Home > Introduction > Understanding Web Suite > Web Suite Workflow
Web Suite is a time and expense tracking, project management, billing and reporting solution. It is highly flexible and hence adapts to your business and company preferences. To see the details, click on the relevant areas on this image.
To
get started with Web Suite, a Supervisor or administrator needs to first
set up the Company database.
You can do this by entering
new data, importing it from external sources or integrating it with your
accounting packages. This is followed by setting up of master information-
employees and vendors,
clients,
activity
and expense items,
projects and related information
such as fee schedules, budgets and estimates, and billing schedules. Time
and expense entry requires data input from this master information. Employees
or vendors charge
activities
and
expenses
against various projects while recording time and expense entries.
In addition,
you can convert vendor bills into time and expense entries or vice versa.
Approved time and expense becomes work-in-progress, ready to bill.
Billing
decisions begin with the client and project setup (master information).
When ready to bill, accumulated work-in-progress or pre-defined billing
schedule flows to the Billing Review or Manual Invoice. You can also use
the wizards to do your billing. After processing and reviewing invoices,
the manager
typically generates final invoices in Invoice Review and sends them to
the clients.
Web
Suite tracks accounts receivable and then records payments when received.
Some companies prefer linking the payment of vendor bills with the payment
received from their clients (pay when
paid). Throughout the Web Suite workflow, useful reports are available
for the staff and management.