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SoftSys Project Enterprise 5.0, page II

AR Invoicing
Summary and detailed AR Invoicing with optional billing methods. 
AR retainage/holdback tracking and separate retainage invoicing. 
View invoices on screen before printing. 
Select alternative remit to addresses. 
Summary and detailed full and partial AR Credit note capability. 
Bill from the estimate, contract or active job (Time & Materials) data. 
User defined invoice forms easy to create using Forms Designer. 
Proforma invoices facilitate recurring billing, and invoice pre-authorization. 
Generate invoices from previous quotes and proformas. 
View previous invoices on demand. 
Bill all jobs, one job, or individual parts of a job at a time. 
Optional fields for greater invoicing flexibility. 

Purchasing


Purchase Order Requisitions
Create from the estimate bill of materials, from inventory, from price 
   lists or on the fly. 
Functions as an additional level of purchasing control, or as an 
   RFP manager. 
Requisition forms are automated, and can be easily customized 
   using the Forms Designer. 


Purchase Orders
Evaluate committed cost and instantly by vendor, by project, 
   or company. 
Allocate and receive items on one PO to multiple jobs and 
   inventory locations. 
PO forms are automated, and can be easily customized using 
   Forms Designer. 
Order based on preferred suppliers. 
Order based on material shortages. 
Generate purchase orders from one or multiple requisitions 
Generate purchase orders by estimate project or detail materials. 
Generate purchase orders from past purchase orders or templates. 
Generate Purchase orders based on inventory shortages. 
Add Items on the Fly in PO - inventory item master file updated 
   automatically upon receipt of items. 
Add items to Purchase Orders from price lists, or inventory using the
    last cost default. 
Generate POs for non-inventory items (subcontractors and services) 
   and receive to jobs. 
Unlimited shipping addresses. 
User Definable alphanumeric PO number prefixes. 
Number to 12 characters or use system generated sequential numbers. 
Cancel Purchase Orders to lockout receipt. 
Reopen POs with Permissions. 
Allow Negative Purchase Orders/RMAs. 
Quick lookup of Historical POs, Requisitions, or Invoices by supplier, 
   number, or date 
Print multiple copies of Purchase Orders and Requisitions. 
Edit printed Purchase Orders with permission. 
On-Screen Drill Down Reporting
Quickly access margins, variance, percent complete by job, 
    or detail via Navigator. 
Use Navigator to drill down to transactions by job or detail. 
Drill Down variance reports: view project labor, material, and 
   expense variance, right down to the item level. 
Drill down job audit trail - double-click to view entire transaction. 
Access the detail audit trail, which lists transactions for the 
   selected detail. 


Time & Billing


Timecards
Record employee time and expense data, and allocate easily to 
  one or multiple jobs. 
Fully customizable timesheet: set cell defaults, move and remove 
  columns, edit labels. 
Connect to SPE databases on server or use local customer, job, 
  employee, expense, and equipment data. 
Independent permissions and usage monitoring. 
Add or import an unlimited number of projects, phases, and details. 
Selectively import job, employee, customer and equipment 
   information from Project Enterprise. 
Have employees enter their own time, or one payroll person enter 
   all time. 
Unlimited earnings codes track individual costs of employees. 
Unlimited billing rates can be assigned to employees, projects and 
   customers. 
Incorporate shift schedules, overtime schedules and compensation 
   codes by employee. 
Track equipment usage with employee time. 
Assign percentage markups to labor and expenses. 
Timecards can be submitted to group managers for approval before 
   processing. 
Multilevel timesheet approval process. 
Mouseless data entry with hotkeys. 
Submit timecards securely over the Internet with RealTime & Billing. 
Send timecard data to payroll software. 
Independent reporting system. 
Edit internal line item dates with pop - up calendars to reduce date 
   errors. 
Copy and paste cells in timesheets. 
Record payroll hours and billable hours independently. 
E-mail Timecards to from remote locations. 


Equipment Usage
Apply equipment burdens to equipment including setup and variable 
   rates per item. 
Apply equipment prices to equipment including setup and variable 
   rates per item. 
Set up separate GL credit accounts for each equipment item if desired. 
Maintain alphanumeric equipment IDs to 12 characters. 
Maintain alphanumeric equipment type descriptions to 20 characters. 
Maintain alphanumeric equipment serial numbers to 20 characters. 
Maintain purchase dates. 
Maintain equipment descriptions to 512 characters. 
Include unlimited Units of Measure (i.e. minute, hour, etc.). 
Click a cell in timesheets to access equipment number. 
Extensive equipment usage reports in Project Reports. 


Expense Tracking
30 character alphanumeric Expense item Descriptions. 
18 character alphanumeric Expense item Codes. 
Enter direct expenses like travel and mileage right in the timecard, 
   using flat rate or calculations. 
Import direct expenses from Project Enterprise. 
Unlimited expenses available with specific GL account mappings. 
Reimburse employees using AP invoice functionality.