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Method Professional Services – customize your own time and expense billing system for QuickBooks.
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Description
Method Professional Services integrates with QuickBooks, providing the tools to easily and accurately record time and expense entries to maximize the billable time to a client. Enforcing budget and contract preferences, along with an approval process, Method Professional Services for QuickBooks is perfect for both planned and ad-hoc services for any professional services company. Plus, since Method Professional Services is built on the Method Platform, you can integrate it with all other Method Full Blown edition apps, and customize each screen. as well as add your own.
Features
Core Features
- Accurately record and approve time and expense entries remotely.
- Easily enter expense entries sent to QB as Bills or Checks.
- Enforce time and expense approval process.
- Schedule planned activities which can quickly be converted into time entries.
- Apply billing rates as fixed hourly or custom by service item.
- Automatically check time and expense entries do not go beyond total contract amount.
- Automatically adjust the billable status of time and expense entries that push beyond the budgeted amount.
- Create, review and invoice contracts remotely.
Additional Features
- Manage and apply contract retainers to contracts and invoices.
- Easy access to a dashboard to view budgets, contracts, activities, time and expenses.
- Print, email and customize contracts and budgets.
- Customizable Professional Service reports.
- Real-time syncing between QuickBooks and Method.
- Access Method CRM Edition
- Like all Method Full Blown Edition apps, Method Professional Services is fully customizable.
Pricing
All accounts are based on a monthly subscription, and a price per user. Discounts may be available on more than 10 users. Overage fees are applicable on databases greater than 250 MB, and download bandwidth greater than 1 GB / month. Pricing may be subject to change.
New Users: Don't have a Method account? First month: $0 first user, $0 per additional user
Regular monthly subscription: $40 first user, $40 per additional user |  |
Existing Users: Already have a Method account?
Free! This app can be installed for no additional monthly charge for Method Full Blown Edition users.
Note: Method Full Blown Edition users can install this app by signing into Method, and going to Customize > My Account. Do not sign-up here.
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Screenshots & Resources
- Activities - Plan tasks and services by entering activities which also display on calendar and tie into CRM.
- Prepare Budgets/Contracts - Create Budget/Contracts with optional preferences.
- View Activities - Quickly see activities related to the specific Budget/Contract.
- Add Details - Enter Budget/Contract lines as fixed, hourly amount other types to enforce rules for time and expense entries.
- View Expenses - Quickly see expense entries related to the specific Budget/Contract.
- Summary - See a breakdown of your time and expense entries for the specific Budget/Contract.
- View Time Tracking - Quickly see time entries related to the specific Budget/Contract.
- Dashboard - A quick high-level summary of current contracts, times and expenses.
- Expenses - Easily enter expenses entries to be sent to QuickBooks as bills or checks.
- Invoices - Create and send invoices to QuickBooks in real-time!
- Reports - A variety of exectutive style reports for Budget/Contracts, time and expense entries.
- Settings - Change settings for Professional Services Users.
- Time Tracking - Easily capture time entries from both planned and ad-hoc services.
Method Integration
This is the same team that brought you the Method web development platform for QuickBooks, as well as many of the base apps on the Method App Library. Method is a division of Alocet Incorporated, which has been in business since 1999, a gold developer on the Intuit Developer Network. Contact
Contact: The Method Team
Email: method@methodintegration.com
Web Site: www.methodintegration.com
Phone: 1.888.9.ALOCET
Method Integration
57 Spadina Ave Suite 210
Toronto, ON M5V 2J2
Canada
All Apps by Method Integration
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