Dashboard
Live figures from your own data.
Client profitability
Cost of time against fees actually received
| Client | Hours | Cost | Received | Margin |
|---|
Work in progress
Approved time not yet invoiced
Staff performance
Hours, utilisation and cost for the selected month
| Staff member | Billable | Non-billable | Utilisation | Standard value | Cost |
|---|
Your week
Pick a day, log what you worked on.
Week of —
Each bar is hours logged against your daily target
Or enter time by hand for —
| Client | Job | Description | Hours | Rate | Value |
|---|
Unbilled work in progress
Approved time not yet invoiced, oldest first
| Client | Job | Hours | Value | Oldest | Age |
|---|
Clients
Everyone you bill.
| Code | Client | Type | VAT number | Rate | Jobs |
|---|
Deadline board
Everything due, and everything overdue.
| Client | Obligation | Period | Due | Assigned | Status |
|---|
Admin console
Staff access, an audit trail of every change, and firm settings.
Staff
Everyone with a login
| Name | Role | Charge | Cost | Target | Last signed in |
|---|
| When | Who | What changed | Record |
|---|
Firm details
These appear on invoices and drive numbering
Document numbering
A number is taken when a document is issued, never on a draft
Next issue will be —. You can skip ahead, but not back over a number already used.
Billing
Turn unbilled time into a quote, or write one from scratch.
Ready to bill
Clients with time captured but not yet on a quote or invoice
| Code | Client | Hours | Value | Oldest | Jobs |
|---|
| Number | Client | Date | Status | Total |
|---|
Not built yet
The database tables behind this already exist and are tested.