As promised, we are bringing you Time Billing automation to Shockey Monkey before Christmas. It is live now and available to all Shockey Monkey portals for free. It automates the process of billable time entry review, approval and invoice creation. We worked very hard to make it simple and intuitive, please click on the screenshots for a better view. How does it work? The automation of billable time is quite simple and a core part of the Shockey Monkey automation. Just click on Accounting and select the Billable Time tab. Here you will see all of your time entries that need to be reviewed and approved. Under the company dropdown you can filter by the companies that have (uninvoiced) billable time waiting for review. Each billable time entry is here and can be edited – notes, time, rates – everything can be changed. Because what you approve here will end up on the invoice we wanted to give you a single screen to review activity, correct spelling mistakes, correct time entries and make the necessary adjustments.
Make the necessary adjustments. In our discussions with many of you, adjustments play a big part of your accounting so we wanted to make it a single-screen effort without refreshing and popup windows.
Once you’re done with your approval, just add it to the invoice. This is where it gets tricky – it depends on how you bill and when you bill. Some bill at the beginning of the month and add the hours to the invoice that has the managed services fee. Some bill one week at a time and have a new invoice every time. Some separate time and materials. Some do it at the end of the month. However you do it, Shockey Monkey will work. Select if you want to add the time to an existing invoice (if you prefer to give people a single invoice with everything on it) or create a new invoice. The screen below illustrates how to add the time entry to an invoice.
You can make adjustments to the invoice as usual, add any other items and work from there.
According to several of our partners, “this makes Shockey Monkey accounting actually usable now” as it completely automates the billing process for a lot of service providers that do hourly or project work. It is also flexible enough to let you clean up the mess that is inevitable when you’re pressed for time and not taking full notes. It also adjusts well when you want to make your invoices fair. We are making it available free, to everyone. Right….. now For full details and the feature walkthrough as well as the business case scenarios, please check out the quick videos Hank and I put up for your enjoyment.
Happy Holidays. |
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