SO, YOU THINK YOU ISSUED YOUR REPORTS?

There is nothing that annoys me more than when I have issued my productivity and profitability reports and then find that the next report’s beginning numbers are not the same as the numbers I reported. (OK, there are things that annoy me more but that is not the point!)

Many billing software applications allow you to lock a date so that it will not accept prior entries. However, those applications require the lock date to be set manually, each time the date needs to be updated. Timesolv has a solution.

Timesolv allows users to set up a rolling lockout date for Time and Expense Entries. Only an administrator can make out-of-range entries. This great feature prevents timekeepers from making entries that could affect reports and invoices. If the entry must be made, the administrator will know that previously issued reports are affected. Timesolv is a good cloud-based practice management and billing program with links to QuickBooks Online.

Are you thinking about changing packages? Match the package to your practice not the other way around!  Let us know and we can help you find the right one for you. Call us at 877-357-0555 or send questions to us at info@crosspointe.com .

Gerri Martin began Software Analysis Corporation Chicago, IL in 1984 and remains a Partner in the company. Gerri holds her undergraduate degree in Accountancy and is a CPA. This gives Gerri the business background needed to understand the financial and management implications of implementing software and business processes. In 1990, Gerri obtained a master’s degree in Project Management while graduating with honors. In 1992, she received her PMP certification in Project Management from the Project Management Institute. She is the past Vice President of Professional Development for PMIs Chicagoland Chapter. This project management background lends itself to helping firms streamline their workflow and eliminate needless duplication of effort. Gerri has expertise and maintains certifications in many practice management, case management, time and billing, and accounting packages.

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