Multiple Companies: You have the capability to setup multiple companies. You are only limited by the storage capacity of your computer.

System Security: An administrator can be established to assign security rights to users. Once an administrator has been established, users may be given rights to certain menu items and must log in each time they enter ALLPRO. Each user can be customized for security rights. Security is provided not only by menu item, but can also be restricted from entering certain tabs.

Billing Methods: ALLPRO provides for invoicing only, with no time entered, or Time and Expense Entry where time and expenses are entered for billing. Invoicing only will record the revenue portion, whereas Time and Expense Entry will not only capture the revenue but also employee direct costs and overhead costs. Overhead costs are based on a predetermined rate and allocated based on employee time. Once Time and Expenses have been entered they can be posted to Work in Process for billing. Each item posted can be written up or down. Each item can also be applied to a Progress Billing Amount.

Time Tracking Features: Our proprietary Time Tracker will allow tracking of multiple clients at one time. Simply select a client from the list, select the service you are providing and start the timer. The timer may be paused, stop and restarted. The time and descriptions can be edited. Once all time is finished for a particular client, it is posted to an Employee Time Sheet.

Envelope / Label Printing: Client envelopes and labels can be printed with Postnet barcodes. Standard envelopes as well as small booklet envelopes can be printed. Two Avery label formats are supported, 5162 and 5164. Also standard 2-line file labels can be generated. For label printing the column and row can be specified for single label printing, or a full page of labels can be printed.

Email Capabilities: Capability exists to broadcast emails, with attachments, to clients based on predefined criteria established in the client master file. For example, if there is a Social Security tax law change, you can draft a letter explaining the change and send the email, with attachments, to all clients that have a Social Security code setup in their master file. Newsletters can be quickly and easily distributed to clients with email addresses saving huge amounts of postage. Reminders for tax appointments can be emailed to call for appointments. Client Statements can be emailed directly to the client while viewing on the screen. While in the client master, email can be sent quickly and easily. The possiblities are unlimited!

Client Inquiries: Once a client has been selected there are various tabs to view information. This powerful feature allows you to, quickly at a glance, view General Information, Aged Balances, Monthly Totals, Open Invoices, Invoice History, Payment History, Work in Process, Services Provided and Memo History.

Open Invoice Entry: When setting up ALLPRO, previously invoiced clients will have to have the bills entered into the system. This utility allows for those invoices to be entered quickly without affecting any reports.

Employee Time Sheets: The employee time sheet can either be built with the Time Tracker, or manually keyed in. It is used to capture employee time for any given day. It is then posted to Time & Expense entry for review and billing.

Category Codes and Service/Expense Codes: Category codes are used to group Service/Expense codes and identify each type of service that you want to track for billing and reporting purposes. A standard billing rate can be established for each code. Category Codes can be either billable or non-billable.

Billing Rates: You may assign a billing rate for each employee. Or, for maximum flexibility, you may assign a unique billing rate for each Service/Expense Code. The Service/Expense Code will take precedence over the employee billing rate. In the absence of a billing rate on a Service/Expense Code, the employee’s billing rate will be used. This billing rate may also be changed during the billing process. If the amount billed is increased, then the billing rate will automatically be updated to reflect the increase.

Invoice Printing: Invoices (bills) may be printed in batch form, or they may be printed individually as they are entered. Invoices may be customized to include what is printed and what is omitted. Each client may be assigned a different invoice format by using Invoice Options.

Invoice Options: This feature allows you to set up customized invoices. The options that my be turned on or off are print hours, print hourly rate, print aging schedule, print aging message, print firm name and address, print totals for each detail item, print For professional services:, print prior balance. There is no limit to the number of formats that can be established.

Work Log: This powerful features allows work for clients to be logged in when received. It can assigned to an employee with a due date. When viewing the Work Log, there are filters to view by client or empoyee assigned to. The Work Log will also display how long work has been in the office by number of days. This feature is great for tracking what work a given employee has been assigned and how long it has been in the office. Once work is completed, a completion date is entered and the entry is moved to a history file. A Work Log History report is useful for determing what work has been done and when it was completed.

Sales Tax Reporting: Sales Tax may be automatically calculated for each invoice selected or entered based upon the Sales Tax Codes assigned to each client. The Sales Tax report recaps all taxable and non-taxable billings and may be viewed in summary or detail. Cash

Receipts/Write-Off Processing: Cash receipts are entered and assigned to specific invoices, or you may simply apply the payment amount to the oldest invoice. Write-Offs are applied to specific invoices and may be written off to revenue or bad debt expense. Finance Charge Calculation: Finance charges may be automatically applied based upon standards that are established on a minimum balance and number of days past due. Certain clients may be excluded as well by turning off finance charges in the client master file. A Finance Charge Register is generated for all clients affected.

Statement Printing: Statements may be processed at any time and printed according to a criteria you establish. You may set the criteria with a minimum balance and number of days past due. Certain clients may be excluded from statement printing by turning off this option in the client master file. Statements can also be either emailed or printed from with the Client Inquiry. Backup / Restore Data Files: Backups may be scheduled for automatic backup, or a reminder by days can be established to backup data files. Restoring files can be done from any media.

Extended Billing Worksheets: The Billing Worksheet report includes an extended format for allowing partners or managers to quickly view work in process and make the appropriate write up and write downs.

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