Key Features at a glance Management
Time Billing Dashboards Financials
Maximise Time Control – review
? Microsoft Word Billing
? Aged WIP Barchart
? Suppliers List
all staff on one screen Templates
Aged Debtors Barchart
? Purchase Invoices
Practice Management Overview
Minimise Administration – all
? Letterhead Templates for Bills
? DRIVE Practice Management is the next generation of time and billing with financial
staff enter their own time and Statements Purchase Credit Notes
Aged Creditors Barchart
management for accountants. The right combination of controlling time and early
Drilldown into individual
? ? Billing Paragraphs
Default Drilldown to Top 10 WIP,
? Purchase Recurring Invoices
? billing ensures that DRIVE users experience large savings within weeks of implementing
Financials Overview ...integrated timesheets
? Full Year’s Timesheets
WIP Recovery Analysis Tab
? Charts By Office,
DRIVE has its own set of financial ledgers as part of the system, saving time in having to double post financials... on one screen
? Non-Chargeable Time
? WIP for later
? Time Monitoring allows for the most up-to-date time records of any professional firm.
Billing through DRIVE and Microsoft Word templates increases administration
transactions into a separate accounting package and billing system. The package automatically updates Bank Recurring Payments
information between the WIP, Financial and Billing ledgers as they are all part of the same system. ?or SMS a staff member
Take Super Profits
? Income Charts efficiencies as well as improved recovery. Graphical presentations improve
who is late or missing time Lodgements
Staff Profit Allocations for
? WIP Code Analysis Chart
entries bonus allocations Time
The financial ledger is automatically updated when bills are raised and outlays posted through the Bank Transfers
WIP Chargeable v Non
purchase ledger are automatically updated onto the WIP ledger of each client and job. Time Sheet Monitoring
? Profits/Losses by
Chargeable Chart Bank Reconciliation
? Time/Expense Recording & Monitoring
Guaranteed Time Recording
? Unlike other Time Recording applications, time processing is an integral part of DRIVE and makes time
Importantly, the security of financial information is maintained through advanced controls that are set to Nominal
?when client is due for recording more precise and easier to bill. Staff members can add timesheets directly while writing an email,
restrict access to sensitive client data. Access to financial information can be restricted to any level, even Real-time Updating
down to a partner's pc if required. sending a letter, logging a phone call or while creating any communication eliminating the need to open the
Warnings Issued to Staff
? Cross-Client Billing
Automatically Cost Centre Analysis
? Timesheet module. The Time Manager and Timesheet Monitoring are unique to DRIVE.
Bill On Billing
Tolerance & Frequency can be
set by administrator
Purchase Invoice/Payments Recurring Bills
? Billing Manager
User Friendly Weekly Input
? Ledger Automatic
Nominal Using a standalone billing system or manually producing client bills in Word can lead to costly mistakes and
Bank/Cash Processing Update
unnecessary inefficiencies. With DRIVE, bills can be instantaneously produced using predefined templates in
Fast keys for quick entry
? Microsoft Word format. The system comes complete with a number of templates that are then tailored to suit
Bill Number Sequence
Bank Reconciliation 10 Charge Out Rates along with
? the needs of each practice including replicating the look and feel of the company letterhead.
Grade Rates] Multi-User Billing
Journal Postings Inter-Department Transfer Rates
WIP Surcharge & Discount %
? Trial Balance Dashboards
Nominal Accounts Bill Backing Report
? A picture is often easier to understand than a flat report and a picture can translate financial data into
? Profit & Loss Report
Set accountable hours and part-
Pro-forma & Vat Bill
? meaningful information. DRIVE Dashboards will display practice data into graphical displays of Bar and Pie
time working Practice
? Balance Sheet
charts as well as ratio analyses. Users can have user defined dashboards depending upon their access level
?Billing and Statement
Accounts made easy Record
? time in hours and
Templates Full Practice Management
? and relevance of information.
minutes, decimal hours or unit Accounts (V2.1 or later)
Whether the practice has a number of entities associated values Financials
with the financials, DRIVE will manage this process either by
cost centre analysis or through a program called the Extensive Notes input per time
line DRIVE Practice Management contains a complete set of financial ledgers. Post the practice day books as well
Financial Data Broker.
as maintain your cash/bank accounts in the secure knowledge that the Microsoft SQL will only allow access to
DRIVE's data manager allows firms to post transactions at a partners or defined administration staff. ID and password is not enough to gain access to important and
Expense control with grade
top database level and at the same time post an equivalent limits and warnings confidential information, the system will link to a specific machine ID.
transaction to a lower copy of the database.
“Our practice accounts are updated automatically through DRIVE postings. We post This allows firms to split their transactions by entity type yet
bills and it updates our debtors, vat return and trial balance in one posting routine. maintain a central database at the top level. This will ensure
Duplication of entries into different packages has been replaced with one central
separate sets of debtors and separate Vat records. Pass &
? Review Options
database.” Time Billing
Recording Dashboards Financials
Practice Management Package +353 1 4597800 (ROI)
Relate Software Ltd Relate Software
Albany House, 14 Shute End, +44 871 2843446 (UK)
WINNER Unit D6, Southcity Business Park,
Whitestown Way, Tallaght,
Rg40 IBJ, England.
ACCOUNTING & FINANCE
Dublin 24, Ireland. email@example.com
Telephone: +44 871 284 3446 Telephone: +353 1 4597800
PRACTICE MANAGEMENT SOFTWARE
Email: firstname.lastname@example.org Email: email@example.com www.relate-software.com
www.relate-software.com Web: www.relate-software.com Web: www.relate-software.com
Practice Management Practice Management Practice Management
Time & Expense Recording Overview Dashboard Overview
...early and accurate
...chasing Time recording is essential in building a successful practice. Accurate timesheet information ensures DRIVE has a comprehensive graphical dashboard which can be used to display selected Key Performance billing in DRIVE
better recovery, profitability and the ability to future plan. Indicators (KPIs) of the practice. These easy to read charts show at a glance how the practice is performing at
timesheets is a helps improve
thing of the past... DRIVE contains a sophisticated timesheet monitoring system which can be turned on to help enforce cashflow...
compliance through a series of warnings and functionality locking. Managers can review all Users can decide from a comprehensive list of charts which charts they would like to display on the desktop.
timesheets on one screen, quickly seeing the percentage of chargeable versus non-chargeable hours. The information is user defined so a partner may want to see Income by Partner/Manager on a monthly and
From the Time Manager screen you can drilldown into individual timesheets to assess work for
passing and review. DRIVE also has an option for online Web Timesheets for staff who are on lengthy
YTD basis. Administration may want to view the top 10 debtors alongside the Aged Debtors Chart. Billing Manager Overview
projects outside the office.
Income Analysis 80% of DRIVE users streamline internal processes by producing bills directly from DRIVE. Bills are
generated and allocated against WIP. Once the user clicks print the system will merge with the Word
Time Manager - Units or Hours ...clear view of template to produce a physical Word document file to a network folder. This file can be sent to clients via
email, fax or post and is stored automatically as a linked document on Clients Debtors Ledger.
WIP and Income...
DRIVE also creates an automatically prefilled email of a bill or statement. Once you have created and
allocated your bill you can then click print or email. Print will preview the bill in Word whereas Email will
create a pre-populated debtors email with the document file attached with the client email address as
Timesheet Drilldown well as update the client communication record with the email. The email will also have a text template
with accounts information in it.
Simple Time Recording
Partners and managers can often find it difficult and laborious WIP Analysis Ageing & Top 10's
to record time due to work pressures. The Generate Timesheet Monitoring Alerts
button on each communication makes it easier for partners to
update or put a note into their timesheets as they are doing
their daily work. Partner recovery rates improve greatly by this
Improved Billing Process Customer Quote
The traditional time input screen allows for users to post daily “The RTF billing is so much faster than our old system.
into a weekly timesheet. This means that everything a person
Hilary Haydon Chartered Accountants With staff recording their time online in DRIVE it is vital that bills are raised early. Billing has become faster and more efficient with
“Chasing timesheets is a thing of the past since we introduced DRIVE. We introduced their Too many firms leave raising a bill until weeks after the work is done.
has done for the week is displayed to them and they can amend clients receiving invoices by email. Drilldown on the
Timesheet Monitoring routine from day one and our WIP is the most up-to-date it has ever
debtors ledger will open the Word file to preview the
easily as required. Pass and Review options are available for been in the history of our firm. If you do not update your timesheet you cannot use any other
actually bill that was sent o the client."
certain access levels. application. Users have just got used to updating at this stage.” Raise your bills on DRIVE. This will automatically write down the WIP ledger for the
Gordon Wilson client, raise print or email the bill to your client. The system will update the Debtors
WIP write offs can be done during the billing process or as a Ledger for your client as well as update your Vat return. It will also post an entry
separate routine. WIP recovery allocations can be made at a Highlight Important Figures into the financial accounts for the practice.
““We now hand out charts to managers as part of our
staff or WIP code level allowing accurate allocations of profits Compare
? income strengths between partners, managers and departments. reporting pack which we discuss every Monday
and losses as well as accrued records. ? top 10 WIP, Debtors and Creditor balances alongside the ageing.
Highlight morning. The dashboards highlight figures in a way This is all done in one transaction and the time savings are substantial.
our previous reports did not."
View Non-Chargeable analyses.
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