Administration Module

SmartBiller Administration (SBA) system enables synchronisation of time based on; project, job number, client and employee all with an auditable checking and approval process and management reporting. Data output is achievable in many formats including automatic integration.

The SBA module is supplied as a hosted web based server application. With the hosted solution upgrades and updates will automatically be applied to the solution by SmartBiller limited as part of the subscription service.

The SBA module provides a central location to setup information that will be pushed to all SB user applications each time they synchronise i.e. adding a new customer or editing an existing customer. The customisation of company specific labels and terminology can also be controlled from SBA providing for easy system management.

SBA provides the following functions:

  • Centralised collection of time entries from all team members
  • Audit trail of synchronised (imported) time entries and subsequent time entry adjustments
  • Centralised setup for:KPI
    • Customer Records
    • Cost Centre Records
    • Person  Records
    • Category Records
    • Security Roles
    • Rate Records
    • Rate Factor Records
    • Custom Attributes
    • Options
    • Label Settings
    • Management reporting functionality for clients and team members
    • Key Performance Indicators (KPI) for both individual team members and total tea
  • Filtering of input information to view data by
    • Customer
    • Cost Centre
    • Person
    • Category
    • Work Order
    • Date Range
    • Rate
    • Timer Status (running, paused, closed)
    • Client Rate
    • Supplier Rate
    • Approved
    • Export of filtered data sets into Word, excel, csv formats
  • Summary Reporting of filtered data sets
  • Ability to bulk update filtered data sets
  • Ability to Approve and lock time entries from further editing based on an individual users assigned security role i.e. Manager or Accounts.
  • Integration with MoneyWorks accounting to enable seamless invoicing of approved time entries by client job or project. When SBA is integrated with MoneyWorks then SBA will provide a single point of data entry for many of the client, cost centre, person & product fields required to be setup or maintained in MoneyWorks.
  • Integration with SmartTasks management software to ensure Work Order number generation matches with client and cost centre. SmartTasks also allows for real time tracking of project budget when integrated with SBA. When SBA is integrated with SmartTasks then SBA will provide a single point of data entry for many of the client, cost centre, person & category fields required to be setup or maintained in SmartTasks.
  • An Application Programming Interface (API) to allow integration with other line of business applications.