G2 Work in Process and Time Management (WIP)

For professionals who take invoicing and fee management seriously.

Allows an immediate follow-up of Work in Process and Customers Accounts

New :  Now available with our Timesheet and Expense Accounts Entry via Internet software suite. Save by eliminating double data entry. 

As a professional, you must rely on the latest and most advanced methods to ensure your profitability. G2 Work in Process and Time Management (WIP) is the key to your success.

Advantages

• Increases your profitability by decreasing non-productive hours required for the management of your firm.

• Provides real-time updates on work in process, eliminating the need to make decisions based on out-of-date information.

• Invoices without delay, shortening payment lead time.

• Reduces lost fees due to unbilled hours and work.

• Analysis of unproductive and non-billable time, allowing you to identify problems and intervene quickly.
  

Work in Process Functionality

• Flexible billing:

- ability to assign a different rate to each employee;
- capacity to increase rates for a specific engagement;
- setting of a fixed rate for all employees working on the same engagement.

• Ability to assign activities to one of the following categories:

- billable time;
- non-billable time;
- downtime;
- billable fees.

• Your staff can add notes to their time sheets explaining their work. These notes can be printed on your work in process report to help you prepare your bills.

• Can handle several engagements for a single client.

• Can perform transfers to make up the difference between the billable amount and the amount billed (discounts and fee hikes).

• Ability to carry forward the unbilled fee balance to the following fiscal year.

• Production of a report that combines the age of works in process and the age of the accounts receivable.

• Production of a report that analyzes employee hours and determines profitability and use of staff time.

• Ability to manage the vacation days accumulated by your staff (time bank).
  

Invoicing and Accounts Receivable Management

• Laser-printed account statements and bills mean you don’t have to purchase pre-printed forms.

• Issues bills with English or French descriptions.

• Enters individual payment terms for each client.

• Prints sales and cash receipts journal.

• Calculates fees for overdue accounts.

• Spreads a deposit over several invoices.

• Prints accounts receivable statements every week or at a user-specified interval, allowing you to ship multiple account statements every month to clients with overdue accounts.

• Prints collection notices on the accounts receivable aging report, allowing you to keep track of the current status of accounts and to make better credit decisions.

• Processes post-dated checks, preventing you from erroneously calling clients to collect payment after you have received their checks.

For a full screen view, click on the image.

Client File

Engagement File

Employee File

Querying a engagement

Entering timesheets

Work in Process report