CaseWare Time performs the complex functions an accounting practice requires in a simple, easy-to-use manner that doesn't require a financial background. Time can handle any practice-management challenge in practices both small and large.
Define the default text for headings on invoices, credit notes and statements in any language.
Design the invoice by choosing items here
Each document may be saved as a webpage, saved as a PDF, emailed to someone in web page format or as a PDF, or sent to a folder.
Edit cash receipts and credit notes
Email a group of documents for clients directly from Time using the Client Batch Email feature.
Enter time in the time sheet
If further detail is needed, payment history reports show the detailed status of the account.
In addition, each document has a variety of properties that may be changed.
Many automatic work-in-process reports can be selected. This selection
Many management reports are available, such as this time analysis report by selected staff
Numerous automatic documents to choose from.
Once created, most automatic documents can be customized with right-mouse menu selections.
You can assign projects and subprojects from the Client dialog where budgeted amounts and hours can be defined as well.
Process proposed, interim and final invoices
Set up recurring invoices for charges that you want to bill on a regular basis
Set up the projects and subprojects of your firm and then assign them to clients.