The Professional Practice Management (PPM) system is a comprehensive time/expense accumulation and billing application. Time is entered by the staff into the PPM database via the Time Entry application. Billing can be performed by partner or by staff in the billing department on-screen. Statements can be reviewed for accuracy, corrected and printed for distribution. A full set of management reports can be generated on demand for in-depth analysis of employee productivity and client service.
PPM was designed around a multi-user relational database providing flexibility for all users. Tables contained in the PPM database include:
- Client - Contains all clients and demographics about customer base
- Professional - Contains data about all of a firm's employees
- Work Description - Contains classifications for work performed (billable & non-billable)
- Billing - Contains all billing and collections data (current & historical)
- Timesheet Detail - Contains all timesheet detail for work in process and billed activity
10 Major Advantages
- Simplicity of use, yet all information is stored in a ODBC compatible database where individual detail is capable of being retrieved at any point.
- All reports can be previewed, saved to a file, or printed.
- Flexible Windows features are available including Microhelp, Toolbar, and Dynamic Sorting.
- Most reports are in month and year to date format.
- As can be seen from the basic screens, there are icons for many of the shortcut keys.
- The time entry screen available for each accountant is simple and easy to use, including a stop watch feature.
- Online help and detailed billing history are available.
- Flexible and interim billing are simple and can be done on demand.
- Budgeting by professional.
- Object level (Window/Controls) throughout system.
System Requirements
Clients - 386 PC or better with 4 meg of RAM running windows 3.1x , Win95 or NT 3.51 Server - Novell 3.1x, Novell 4.x or Windows NT Advanced Server 3.51