Notes
Slide Show
Outline
1
Billing Matters

  • Timekeeping and Billing Software
  • As with Timeslips, scope is Time and Expense Entry, Bills, Reports and Accounts Receivable (no check-writing or general ledger)


2
How it  Compares to Time Matters CMS
  • Time Matters = Complete Case Management with Basic Billing


  • Billing Matters = Complete Billing with Basic Case Management
3
Billing Matters
Key Features
  • Case Management (will explore more next week)
  • Time & Expense Entry
  • Bills/Invoices
  • Bill Layout Designer
  • Bill Flow Manager
  • Reports



4
Key Feature:
3 Methods for Time & Expense Entry

  • Quick Item Entry (list)
  • Timesheet (weekly calendar)
  • Billing Record (form)
5
Key Feature: Bills
  • Current activity plus…
  • Previous and new balances
  • Transactions
  • Funds activity


6
Key Feature:
Bill Layout Designer

  • All sections on one screen
  • All fields available for any section
  • Hide sections you’re not working on