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Professional Time and Billing is designed for professional service firms who bill for services on the basis of time. Track how valuable staff time is spent, monitor client expenses, print invoices and statements, collect receivables and print vital management reports to help better analyze the productivity and profitability of your business.

  • Records for multiple companies and profit centers can be kept and consolidated.
  • Service codes, expense codes, and descriptions can be maintained on file.
  • Billable and non-billable services and expenses can be tracked.
  • Time can be tracked on both dollars and hours.
  • Unlimited number of matters (a case, project or item handled for a client) may be entered for each client. Service and expense billing terms are defined separately allowing flexibility in fee arrangements.
  • Unlimited number of work-in-process and advance billing accounts may be used.
  • Unlimited number of date/time stamped notes can be entered for each client.
  • Time and expense sheets may be entered and posted for each staff member.
  • Up to ten description lines per service or expense item on any time sheet may be entered.
  • Work-in-process for a matter may be viewed on screen by date, or by service and expense code.
  • Work-in-process may be selected for billing by cut-off date, or by service and expense code.
  • Retainers and fixed fee matters may be billed automatically on periodic (recurring) basis.
  • Cash received for retainers or fixed fee matters may be entered during billing.
  • Invoices and cash receipts may be posted to Accounts Receivable. Invoice and statement formats are easily customized.
  • Previously posted invoices may be voided, resulting in work-in-process being reinstated.
  • Numerous productivity, profitability and history reports are available by client, service or staff. Aging reports based on user-defined aging periods may also be printed.

Professional Time and Billing requires PBS Accounts Receivable, and may optionally be interfaced to General Ledger and Check Reconciliation.

Other Applications

The following applications are designed to work hand-in-hand with Professional Time and Billing:

"Professional Time and Billing" is part of the Passport Business Solutions line of products, developed by Passport Software.