eCandidus™ Desktop supports accounting functions in the following ways:

Time Tracking

You can track time spent on each work product entry for each associate and type of task.  This feature is engaged by setting the Billing/BillingMethod in the System:Settings screen to Logging.

This feature changes the History screen to display the following:

This allows each associate to assign a code and length of time for each entry in the history.

Also as part of the history you can display a summary of the time by selecting the Billing tab in the History screen:

This displays a summary:

You can obtain breakdowns by selecting the options shown on the listing at the right of the screen.

 

Time Billing

Time billing can be carried out within the eCandidus™ Desktop, or by linking with Intuit's QuickBooks.

Internal

You can track and bill time spent as well as unit charges on each work product entry for each associate and type of task.  This feature is engaged by setting the Billing/Billing method in the System:Settings screen to Billing.

Key	Use
Billing
BillingMethod	Sets the type of billing to be done None Feature disables Merged Create entry for merged documents and forms Logging Log time usage for each entry Billing Log time usage and maintain invoicing
BillingUnit	Describes the time span to serve as a billing unit   Minutes   Hours   Days   Weeks   Months   Years
InvoiceID	The next invoice number to be used
AssociateTypes	The types of associates in the office
TaxRate	The name of the tax rate

This feature changes the History screen to display the following:

More information on entering information on this screen is found in the History How To.

You can also use the Time:Sheet screen to enter billing and time tracking information.  You can view an analysis of the entries in the Time:Report screen.

A full step-by-step details on how to setup and use the Time Billing system can be found here.

 

QuickBooks

You can link eCandidus™ Desktop to Intuit's QuickBooks system by selecting QuickBooks in the Accounting/AccountingSystem in the System:Settings screen.

This features turns on the Third Party Time Billing features.