• Percent complete invoices

• Fixed fee invoices

• Hourly invoices and Hourly "not-to-exceed" invoices

• Electronic invoices

• Billing schedule

• Budgets from estimates, and vice versa

• Email invoices

• Invoices as PDFs

• Historical account balances

• Service Fee Schedules

• Expense Fee Schedules

• Delayed Fee Schedules

• Invoices from estimates and budgets

• Credit memos

• Retainer invoice tracking

• Retainer management

• Reverse or void invoices and payments

• Purchase orders, received items and vendor bills

Reports

• More than 500 report templates

• Memorized reports

• Recent and favorite reports

• Reports as PDFs

• Reports and invoices emailed/exported as Word, Excel or PDF files

• In-built report customization