Practice Management Overview

Never waste a billable minute again with the right combination of time recording and early billing. Maximise productivity, performance and output with over 180 structured management reports including; WIP, Debtors, Billing, Creditors & Financial.

Practice Management

Time/Expense Recording & Monitoring

Increase time capture: DRIVE’s unique time sheet generation button throughout the system removes the headache of time sheets. Simply click during a task to update timesheet automatically.

Lockout feature: Forces all employees to complete timesheets within a pre-defined period of time, ensuring timesheet completion.

Timesheet monitoring: A comprehensive visually interactive managerial tool allows tracking and drill-down on all key timesheet data across the entire practice.

Key Features

  • Maximise Time Control – review all staff on one screen
  • Minimise Administration – all staff enter their own time
  • Drilldown into individual timesheets
  • Review Full Year’s Timesheets on one screen
  • Review Non-Chargeable Time
  • Email or SMS a staff member who is late or missing time entries
  • Time Sheet Monitoring
  • Guaranteed Time Recording
  • Real-time Updating
  • Warnings Issued to Staff Automatically
  • Tolerance & Frequency can be set by administrator
  • User Friendly Weekly Input screen
  • Fast keys for quick entry
  • 10 Charge Out Rates along with Grade Rates
  • Inter-Department Transfer Rates
  • WIP Surcharge & Discount %
  • Set accountable hours and part-time working
  • Record time in hours and minutes, decimal hours or unit values
  • Extensive Notes input per time line
  • Mileage Rates
  • Expense control with grade limits and warnings
  • WEB Timesheets
  • 24/7 Input
  • Pass & Review Options
Practice Management

Billing Manager

Billing processes to suit every practice: Speed up your practice’s billing process with auto-fill function based on real time WIP. Easily edit bill templates using Microsoft Word.

Ensure Prompt Payment: Email bills or statements directly from billing module.

Extensive report pack: Generate billing reports for management overview to assess performance of client/staff & practice overall.

More Information…

Key Features

  • Microsoft Word Billing Templates
  • Letterhead Templates for Bills and Statements
  • Default Billing Paragraphs
  • WIP Recovery Analysis Tab
  • Accrued WIP for later allocation
  • Take Super Profits
  • Staff Profit Allocations for bonus allocations
  • Allocate Profits/Losses by Staff/WIP Code
  • Alerts when client is due for billing
  • Cross-Client Billing
  • Bill On Account
  • Recurring Bills
  • Nominal Ledger Automatic Update
  • Self-Defined Auto-Generate Bill Number Sequence
  • Multi-User Billing
  • Multi-Currency Billing
  • Bill Backing Report
  • Pro-forma & Vat Bill
  • Email Billing and Statement Templates
Billing Manager

Billing Manager Icon
Practice Financials

Practice Financials

Integrated financial ledgers: Eliminate the need to double post transactions to a separate financial system. DRIVE updates Debtors and Creditors ledger, VAT return and posts an entry into the financial accounts for the practice.

Access Levels: Restrict or allow staff access to any level of detail to the practice financials.

Improve Cash Flow: Integrated credit control facilities, Deal with issues before they become a problem.

Key Features

  • Suppliers List
  • Purchase Invoices
  • Purchase Credit Notes
  • Purchase Recurring Invoices
  • Linked Outlay
  • Bank Payments
  • Bank Recurring Payments
  • Lodgements
  • Bank Transfers
  • Bank Reconciliation
  • Nominal Ledger
  • Nominal Drilldown
  • Cost Centre Analysis
  • Sub-Codes
  • Comparatives
  • Budgets
  • Accruals
  • Prepayments
  • Journals
  • Practice Trial Balance
  • Practice Profit & Loss Report
  • Practice Balance Sheet
  • Full Practice Management Accounts (V2.1 or later)
Practice Financials

Dashboards

Live Practice Data: Over 90 live user defined dashboards allow for graphical representation of practice data for analysis. e.g. Partner/ Staff/Client performance & profitability.

Efficiently Measure KPIs: Partners have a 360° view of their practice in one user friendly tool.

Improved Management Control: Quickly monitor how the firm is performing and address the issues which are costing the practice time and money.

More Information…

Key Features

  • Aged WIP Barchart
  • Aged Debtors Barchart
  • Aged Creditors Barchart
  • Drilldown to Top 10 WIP, Debtors, Creditors
  • Income Charts By Office, Partners, Managers, Departments
  • Monthly Income Charts
  • WIP Code Analysis Chart
  • WIP Chargeable v Non Chargeable Chart
Dashboards Feature
Dashboards Feature






Sign up for our newsletter!

Keep up to date with all our latest news, offers and events.

Awards
Awards
Awards
Awards
Awards
Awards
Awards