practice cs time entry amy mccarty education services
DESCRIPTION
Importance of Time Entry Even if your firm does not bill per hour, time entry is important – Track Client Realization – Track Staff Realization – Bonus/Incentive Calculation – Evaluate Profitability of the Firm – BudgetsTRANSCRIPT
Practice CS Time Entry
Amy McCartyEducation Services
Objectives
• Understand why time entry is important for analyzing client, staff, and firm realization
• Learn the options in Practice CS that allow for efficient time and expense entry
• Coordinate project routing with time entry• Review tips and tricks for time and expense
entry
Importance of Time Entry
• Even if your firm does not bill per hour, time entry is important– Track Client Realization– Track Staff Realization– Bonus/Incentive Calculation– Evaluate Profitability of the Firm– Budgets
Time Entry Options
• Setup > User Preferences– Default
• Sheet Date to Today’s Date• Date to Today’s Date
– Skipping, Hiding columns• Project Solution• Task Solution• Time Rate
– Client Description– Auto display Task selection
Time Entry Options
• Move the Project column in front of the Engagement column
• Utilize the Comment field• Use field chooser with Desktop Timer
Tips & Tricks
• Update Project/Task status when entering time
• Enter time as work is being done• Enter Admin time for time not worked on
clients• Daily Time portlet on Staff Dashboard• Time Recap portlet on Staff Dashboard• Staff Active Timers portlet on Firm Dashboard
Reports
• Billing Analysis• Production Analysis
Questions?
Objectives
• Understand why time entry is important for analyzing client, staff, and firm realization
• Learn the options in Practice CS that allow for efficient time and expense entry
• Coordinate project routing with time entry• Review tips and tricks for time and expense
entry
Resources on ngaf.com
Webinar Archive > Practice CS• Time Entry• Time Entry PPT
