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Two of these are online Software-as-a-Service applications, and were tested using the standard Windows IE7 browser over a high-speed Internet connection. To help you in this decision, we tested seven time and billing applications.
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But how much you have to change your practice's workflow and procedures to incorporate the time and billing software is going to have a large effect on how successful this integration is, and to what extent your staff will make use of the application. In the real world, this happens only to a certain extent. If you think that you will need the ability to customize reports, statements, and/or invoices, then the software package that you select better have this capability.įinally, a software package should ideally fit into the way that your practice operates, and not the other way around. If the selection of reports works for your practice, fine. Some of the time and billing applications that we tested provide only a basic set of reports, with little or no flexibility for customization.
Selecting a package that supports remote data entry from a laptop or even a smartphone will be a consideration for this type of practice.Īnother area of difference is in reporting. Data entry is most efficient and accurate when it is performed as the service is rendered or the expense incurred. Many accounting practices have very mobile staff. If your practice uses a less common billing method, you'll need to determine how easily a particular software package can handle this.ĭata capture is another consideration.
Does the package accommodate the way that your practice bills fees? Most time and billing systems let you bill on an hourly or flat-fee basis, but some practices bill some or all of their clients or projects against a retainer or on a value-billing basis. Where differences in software packages become important is in how a particular package fits in with the way your practice works. That data is invoiced to the client where billable, and the receivables due or received are applied against the appropriate balances due. They capture time spent by staff on a per-client or per-project basis, apply an applicable billing rate, and collect expenses appropriate to those tasks. In their core functionality, time and billing applications are somewhat generic.
While unpopular with staff, this information is necessary if your practice is going to survive and even prosper.
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Not only is it usually less expensive than a full practice management application, oftentimes it is easier to install, easier to configure, and easier to use day by day.Īs a bonus, many time and billing applications can provide you data on staff utilization. For many smaller or more straightforward practices, a time and billing package is a good solution. And in these tight times, you don't want to pay for more than you really need. Not every practice needs a full-blown practice management solution. Keeping tabs on your practice's receivables, making sure that clients are billed quickly and accurately, and do not fall too far behind in their payments, not only helps your practice - it prevents your clients from getting in over their heads in their payables to you, which often results in lost clients and large receivables write-offs.