Sage Practice Solution

• create and edit existing (active), potential (prospect) and archived (inactive) clients’ details
• track all communication – log phone calls, emails, tasks, print letters, reports and track tasks
• integrate and update client data directly from Sage Accounts Production, Sage 50 Accounts and Sage Personal Tax Pro
• manage a 360 degree view of client data such as contact details, year end and submission deadlines, relationships with other clients and prospects, services etc
• link to a range of other Sage practice software solutions
• manage work in progress (WIP) and billing in a user friendly way
• centrally list and track the services provided to clients
• roll-forward  jobs to next period - picks up settings for the current period
• quickly navigate to related clients, prospects and third party information for improved customer service levels
• reporting allows further data manipulation - improving efficiency and productivity
• dashboards give you a single view of your practice performance at a glance
• report on all practice data stored within Sage Practice Solution  

Sage Practice Solution - Time & Billing offers you the ability to:

• easily record time and select WIP to invoice
• support the working methods of large practices through it’s flexibility
• easily record information: staff and rates policies, job costing, time entry, billing, debt management: with a central view to breakdown tasks by client or staff, to help improve practice efficiency
• fully configurable solution that permits automatic approval of recorded time or line manager(s) approval
• have several approvers per staff member
• open and edit entries directly from the ledger
• 'one-click' invoicing
• allocate profit/loss at summary levels or against individual work in progress items
• record date and time stamped communications with clients
• flag clients record with a follow-up date
• have a central view of staff or team communications
• customisable templates for reports and letters
• easy to use reporting tool with the ability to export data to Microsoft Excel and other software
• flexible complete view of WIP Ledger including grouping and filter options
• fast reliable billing system for staff timesheet entry, client billing and receipts entry
• utilises Microsoft Word mail merge technology
• manipulate reports on-screen and navigate to areas of interest
• integrate with Sage 50 Accounts and Microsoft Word for client billing

Key benefits of Practice / Client Data-Hub include:

• reduced double data entry through this integrated solution
• reporting allows further data analysis and manipulation, improving decision making and control
• reduced human error and administration time
• time freed up for provision of client value added services
• allows client affairs to be managed consistently and holistically
• deliver better customer service with an immediate view of clients contact history
• enhanced retention through better management of your clients
• allows opportunity spotting and revenue potential
• financial control and analysis can be performed at both the job and client level in conjunction with Time & Billing
• data can be used to grow your client base
• identify and develop potential service  and business opportunities
• software is flexible to meet the needs of practices regardless of size
• ensure that client planning and follow-up tasks are never forgotten 

Time & Billing benefits are many and include the following key benefits:

• easy to use and navigate
• save time by improving the efficiency of your core processes
• streamlined time and billing processes
• ensures that time recording is up to date
• individual or batch time entry
• smooth processing with keyboard shortcuts throughout
• billing templates are included in the software
• data is automatically available for your own practice records
• keep up to date with any client interaction across your practice
• flexible reporting functionality opens up a wealth of data to be analysed
• all your Practice Solution data is available for use with Excel

Please note:

All of the above systems should be run with the latest service pack from Microsoft unless we notify you otherwise.