BTS Track and Bill 1.0 review
DownloadBTS Track and Bill is a handy project tracking and invoicing application, which provides multiple clients, projects, sessions, and invoices.
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BTS Track and Bill is a handy project tracking and invoicing application, which provides multiple clients, projects, sessions, and invoices.
Automatically generates invoices, and provides email and fax features.
Using Track and Bill BTS:
- Start the application
- Got to "Preferences", and fill out your Profile.
- Click on the "Clients" tab and select the "New Client" button to create a new Client. Enter the client information in the display list by clicking on each cell.
- To create a new Project, select a Client and click the "New Project" button on the right of the client display list.
- The new Project will appear in the "Projects" tab list display. Enter the name of the project.
- To create a new Session, select a Project from the "Projects" tab display list. Set the Session "Start" time by selecting the "Set" button in the Clock column of the sessions display list. When you have completed the Session, select the "Set" button one more time to set the Session "End Time". You may add notes to the selected Session by clicking the "Add" button in the Notes column. Notes may be updated at any time. Audio notes are not available in this version.
- You may delete projects, clients, and sessions by selecting the desired item to delete in the display list, and clicking the "Delete" button.
- To view Sessions for a particular Project, select the project in the "Projects" tab, and click the "View Sessions" button.
- to create an invoice, select the desired project to invoice, and click the "New Invoice" button. This will display a new invoice for the selected project under the Invoices tab, with a new invoice number. The invoice number is automatically incremented by one, based on your last invoice. Make any adjustments to the invoice here, and click "View Invoice" to display a sheet with the invoice. Your Session notes for the Project will be automatically entered in the "Services" text box. Edit the "Services" data, and select Done, or Print.
Issues:
- A bug in List Display. If you experience trouble with displaying sessions, clients, projects, or invoices resize the main application window.
For questions, bug reports, or constructive comments, please click the primo-media.com button.
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