Great Analytics for Business and Project Management
- Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
- Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
- Dashboards are the best tool EVER!
- The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.
Cons
- It would be great to click on a dashboard area and drill down into an actual report.
- I'd like to be able to customize what reports I see within Time Card > More > View Reports, set up a memorized report, and then access it from there while also being able to reset date parameters.
- I'd like the ability to further customize payroll settings. Under Global Settings > MASTER INFORMATION > Employee information > TIME OFF > I like that I can re-name 4 fields of the Activity Items, but I need more and my name does not transfer to some of the reports I use.
- When emailing invoices, I would like the choice to send from more than one email address. For example, my Project Coordinator creates and sends out invoices to clients so her email signature is used. I, send out reminders under the Collections area but I need to replace her signature with mine every time. It would be nice to be able to choose more than one "signature" to send from.
- It would be great if you could have a "most used" section for reports. Needing to sift through 200 reports and read/decipher all the descriptions it a giant time sucker.