Unity’s time and fee billing system is flexible enough to meet the needs of the most demanding company. Time and expenses can be entered in a controlled manner with management reports to monitor staff performance. Bills can be created ad-hoc or in regular bill runs and once confirmed the billing system is integrated with your office books to enable effective debtors management.

time sheets
Chargeable and non-chargeable time can be quickly and easily entered into your time sheet. You can edit or delete this time until it has been authorised or billed. The optional time sheet authorisation process allows managers to review staff members’ time before it appears in work-in-progress.

expense entry
Rechargeable disbursements you need to bill to clients, such as postage and courier charges are entered directly into the work-in-progress in batches. This system allows you to quickly post lists of charges for multiple clients. Unbilled batches can be edited or cancelled.

setting up a client
Click ‘New’, choose a default billing currency and bill host and you have set up a client for billing. You can then add standard charges from a pre-defined list and record time and expenses. Clients can subsequently be set to ‘inactive’, allowing you to continue billing but restrict other users from charging further work-in-progress to it.

multiple bill hosts
You can create as many bill hosts as you require. A bill host is an in-house company that is billing a client. It will therefore have a separate accounting ledger. This allows you to run different companies from within the same Unity package.

multi-currency billing
The link into the accounts lets you select a debtors account in any currency from the bill host’s ledger. The debtors account currency will determine the currency of the bill. The value of the work-in-progress is translated from the base currency into the bill currency at the exchange rate of the day.

reviewing work-in-progress
If you need to cancel or transfer any work-in-progress you can use the work-in-progress review screen. All transfers and cancellations are carried out with a full audit log.

billing a client
Bills are first prepared in ‘draft’. The work-in-progress is allocated to the bill at this stage. You can print and amend draft bills as required. Once satisfied with the bill, confirming it writes the appropriate accounting entries. The narratives are defaulted which allows swift bill creation, however for more complex bills the narrative can be overwritten with up to 4000 characters. With this powerful screen you can write up, write down, write off and carry forward work-in-progress to create the perfect bill.

credit notes
Any bill can subsequently have credit applied to it either fully or partially. The credit note raised by this process can be printed if required.

cash receipts
Receiving cash against a bill in Unity is easy and flexible as you only need to post a normal accounting batch in your office books. The normal functions for analysed accounts in the posting screen can be used to lookup outstanding bills and balances for any client as you post. Overpayments, underpayment, transfers to bad debts or gain/loss on exchange can easily be posted from here.

group billing
This function allows you to raise draft bills for all clients or groups of clients at the press of a button. These bills can include the standard fees set up in standing data and/or any current work-in-progress.

bill review
The bill review screen acts as the central review location for all bills and credit notes. You can filter this form by bill host, person who raised the bill, bill number, amount, date or outstanding amount. From this form you can also edit a draft bill, confirm one or a range of draft bills, cancel a bill, start a credit note or print one or a range of bills.

reports
With the time and fee reports supplied with Unity you can print out management reports on client and staff performance, work-in-progress and aged debtors.