Updated Time Matters/Billing Matters Utilities

Abacus Consulting has updated the Org Helper and Description Edit utilities for Time Matters/Billing Matters.  Both utilities are now available for Time Matters/Billing Matters 9.


Org Helper automates the process of copying organization names to the last name field for effective quick-picks. Description Edit allows full screen billing record editing of the description field.

 

Please visit our Utilities & Extras area for more information. 

 

What they say about our Time Matters services...

"While Kevin's expertise with Windows, networking and Time Matters is extraordinary, what makes him best is his ability to work with the client, understand the client's problems and help the client find meaningful and realistic solutions within the client's budget."

John Newman
Newman & Simpson, LLP
Hackensack, NJ

 
 
The 1-click Billing Reporter for Billing Matters™ PDF Print E-mail

thumb_1C-FD 1.0 PV onlyA collection of Billing Matters Power Views

If you like Billing Matters, you will love it in color! The Abacus Consulting 1-click Billing Reporter for Billing Matters is an incredible collection of 8 professionally designed Power Views that will change the way your review your billing forever. For less than the cost of developing a single custom report, this add-in delivers immediate access to all of the critical billing information that is needed in order to make instantaneous and informed billing decisions. Really, it's just one click! Click here to see details on what the 1-click Billing Reporter displays.

Coming Soon: New! The 1-click Billing Reporter v2.0

Version 2.0 is feature complete, and we expect to start shipping in early October 2007 to ensure complete compatibility with Billing Matters 9.0.  In addition to numerous new features, we will be offering the 1-click Billing Reporter 2.0 at a new reduced price. No other add-in, utility or Power View provides the level of enhancement to Billing Matters that is offered by the 1-click Billing Reporter.

We will soon be update our web site with all new screen shots, and begin accepting orders for the 1-click Billing Reporter v2.0 through our new online store.  If you would like to be notified when the 1-click Billing Reporter v2.0 in is updated, or the product is available for ordering, please sign up for our Time Matters New Content Notification list

The Full Detail Power View

Imagine viewing everything you need to know about a matter in a single click. No more printing multiple reports, or navigating through complex screens and dialogs in order to get the critical information you need. When a client calls, be ready to discuss that bill utilizing a clear, concise, visual and complete overview that gives you the entire billing picture in a single click. The 1-click Billing Reporter will pay for itself in saved and recovered time in your first billing run. Comprehend a matter's entire billing picture in an instant, including charges on hold, no charge and do not bill items. Once you use the 1-click Billing Reporter, you won't want to be without it!

1-click Billing Reporter Full Detail Power View The Abacus Full Detail Power View pictured here is the equivalent of nine contact or matter level standard and custom reports, consolidated on one easy to read Power View. Simply scroll through your matter or contact list, and watch the information update in the Power View pane. To produce the same information without the 1-click Billing Reporter, you would have to run (or develop) the following reports in Billing Matters:

  • Aged Accounts Receivable Summary
  • Aged WIP
  • Detail Work in Progress
  • Effective Bill Rate
  • Profitability
  • Timesheet Report by Date
  • Write-up/down
  • Aged Accounts Receivable + WIP (Custom)
  • Billing Item List Report (Custom)

The 1-click Billing Reporter includes 8 Power Views--four each for Matters and Contacts. When the Power Views are combined with advanced filters such as All to Date, Year to Date, Current Month, Last Month, Today, Unbilled etc., dozens, if not hundreds of reporting possibilities are available. The included Power Views are as follows:

Full Detail Power View - Matter and Contact Level

This Power View is designed for the senior level partner, administrator, or billing manager. It includes full AR history, billing item durations and values with totals for both, a separate totals section for WIP with a WIP + AR total, and a full profitability report including Write-up/Down

Time Totals Power View - Matter and Contact Level

This Power View is designed for associates or mid-level staff that do not need access to the accounts receivable information and profitability reporting. It includes billing item durations and values with totals for both, and a separate totals section for WIP that does not include the WIP + AR total. The profitability report is excluded.

Time Totals Simplified Power View - Matter and Contact Level

This Power View is similar to the Time Totals Power View, but does not include a separate WIP total band. Since our Power Views respect filters (such as only show this month's unbilled time) this power View allows for a more streamlined view of filtered record sets, as in the example above.

No Detail Power View - Matter and Contact Level

This Power View is designed for firms that need to restrict access to slip value information, but still allow time keepers to review time for durations, expenses, and billing item status (such as no charge, do not bill, and hold). This Power View eliminates all dollar values other than expenses, and provides duration totals. It is perfect for reviewing the time spent on a given matter within a specific date range.

What you have seen so far is only the beginning. We are constantly improving and enhancing the 1-click Billing Reporter. Your purchase of the 1-click Billing Reporter will entitle you to all updates released within 1 year of purchase. Updates will include both enhancements and completely new billing related Power Views.

If you would like to be notified when the 1-click Billing Reporter is updated, please sign up for notification here.

 
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Time Matters and Billing Matters Add-ins and Utilities

Description Edit© for Billing Matters

Time Matters 7.0Open Beta! When editing a Billing Matters™ billing record, are you frustrated that you can only see a few lines of the billing description? The Description Edit utility allows full page editing of the billing description to allow more effective editing and review.

Read more...
Org Helper© for Time Matters and Billing Matters

Time Matters 7.0

Open Beta! When adding a Time Matters® or Billing Matters™ contact that is an organization, do you copy the organization name manually to the last name field to speed up searching in lists? Org Helper© automates this process, and also provides hotkey access to the Org button on the Time Matters contact form.

Read more...

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