DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESS

Transcription

1 2016 Features DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESS

2 Let ArchiOffice take care of business, while you design great architecture. ArchiOffice is a beautiful time tracking, billing and project management software made for the modern architect. Whether you re working remotely or on-site, the software s intuitive and streamlined design allows you to stay organized and up-to-date on projects anytime, anywhere and on any device. It offers the mobility and freedom to run your firm across all major platforms. We make it easy for you to manage all your information in one place so you can get what you need, whenever you need it. Along with powerful business management tools to help you efficiently track employee workload, project budget and billing schedules, you have everything to speed up productivity while increasing profitability for your firm. Why choose ArchiOffice? Created by architects, for architects ArchiOffice is the simple solution for all your business management needs. It includes a brilliant document management system that organizes your proposals, submittals, RFIs and drawings in one place so you never have to search for disparate data again.

3 Welcome to ArchiOffice 2016 Welcome to ArchiOffice 2016 Designed to improve your cash flow, the latest version of the award-winning software for architects includes powerful new billing features to help you efficiently create, review, send and print invoices. With enhanced security and performance improvements, the latest version is beautifully engineered to work for you. ArchiOffice Power Your Office. Empower Yourself. 1

4 Draft Invoices to Project Leaders/Principals Streamline your billing process Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016, you can save time by ing draft invoices directly to project leaders or principals for immediate review. This can be done from the History and Outstanding tabs of the Project module. ArchiOffice Power Your Office. Empower Yourself. 2

5 Detailed Draft Invoices Project Description: PHU Science Center E INVOICE NUMBER INVOICE DATE PAYMENT DUE DATE OUR PROJECT NO. BALANCE DUE <1576> Jan 31, 2016 Mar 01, $7, Pre-Design 02 Schematic Design 03 Design Development 04 Construction Documents 06 Contract Administration Expenses Expense Type Basic Services 31, 2016 M Fee Summary Fee Summary Previously Invoiced Current Invoice Remaining Stipulated % phase Stipulated Amount billed % % Value of Amount % % completed co complete completed remaining $10, $10, $0.00 $0.00 D R A F T 3.28% % 3.28% $10, % $70, % $70, % $0.00 $ % 22.95% $85, % $70,000.00$85, % $0.00 $0.00 D R A 32.79% $100, % $100, % $0.00 $ % $85, % $40, % $38, % $1, $ % $100, % $305, % $303, % $1, $ % $40,00 Amount Blueprinting $5, Car Mileage $42.24 Hotel $ Moisture Meter $ Basic Services Total: $5, Expenses Total: $5, % Detailed Draft Invoices (B,P,E) You now have the ability to preview detailed draft invoices. This helps managers to review detailed work that was done during the period, thus useful for determining the amount to bill for their fixed-fee phases. ArchiOffice Power Your Office. Empower Yourself. 3

6 Project-Specific Invoice Numbering Project-Specific Invoice Numbering (E) You can now set project-specific invoice number sequences rather than global invoice numbers. This feature enhances the batch invoicing process for these projects. ArchiOffice Power Your Office. Empower Yourself. 4

7 Billing Instruction Notes Billing Instruction Notes (B,P,E) This is a simple, yet powerful, feature for project managers and billers. Using this feature, project managers can provide special instructions to the billers or accountants as to what they want done with the invoice or how to go about the billing. The projects that contain an instruction note will have an icon to visually indicate that a note is attached to it. ArchiOffice Power Your Office. Empower Yourself. 5

8 Default Message for Invoices Default Message for Invoices (B,P,E) No need to write the body again and again. You can put your default message for invoices in the Preferences screen. When the is created, that message will appear in the body of the in a section below the line break. ArchiOffice Power Your Office. Empower Yourself. 6

9 Invoices Restricted to Basic Services, Additional Services or Both Invoices Restricted to Basic Services, Additional Services or Both (B,P,E) No need to write the body again and again. You can put your default message for invoices in the Preferences screen. When the is created, that message will appear in the body of the in a section below the line break. ArchiOffice Power Your Office. Empower Yourself. 7

10 Batch Printing of Invoices Batch Printing of Invoices (B,P,E) ArchiOffice 2016 now allows you to print multiple invoices at a time. You can do this from the Billing module from either the Outstanding, History or Drafts tab. Simply select the invoices from the list and print. ArchiOffice Power Your Office. Empower Yourself. 8

11 Batch Printing of Invoices Search Criteria: -Invoice Date: From :01/01/2015; To :12/31/2015 Search Criteria: Sort by: Principal -Invoice Date: From :01/01/2015; Month Basic Services Add. Services Reimbursables Adjustments Tax Interest Sort by: Principal Monthly Billing Report Inv. Amount Howard Roark Jan 2015 $6, $ $0.00 $0.00 $0.00 $7, Month Feb 2015 $7, $0.00 $0.00 $0.00 $0.00 $7, Howard Roark Jan 2015 Mar 2015 $73, $ $0.00 $0.00 $0.00 $0.00 $74, Apr 2015 $91, $0.00 $70.00 $0.00 $0.00 $0.00 $91, May 2015 $122, $0.00 $23.50 $0.00 $0.00 $0.00 $122, Feb 2015 Jun 2015 $10, $0.00 $36.50 $0.00 $0.00 $0.00 $10, Mar 2015 Jul 2015 $83, $0.00 $35.70 $0.00 $0.00 $0.00 $83, Aug 2015 $82, $0.00 $4, $0.00 $0.00 $0.00 $87, Sep 2015 $57, $0.00 $0.00 $0.00 $0.00 $0.00 $57, Oct 2015 $78, $0.00 $20.40 $0.00 $0.00 $0.00 $78, Nov 2015 $55, $0.00 $12.75 $0.00 $0.00 $0.00 $55, Howard Roark Totals: $670, $ $4, $0.00 $0.00 $0.00 $676, Peter Keating Jan 2015 $72, $62, $82.50 $0.00 $0.00 $0.00 $135, Feb 2015 $108, $0.00 $68.10 $0.00 $0.00 $0.00 $108, Mar 2015 $80, $ $72.24 $0.00 $0.00 $0.00 $80, Apr 2015 $70, $1, $73.75 $0.00 $0.00 $0.00 $72, May 2015 $1, $0.00 $0.00 $0.00 $0.00 $0.00 $1, Jun 2015 $58, $0.00 $0.00 $0.00 $0.00 $0.00 $58, Jul 2015 $21, $0.00 $0.00 $0.00 $0.00 $ $22, Aug 2015 $29, $0.00 $5, $0.00 $0.00 $0.00 $35, Sep 2015 $36, $0.00 $0.00 $0.00 $0.00 $0.00 $36, Monthly Billing Report (B,P,E) Displays invoice details including basic and additional services, reimbursable expenses, adjustments, tax, interest and totals on a monthly basis. You can sort the report by project, principal, client, etc. ArchiOffice Power Your Office. Empower Yourself. 9

12 Memorized Reports in Grid List Simplify your user experience Memorized Reports in Grid List (B,P,E) This feature is more of an improved user experience. You can now view and manage all your memorized reports on a separate list in the report grid. Until now, these reports displayed in the grid list only when the related report was selected. ArchiOffice Power Your Office. Empower Yourself. 10

13 Enhanced Filters Enhanced Filters (B,P,E) We now have additional useful filters, such as Department, Project Leader and Client Company, across the application. These new filters are primarily available on the Outstanding, Drafts and History tab of the Billing screen. Also, you will see improved date filters across the application. ArchiOffice Power Your Office. Empower Yourself. 11

14 Drag/Drop and Ascending/Descending Sort Options Drag/Drop and Ascending/Descending Sort Options (B,P,E) One of the most powerful features this year is the new capability to drag and drop your team members in to the Project Team list. You can also sort your phases and job codes in ascending and descending order. ArchiOffice Power Your Office. Empower Yourself. 12

15 Enhancements to RFIs Enhancements to RFIs (E) We made four helpful additions to the RFI (Request for Information) details. You can now number each RFI, making it easy for you to identify. There s also a new Notes field allowing you to write detailed notes related to the matter but not worry that this will be included in the RFI report. Next, we added a new Status field so you can easily identify which RFIs are Open or Closed. Finally, we added a handy Days Due field to easily identify how many days are left before you have an RFI scheduled to be returned or be notified that an RFI is past due. ArchiOffice Power Your Office. Empower Yourself. 13

16 Brand New Engine Financial Reports Subtotal by Group (B,P,E) For reports that are Sorted or Grouped, we now include the total for that grouping. For example, if you run the Accounts Receivable report and group by Project Leader, you will now see the total receivables for each of the individual leaders. Brand New Engine (B,P,E) ArchiOffice 2016 uses the latest and most powerful Dot Net 4.5 engine. Not only will it work with the latest version of the operating system such as Windows 10, you will also notice significant performance improvements in the application. ArchiOffice Power Your Office. Empower Yourself. 14

17 Set Your Own Password Policy Secure your business information Set Your Own Password Policy (E) If you are security conscious, this feature is for you. ArchiOffice 2016 allows you to set your own password policy, such as enforcing a strong password and resetting a password after a set number of days. ArchiOffice Power Your Office. Empower Yourself. 15

18 About BQE Software BQE Software develops innovative practice management software for professional services firms. Its products, including BQE BillQuick, and BQE EngineerOffice, simplify the way firms enter and use information for time tracking, billing, project management and accounting. This allows them to make informed decisions faster, improve productivity and increase performance. With more than 350,000 users worldwide, BQE software is trusted by leading accountants, architects, attorneys, engineers, IT specialists and business consultants. Want the inside scoop? Join our Facebook and LinkedIn user groups. Facebook.com/groups/archiofficeusers Linkedin.com/groups/ Follow Us

19 World Headquarters North & South America 3825 Del Amo Boulevard, Torrance, CA United States of America Tel: (855) (toll-free) +1 (310) Regional Offices Australia, New Zealand & Asia Level 40 North Point Towers, 100 Miller Street, North Sydney NSW 2060 Australia Tel: (toll-free) +61 (02) Europe, Middle East & Africa Crosshaven Co. Cork Ireland Tel: For more information, visit or call (855) BQE Software Inc. All rights reserved. BQE, BQE logo and ArchiOffice logo are registered trademarks and/or registered service marks of BQE Software Inc. in the United States and other countries. Other parties trademarks or service marks are the property of their respective owners.