TIME RECORDING

FOR ALL COMMERCIAL ORGANISATIONS

overview

Eureka! Software’s Time Recording application is a comprehensive time recording and billing system for commercial organisations of all sizes. It comprises the following components:

QUICK VIDEO TOUR

main features

Screenshot of entering a timesheet in Eureka Time Recording Software
  • Daily, weekly, fortnightly, monthly or custom time records
  • Unlimited staff and clients
  • Work in progress: detailed or summary
  • Six billing options allowing you to bill exactly how you want
  • Client notes, preferences and call back dates (e.g. cards, budget updates, newsletters)
  • Automatic client monitoring (e.g. client deadlines, checking books received)
  • Integrated fees ledger
  • Comprehensive reports including:
  • - reports on performance
  • - client costs
  • - running daily totals
  • - under/over recoveries
  • Security features prevent access to unauthorised users
  • Standalone windows application or multi-user server application running as a true client/server across the local network
  • Very easy to use with no training necessary
  • Free trial systems available

TIME RECORDING

Screenshot of time recording options in Eureka Time Recording Software

Eureka! provides the flexibility to enter time from diaries, or other time records, daily or weekly by an individual member of staff. Alternatively, there’s a network option so that staff can enter time as they work (in real time). Management controls in the software ensure that the time entered is accurate.

Posting information can be entered in summary or detail, right down to custom descriptive narrative per line, if required. New clients and work types can be entered when entering time, so that there’s no need to abort time recording and start again. Mistakes can be rectified easily on screen.

BILLING

Screenshot of billing work in progress in Eureka Time Recording Software

Eureka! incorporates highly flexible billing. Having reviewed the work in progress, there are six main ways to bill:

  • Bill all work in progress and disbursements (or eiher work in progress or disbursements)
  • Bill just one work type (i.e. accounts)
  • Bill up to a set date (i.e. bill the accounts up to the end of the month)
  • Bill individual lines (i.e. manually select lines to bill)
  • Raise an invoice, carry forward an amount and try to get back next year, and write off the difference and lose from the system
  • Bill in advance of no work in progress on the system (i.e. the case of standing orders and work yet to be put through the timesheet)

Written off work in progress is not lost from the system, it’s stored against an invoice number and therefore a complete history of the client’s billing is always retained. Also, a fully automated invoice can be produced from Eureka! at the point of billing if required. A fully integrated fees ledger system then helps to keep track of invoices, receipts and statements.

MANAGEMENT INFORMATION & REPORTS

Take full control of your business, from client costs versus charges, to staff analysis and performance. Most importantly, see a full breakdown of clients’ under/over recoveries, from individual work type (e.g. accounts) through to the whole job.

A sample of reports available:

  • Clients not recently billed
  • Under/over recovery – partner or summary level
  • Staff chargeable versus non-chargeable analysis
  • Staff time spent analysis
  • Comprehensive work in progress reports
  • Comprehensive billed work analysis
  • Aged debtors report
Screenshot of Under/Over Recovery Report in Eureka Time Recording Software

CLIENT MANAGEMENT & MONITORING

Screenshot of client management report in Eureka Time Recording Software

Eureka! not only produces client lists and client telephone lists but also presents a complete picture of continuity of phone calls and discussions with clients. Information can be stored against clients in note form and call back dates can also be entered. Letter and label production is also made easy, as specific criteria can be set up e.g. print off labels to receive a Christmas card or newsletter etc.

Also incorporated is a comprehensive client monitoring and tracking system, which provides options for setting up your own criteria e.g. tax return in, client’s books received etc. A fully automated process then produces important management and control information for your business.

LIKE To KNOW MORE OR TRY A FREE TRIAL SYSTEM?

CONTACT US