Do you need to attach an explanation of fees, payment instructions or a short friendly message to your invoices? [Read more…] about Anticipate and Answer Questions with this New Feature
Report Survey Update
The feedback and insight received from the “Report Usage” survey has been overwhelmingly positive. Thank you all that participated!
Using your survey feedback, our development team has been busy enhancing and optimizing our reporting features. We have compiled three pro-tips along with details on two new reports you may want to look at. Get the most out of your reports data!
3 Top Pro-Tips
#1 Report Feature – Save Filters
Do you find yourself frequently using the same filters on a specific report? You can save the filters used with this report and quickly access them again from your Favorite Reports tab.
#2 Quick Questions – Chat Feature
Connect with one of our live support specialists in mere seconds via chat. Our knowledgeable support team will work with you until you are satisfied and have completed your task.
#3 Ideas & Features Requests
Would you like to see a specific feature that we don’t yet offer? Maybe it’s an idea on a different way to look at the data. The Ideas & Features Requests is the fast track to fulfilling your needs. VIEW ALL REQUESTS
2 New Reports Worth Running
Client User Rate Report
This report is one of the newest to be released. Originally developed as a custom report for our Enterprise Plan, we believe most firms would benefit from utilizing this report.
Easily find the rates that each user bills each client. From a single user to an account manager, find all your client’s rates in one, customizable, report.
Collections Report
Show payments collected by each user and the percentage attributed to that user. As an option, you can include expenses and credit adjustments on this report.
Similar to most reports, you can view all the information or drill it down to a single user.
Bill4Time Releases New Expense SnapShot Feature for Mobile App
Now Small Businesses can Accurately Track Expenses While On-the-Go
March 23, 2015—Bill4Time (www.bill4time.com), a leader in time billing software for legal, accounting, consulting and service businesses, announced today the release of Bill4Time expense snapshot feature for iPhone, Android and BlackBerry mobile users.
Bill4Time clients can simply enter an expense by snapping a photo of the actual receipt. All details appear with the expense entry and automatically uploads to the users online Bill4Time account. Receipts can be easily attached to invoices, thereby eliminating the hassle of keeping track of actual paper receipts. In addition, users can view any uploaded receipt in the Bill4Time app, anytime, anywhere.
“Tracking expenses is often time-consuming and a hassle for small businesses. When a receipt is misplaced or lost, these expenses are often not reimbursable—causing the business to incur a financial loss,” said Jeremy Diviney, president of Bill4Time. “The new Bill4Time mobile expense snapshot feature eliminates the need to retain paper receipts and helps businesses accurately track expenses as efficiently as they account for billable time.”
For more information on expense tracking, visit https://www.bill4time.com/time-and-expense-tracking.
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About Bill4Time.com
Bill4Time is a leader in time billing software. Bill4Time offers desktop and mobile apps to help easily capture and track time and better manage business operations. Bill4time end-to-end cloud-based software increases productivity, enhances efficiencies and boosts visibility while eliminating leakage and compliance issues. The Bill4Time ecosystem transforms the operations of any business. For more information, visit www.bill4time.com.
Bill4Time Recognized as an Excellent Timekeeping App for Lawyers
Published by Cyber Advocate | March 8 by Brian Focht
Excerpt:
Bill4Time (iOS, Android)
The Mobile App component of a comprehensive billing and invoicing system, Bill4Time is a complete timekeeping system for small business. With the ability to track everything from time and expenses to client and project information, the invoicing and reporting functions of the Bill4Time software are unmatched on this list.
Unfortunately, Bill4Time is not a completely standalone app for recording time, meaning you will not gain much usefulness from the app without purchasing the billing software that goes along with it. However, if you’re willing to foot the price for the full package, you’ll find, like Morgan Smith of the Cogent Legal blog, that Bill4Time is “a fantastic program for billing, creating invoices, [and] tracking time spent.”
UPDATE: Bill4Time now includes a sortable and searchable list of ABA Legal Billing codes.
Client Portal Update!
Has Your Client Accepted?
Now you can view the status of all the invitations you have sent. Experience real-time updates on accepted, still waiting and expired invites.
Here’s the quick breakdown:
DATE
The date the invitation was sent on.
EMAIL
The email address the invitation was sent to.
CLIENT
The client(s) associated with the invited user. If you’ve allowed access to the wrong client, make all changes in User Permissions.
STATUS
The status of all email invitations.
- ACCEPTED – Your client has received your invitation and successfully created an account.
- WAITING – Your client has received the email invitation but hasn’t clicked through to create an account.
- EXPIRED – The invitation either expired due to 7 days of inactivity or if an additional invite was sent to the existing email address.
Get the complete ins and outs of your Client Portal with our handy Quick Start Guide!