Record all clients, jobs, invoices,  receipts and expenses. Print Job Packets, Invoices, Monthly Statements, Summarise Invoices & Receipts. If desired analyse work according to employees, job or client

How the System works:

• Enter particulars of client: A simple form registers all clients including contact, phone & fax numbers.

• Enter particulars of job:  Enter details of job, including address, PS no, client and short description of requirements, then click a button and print out the job packet

• Enter particulars of Invoice:  When job is complete, type in job number and all details of client and job are automatically inserted into invoice. Type in particulars and amount of job. Click a button and print out invoice. An invoice based on time sheets (AutoInvoice) can also be automatically created and altered if appropriate. Alternatively produce "Project Invoices" based on percentage of work completed.  Reports can be produced that compare invoicing and time sheet values. 
• Enter payments when received:  Enter payments either in batch mode or enter on individual invoices
• Enter Credit Notes (if required):  If necessary, type in any credit notes
• Print out Monthly Statements:  Print out Monthly Statements to all clients who have an outstanding balance. Monthly Statement includes job no. client references. address of job, amount outstanding per job and overall amount due by client.

• Enter particulars of Time Sheets:  Enter time sheets particulars, then use this information to create invoices, job costing, employee times analysis or Work in Progress figures.  Cross-reference between time sheet value and invoicing.

• Enter expenditure details:  Against your own account codes, enter details of cheques, and other payments to print out a itemised list of all expenditure.

Reports: Print or View on Screen (over 65 reports)

• List of Clients: Including contacts, address, phone/fax numbers, sorted alphabetically or numerically
• Index Report: Sorted by LGA, Suburb, Street, PS
• Plan Report: A register of all deposited plans in office, look up plans before ordering new copies
• Daily Job List: A register of all incoming jobs, including client, location, PS, and instructions
• Time Sheets: Create an itemised schedule/invoice (based on time sheets), or review time taken by individual employees or analyse costings by Job Number.
• Invoices Summary: Enter a date range and summarise totals by month, client or job department.
• Receipts Summary: Enter a date range and summarise totals by month, client or job department.
• Credit Notes Summary: By client - within a user defined date range
• Invoices Summary: Monthly - In invoice number order or by client order with totals for each client
• Receipts Summary: Monthly - In client order with totals for each client or in date order
• Monthly Statements: Details outstanding invoices, including job particulars, customer’s reference, balance due
• Client Ledger: Itemises all invoices and payments for a given date range - either by client or job number
• Jobs Not Invoiced: Details all jobs not covered by at least one invoice. Jobs not completed list also available
• Top Ten Sales Graph: Shows a 3-D column graph of top ten customers for user defined date range
• Sales Figures Graph: Shows a 3-D column graph of Sales Figures based on monthly or yearly values for user defined date range.  Also lists sales figures by month in financial year format within defined date range.
• Receipts Figures Graph: Shows a 3-D column graph of Receipts based on monthly or yearly values for user defined date range.  Also lists receipts by month in financial year format within defined date range.
• Work in Progress Report:  Show jobs not completed.  Sort by client, target date or Team Leader
• Compare timesheet value with invoice value:  Compares Timesheet value against actual invoiced value.
• Weekly payroll summary. Based on timesheet entries, summarises employee times for week, including sick leave, etc if entered. 
• Profit and Loss Report.  Shows all income and expenses for period selected.
• GST Reconciliation.  Summaries all income and expenditure and produces report for BAS statements - covers both Accrual and Cash basis
• There are over 65 reports in this system.

Features:

• Use Keyboard or mouse - Enter commonly used text with a CTRL key combination
• Produce invoices and all reports in PDF (Adobe) format so they can be emailed.
• No need to purchase pre-printed stationery, programme automatically produces same, including logos, etc.
• Know almost instantly how much is outstanding by any client for any job. Can also use sub job numbers.
• Search database by DP number to save money by not ordering DP’s that are already in your office.
• Every report can be viewed on screen or printed
• Keeps complete records of all income and dissects same. Use Project Invoice feature.
• At the end of the financial year, print a summary of all income and expenses for the year and hand to your Accountant
• Use timesheets feature to track time spent on job functions such as Drafting, Preliminary Fieldwork, Administration, Survey Work (site or office) etc. This can be dissected by employee or job no
• Reports and invoices can be saved in PDF format
• Job particulars can be exported to Word for easy preparation of Identification Surveys, etc.
• Many new user features, e.g. include date invoice should be paid on invoice, show bank debit details on invoice, trace  Sydney Water Jobs, change header for Monthly Statements.
• System is developed in Australia for Australian Surveyors.