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Professional Service Automation Reduce administrative burden Auto Invoice for Time and Expenses Manage Clients and Jobs according to your workflows   Download Datasheet PSA Features   Automate your Office. Professional Edition comes with built-in Professional Service Automation ("PSA"), with online T&E, T&E workflow management, expense tracking and Auto Invoicing for a Client, Job, or Office. Staff are assigned (multiple) Roles with multi-currency charge out rate capabilities and use those Roles to assess time charges. When staff are assigned to Clients, client information is kept confidential. The T&E module includes Jobs Management so that a Client can have multiple Jobs -- conveyancing, a project, litigation, or retainers. Expense Limits are assigned to staff, and managers are warned if limits are exceeded. Invoices prepared by Professionals can be checked by Accounts in a central location, or can be raised by Accounts directly. Analytic Reports are particularly useful for Professional Offices, and were designed with Price Waterhouse Senior Staff.     Centralized Client Information   All your client information in centralized for ease of management, including contacts hisotry, invoices, contracts, audit trails and account information. Customer information is accessible by staff as required in one central location. Telephone staff, sales staff, professionals, and others can access information as required. Create client records as you need, and even assign workflows to approve opening and closing client records.       Multiple Rates for Multiple Employees in Multiple Currencies   Staff are assigned multiple Roles with multi-currency charge out rate capabilities.       Auto Invoicing for Time & Expenses Billed   Where time and expenses have been billed to a client, invoices will be automatically prepared for checking and sending out. A red traffice will sign that there is unbiled time or expenses ready to be checked and added to the invoice.       Workflow Invoices   Invoices prepared by Professionals can be checked by Accounts in a central location, or invoices can be raised by Accounts directly. Additional functionality on workflowing invoices can be added quickly to suit your office. More complex invoicing workflows can be done with the Forms & Workflows Editor.       Workflow T&E   Setting Workflows for Time & Expense Billing can be done in seconds.       Assign Workflows for approving Clients and Jobs, and closing them, too   Professional Edition's "CRM Approvals" function gives professional firms additional security in Client and Job approval and closure processes. You can set Workflows to approve and open Clients and Jobs, as well as to close Client and Job Records. Managers are notified of forms requiring their attention, and Reports analyze Client and Job Life Cycles.       Jobs Management   Extensive job management systems are included to let you manage Jobs attached to clients. Set workflow approvals to open and close Jobs -- take the Job order over the phone, submit a New Job form and notify the person responsible.       Set Charge Codes   Multiple charge codes can be assigned to a client and jobs. Charge codes are needed to bill time and expenses.       Client Life Cycles   Get real-time reports on client life cycles including: Client name number of days life cycle responsible staff Total amount paid and received   Job Life Cycles   Get real-time drill-down reports on job life cycles including: Job name number of days life cycle responsible staff Total time and expenses approved, total amount paid and received   Assign Staff to Clients for Confidentiality and Less Scrolling   Staff can be assigned to clients. When staff are assigned: ONLY assigned staff will be able to view their clients' information. ONLY the charge codes of clients assigned to you will appear in your time and expense sheets to save on scrolling If staff are not assigned, then client information is viewable to all staff.   See who needs Following Up   Unpaid invoices are highlighted after one month One click on the invoice and see where to call to follow up   Client Login   Clients can login to pay bills and check project progress securely online.       Invoice information   Invoice information, including orders, date shipped information, responsible staff, and product information can be accessed and shared as required.       Accounts   Get real-time information on client accounts. See what they've paid, and what they owe at a glance.       Deployment Options that make Sense   We give me choice than any other maker of web based software. With our Application Server ASP deployment option, you have peace of mind, security, no more headaches, and the ability to grow as you need at low cost.