![]() Other useful features are the Kanban board which helps create and move project workflow through ordered and logical steps, an Automatic Time Tracking system to monitor and clock in tasks at appropriate times, the Gantt Chart – a scheduling tool that shows how tasks on the timeline are related to each other, to name a few. You can also schedule your resources appropriately by assigning tasks, monitoring employee activities and availability, making changes in your plans via the timeline. You can visually manage your work, team members and time bookings all in a well-formed timeline. A bird’s eye view is provided to show an overview of projects or you can alternatively switch to an advanced task view for a more detailed description. Impressive Real Time Task Management with a smooth keyboard-friendly inline editing enables you to change or add tasks quickly, organize similar tasks into lists and reorder tasks. With features all aimed at making work as easy as possible, Paymo is a valuable utility software for a work team. Paymo is a project management software that helps your team manage the entirety of a project right through, from conception through to the very conclusion. Integrations with QuickBooks and Xero enables them to use ActiveCollab time records to generate invoices. Payments can be tracked with statuses such as unsent, sent, partially paid, or paid. ![]() Payment gateways and recurring invoices can be set up as well. Users can also add branding using the Invoice Designer and send it directly from ActiveCollab. Invoices can be created according to the tracked times for accurate billing. The tool also lets users track times for the team members and use the data to evaluate and estimate timelines. Meetings, tasks, and statuses can be viewed at a glance by every authorized personnel. The collaboration features and centralized communication makes for quicker messaging, comments, feedback and file sharing without the need for scattered emails. It allows users to organize their entire work including tasks, communication, team members, and files with a single app. What is ActiveCollab and how does it work?ĪctiveCollab is a project management tool. If you want to learn more about the Projects Feature within QBO or need any assistance with set-up, training, or Financial Reporting when using QBO, I’d be happy to talk with you.ActiveCollab pricing: Starts at $8.0. However, keep in mind the limitations (one Hierarchal level and billing to the Customer address). If your business is a candidate for the Projects Feature within QBO, it provides much more powerful and efficient reporting than using Sub-Customers. Transaction processing can be much more efficient.Unlike Sub-Customers, where reports are created manually, there are three defined project reports with Projects.Drilling into the project itself, gives even more information on the project.The fields including information on the Income, Costs, Profit Margin and time worked on each project. There is a Project Dashboard in which you can view all projects in one place.What are the primary benefits of using Projects?īelow are some of the primary benefits of using the Projects Feature If your business model can work within these constraints, you are most likely a candidate for projects. Projects requires you to bill the project with the customer unlike sub-customers which can have a different billing address than the customer.This is different than the Sub-Customer set-up. What this means is a customer can have a project or multiple projects but the projects themselves cannot have sub-projects. You can have only one hierarchical level for projects.Requirements of using Projects Feature include: If your business flow can work within the requirements of Projects, it can be a very powerful tool for tracking the results of the “Projects” of your business. In some ways, Projects is similar to the Sub-Customers functionality, but in other ways, it is very different. Quickbooks Online (QBO) has added the Projects Feature to QBO.
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