Time Billing Software - Recent Updates
July 11, 2008
Dashboard
- Your firm id is now displayed at the
top of the dashboard
- Contact Management (*new dashboard item*) –
You can now create a new contact from the
dashboard. The contact can be created as a
“general” contact or associated with a
particular client or project. The “home phone #”
has been added to the existing “work” and
“mobile” options.
- A link to the http://ideas.bill4time.com site
has been added to the bottom of the dashboard
where users can post requests for new Bill4Time
features.
Client Management
Trust Accounting - you can now set up
trust accounts for clients and their respective
projects. A trust account report is also
available under Reports.
Project Management
On the Project Database screen, there is
now a marker ($ for labor, $ for expenses) that
will tell you whether you have un-billable labor
or expenses for a project.
Expense Management
Added the ability to set any expense type
as "reimbursable" by default for when you enter
a new expense entry.
Invoicing
Added the ability to set the invoice # on
a single invoice when using “external
accounting”.
Reports
- Tax Reports - Stay organized with our
new Tax Reports feature.
- Trust Reports - An easy way to keep track of
your trust accounts.
For each of the above reports - Choose one
client or all and easily group by Client or
Month.
***
May 15, 2008
Project Management
- Ability to delete project attachments
- Notes added to a project will now generate an
email alert to the project's subscribers
- Ability to delete project notes
- Added Memory to paging controls on revisit
- Added the ability to designate a default
project type in Firm/System settings. This
will be used when creating a new project
Time
Management
- Ability to "stretch" the time entry
window and the service performed entry field
- Added the ability to designate a default
activity type in Firm/System settings.
This will be used when creating a new time entry
- Activity type can be set to "not be required"
when creating a new time entry. This is
set in the firm/system settings
- Added auto-text functionality when making a
time entry
Example: Documentation. Just enter in “do” and
select a hot key (!, @, #, $, %, ^, &, *), then
enter in “Documentation” as the term. The next
time you create a time entry, type “do!”
(without quotations) and it will be converted to
“Documentation” as soon as you tab out of the
service description field.
- Filling in the service performed field
simultaneously fills in the service summary
field
- Billable/Non-Billable Totals- From the
dashboard – Time Management will now break down
total time into billable and non-billable
totals.
- Added the ability to designate a default
activity type in Firm/System settings for
internal time entries. This will be used
when creating a new internal time entry.
"Log internal time" must be enabled in your
firm/system settings
Expense Management
- Expense default values- You may set the
default value for a particular expense type.
This will be used when auto calculating your
expense (discussed below)
- Added the ability to designate a default
expense type in Firm/System settings. This
will be used when creating a new expense entry
- Expense Auto-Calculations- When
creating/editing an expense you may now
to calculate the total expense.
Client
Management
- Added the "country field" to the client
information
- Added invoice terms to invoices. Set
them up in firm/system settings
Scheduling
- Added the ability to designate a
default schedule type in Firm/System settings.
This will be used when creating a new schedule
entry
- Added the ability to convert a schedule entry
to a time entry with "one-click"
Invoicing
- Added the ability to print a PDF
invoice
- Include payment terms on an invoice
- Added a description to accompany your balance
adjustments
- Convert a pre-bill to an invoice with
"one-click"
- Set your mnemonic for "labor" in the
firm/system settings
Reports
Added a "schedule type" filter on
schedule reports
***
April 9, 2008
Project Management
- Ability to click on the client's name
to link to the client
- Ability to add a contact to a particular
project
- Pagination of the Project Database screen
- Pagination of all the tabs in the Project View
screen
- Added the ability to search project by project
name
- A full client lookup has been added and can be
utilized when creating a project
Time Management
- A full client lookup has been added and
can be utilized when creating a time entry
- A timer has been added to the internal time
entry
- Ability to add an activity entry type while
making an internal time entry
Client Management
Pagination of the Client Management
screen
Expense Entry
A full client lookup has been added and
can be utilized when creating an expense entry
Scheduling
Added the option to have a schedule
reminder appear
Reports
You may now print out a
report of your schedule
Bill4Time Mobile
Smartphone – Windows Smartphone has been
added to the list of compatible mobile devices
that sync with Bill4Time.
Please visit
http://bill4time.com/product_pda.aspx for
more information.
***
March 4, 2008
Time Management
-
Ability to edit the default billable $ rate per time entry.
-
New look timer added to the time entry screen
-
Ajax added to time entry screen which will make time entries quicker and smoother
Invoicing
Include same day balance adjustments and payments on invoices
Login
"Forgot Password" link added to the login screen
International
Option to select International currencies - £ (pound) and € (euro)
January 30,
2008
Bill4Time Mobile
Added support for international
date format and Blackberry 8310/8320 Curve.
Bill4Time Mobile
(version 1.5)
***
January 10,
2008
Bill4Time QB Connect - Major Feature Release
Ability to import your Bill4Time invoices into QuickBooks using the free
downloadable utility Bill4Time QB Connect (version
1.2)
Learn
more - Bill4Time QB Connect "how to" video
***
January 2,
2008
Invoicing
- Allow invoicing of Projects
that have no time entries, but only expense entries
- Setting added to show/hide account balances on the
bottom of invoices
- Option to group all projects together when printing
invoices. All entries will display/print in
date order
***
December 3, 2007
Reports
Include check #'s on the
Account Activity report
***
November 12, 2007
Invoicing
Added option to print a default
'Statement Note' on statements
***
November 8, 2007
International
Option to select
the International date format - DD/MM/YYYY
Invoicing
- Invoice Customization: firms can select to show/hide certain invoice
fields
- Customizable
invoice headers
- The expense total
is no longer printed on invoices when it is $0
- The customer's
3rd address field is now printed on invoices
***
September 26, 2007
Added
Browser Compatibility  Safari  Firefox
For Mac users -
Safari and Firefox both supported
For PC users -
added Firefox and Safari support
Invoicing
- Added option to
print a pre-bill batch
- Option to
show/hide hourly billing rate on invoices
- Option to include
tax for services and expenses on invoices
Reports
Project listing
is now included on User and Client reports
***
August 2, 2007
Added Invoicing tab to Firm Settings screen with
the following settings:
•• Option to show/hide Activity Type for each entry
on an invoice.
•• Option to show/hide Hourly Rate for each entry on
an invoice.
•• Margin settings for printing invoices on firm letterhead/stationery.
•• Option for single or double spacing on invoices.
•• Ability to charge tax on labor and/or expenses.
Miscellaneous
- Fixed a problem where the Get Time function sometimes
didn't work.
- The Dashboard now remembers which tabs a user
was last on and any sort orders and keeps that
view.
- Matter Update e-mails are now only sent to users
who are subscribed to a matter.
- Users can subscribe to matters which they are
assigned.
- Fixed a problem where certain buttons weren't
staying in the same place across all matters.
***
July 12, 2007
Dashboard
- Added hover info for the + icon in the Project
Center of the Dashboard.
- Removed "Internal Time" feature from
dashboard if the firm is not tracking it
- Current Date added to the dashboard.
Firm Settings
- Matter Mnemonic added - in Firm Settings
-> System Settings a firm can rename Matter
to anything they want, such as Project, Case,
etc. The change will be reflected throughout the
system for all users.
Note: All documentation will
still use Matter as the term.
- Renamed Billing tab to Payment Info.
- Firms can now select "external or internal"
accounting. If external (such as quickbooks),
then hide functions such as "open balance",
"receive payments..."
User Management
- Added a new user button in the User Management
section.
- User Management list is now sortable.
- User management section now shows totals of Active
and Mobile users.
- Added "previous" and "next"
buttons to browse through users on the user management
screen.
- Added a mobile access icon for any users who have
the B4TMobile access feature enabled.
Client Management
- Added create client button on the Client list
screen.
- Email address on the contact on the client contact
information screen is a hyperlink.
- Added "previous" and "next"
buttons to browse through clients on the client
management screen.
- Client search list is now sortable.
Matters
- Matter lists are now sortable.
- Added the ability to create a new client from
the View Matter screen.
- Added project creation date to the view projects
screen.
Time Management
- Added link to create new matter from within the
time entry screen.
- Change the stop timer button to pause timer. You
can re-click "pause" to resume timer.
Invoicing
- "Billing Management" renamed to "Invoice
Management"
- Added letterhead printing option so firms can
print invoices onto pre-printed letterhead.
Reports
-
Contractors Summary Report added, will show what
a firm owes to freelancers/contractors for their
work (based on the rate set up in User Setup).
-
Added Matter Summary Report, that includes "project
type" and "activity type" filters
so you can report only on a specific matter, a
specific client sub-sorted by matter, group by
"activity type", and more.
- Report screens are now resizable.
-
Added a color key to the User Efficiency report.
***
May 24, 2007
-
Added Filing Cabinet to Matters - you can now
upload files up to 25 MB each to a matter.
- Activity & Expense types list can now be modified
from the Time Entry screen.
***
May 4, 2007
Added ability to attach file attachments to client
notes up to 25 MB per file.
***
April 3, 2007
- Matters can now be created from the Client Management
screen.
- Added Unassigned Matters tab to the Dashboard.
***
March 15, 2007
- Subscriptions added! Users can subscribe to a
matter and receive email notices of matter activity.
- Drill-down ability added to User Efficiency report.
***
February 6, 2007
- Bill4Time Mobile 1.0 released - users can now
enter Time & Expenses directly from a Blackberry or Palm-based Treo as well as look
up client balances.
-
User Efficiency Report added - calendar view of
all users' billable time by day.
***
January 7, 2007
-
Added default expense markup percentage (can be
applied and/or overridden during an expense entry).
-
Contractors Summary report added - lists billable
hours performed by contractors along with rates
for reimbursement.
***
December 6, 2006
-
Non-matter related entries can be allowed on a
per-firm basis.
-
Ability to add scheduled items from the View Matter
screen added.
-
Added link to create new client from Time Entry
screen.
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