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Troika Time & Billing
Troika Time & Billing is part
of the Troika platform and integrates fully with clients
in Troika Wealth Management and Troika Administrator.
The system provides a complete solution to your needs
and avoids duplication of information that can occur
if using poorly integrated systems.
The risk of errors is reduced dramatically and efficiency
is improved as a result.
Troika
Time & Billing puts you in charge and improves
the quality and usefulness of your data.
Overview:
- Fully
integrated with Troika Wealth Management & Troika
Administrator
- Multiple
time capture options as standard
- Multiple
rate structures can be applied to any client
- Export
information to other enterprise accounting software
- Wide
range of charge calculation options
Feature list:
- Time
Capture
- Multiple
desktop stopwatches
- Several
stopwatches can be used at once
- All
tasks recorded with options to add notes and remarks
at any time
- Time
sheet entry options also provided
- Record
time entries quickly for any client, for any task
- Track
Chargeable and non-chargeable time easily
Charging
- Multi-layered
staff, tariff structure and charge out rates
- Set
rates, activity codes,
and descriptions for any task
- Post
disbursements easily and accurately for billing
- Optional
minimum charge levels and default standard charges
- Charges
can be calculated in various ways;
- User
defined tasks
- Individual
charge-out rates
- Periodic
standing charges
- Disbursements
& expenses
- Ad
Valorem charges based on market values of each
portfolio or investment type
- Transaction
charges
- Percentage
charges on bank balances
Billing
& Reporting
- User
definable billing periods
- Advance
billing and discount options
- Write
off time and carry forward WIP as required
- Easily
select items to bill
and define the bill presentation
- Comprehensive
reporting
- Aged
WIP analysis and WIP reports by various selection
criteria
System
- Automatic
tracking of Work In Progress and Profit/Loss
- Client
enquiry screens to access information quickly
- Intuitive
user interface
- No
limit to the amount of history kept on the system
- Fully scaleable system
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Finapps Limited - The Round House,
Leonardslee Gardens, Brighton Road, Lower Beeding, Horsham,
RH13 6PP
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