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DRIVE Practice Management is the next generation of time and billing with financial management for accountants. The right combination of controlling time and early billing ensures that DRIVE users experience large savings within weeks of implementing the system.
Time Monitoring allows for the most up-to-date time records of any professional firm. Billing through DRIVE and Microsoft Word templates increases administration efficiencies as well as improved recovery. Graphical presentations improve
partner/manager reporting. |
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| Time/Expense Recording & Monitoring |
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| Unlike other Time Recording applications, time processing is an integral part of DRIVE and makes time recording more precise and easier to bill. Staff members can add timesheets directly while writing an email, sending a letter, logging a phone call or while creating any communication eliminating the need to open the Timesheet module. The Time Manager and Timesheet Monitoring are unique to DRIVE. |
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| Key Features : |
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Maximise Time Control – review all staff on one screen |
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Minimise Administration – all staff enter their own time |
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Drilldown into individual timesheets |
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Review Full Year’s Timesheets on one screen |
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Review Non-Chargeable Time |
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Email or SMS a staff member who is late or missing time entries |
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Time Sheet Monitoring |
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Guaranteed Time Recording |
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Real-time Updating |
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Warnings Issued to Staff Automatically |
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Tolerance & Frequency can be set by administrator |
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User Friendly Weekly Input screen |
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Fast keys for quick entry |
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10 Charge Out Rates along with Grade Rates |
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Inter-Department Transfer Rates |
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WIP Surcharge & Discount % |
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Set accountable hours and part-time working |
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Record time in hours and minutes, decimal hours or unit values |
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Extensive Notes input per time line |
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Mileage Rates |
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Expense control with grade limits and warnings |
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WEB Timesheets |
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24/7 Input |
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Pass & Review Options |
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| Billing Manager |
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| Using a standalone billing system or manually producing client bills in Word can lead to costly mistakes and unnecessary inefficiencies. With DRIVE, bills can be instantaneously produced using predefined templates in Microsoft Word format. The system comes complete with a number of templates that are then tailored to suit the needs of each practice including replicating the look and feel of the company letterhead. |
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| Key Features : |
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Microsoft Word Billing Templates |
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Letterhead Templates for Bills and Statements |
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Default Billing Paragraphs |
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WIP Recovery Analysis Tab |
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Accrued WIP for later allocation |
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Take Super Profits |
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Staff Profit Allocations for bonus allocations |
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Allocate Profits/Losses by Staff/WIP Code |
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Alerts when client is due for billing |
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Cross-Client Billing |
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Bill On Account |
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Recurring Bills |
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Nominal Ledger Automatic Update |
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Self-Defined Auto-Generate Bill Number Sequence |
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Multi-User Billing |
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Multi-Currency Billing |
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Bill Backing Report |
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Pro-forma & Vat Bill |
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Email Billing and Statement Templates |
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| KPI Dashboards |
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| A picture is often easier to understand than a flat report and a picture can translate financial data into meaningful information. DRIVE Dashboards will display practice data into graphical displays of Bar and Pie charts as well as ratio analyses. Users can have user defined dashboards depending upon their access level and relevance of information. |
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| Key Features : |
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Aged WIP Barchart |
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Aged Debtors Barchart |
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Aged Creditors Barchart |
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Drilldown to Top 10 WIP, Debtors, Creditors |
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Income Charts By Office, Partners, Managers, Departments |
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Monthly Income Charts |
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WIP Code Analysis Chart |
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WIP Chargeable v Non Chargeable Chart |
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| Practice Financials |
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| DRIVE Practice Management contains a complete set of financial ledgers. Post the practice day books as well as maintain your cash/bank accounts in the secure knowledge that the Microsoft SQL will only allow access to partners or defined administration staff. ID and password is not enough to gain access to important and confidential information, the system will link to a specific machine ID. |
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| Key Features : |
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Suppliers List |
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Purchase Invoices |
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Purchase Credit Notes |
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Purchase Recurring Invoices |
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Linked Outlay |
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Bank Payments |
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Bank Recurring Payments |
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Lodgements |
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Bank Transfers |
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Bank Reconciliation |
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Nominal Ledger |
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Nominal Drilldown |
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Cost Centre Analysis |
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Sub-Codes |
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Comparatives |
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Budgets |
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Accruals |
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Prepayments |
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Journals |
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Practice Trial Balance |
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Practice Profit & Loss Report |
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Practice Balance Sheet |
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Full Practice Management Accounts (V2.1 or later) |
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