Is AC appropriate for our business?
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Hi all,
I work at a small web development company in Melbourne (with around 5 - 7 people working at any one time), and we have been trialling the hosted demo of AC. This product looks fantastic, and it feels like something that would probably be perfect for our situation. Using the trial we have been able to do a lot of the things we need, but there is still a few things we need cleared up before we decide to purchase a full license. If someone (or a few people here) have a couple of minutes we would really appreciate any help and suggestions to help us get this running to it's full potential for us.
Very basically, we need this software (or something like it) to manage our hourly billing, to make it easier for our accounts department to know what to bill our clients. Our current process (as terrible as it is) is essentially as follows :
1. We write up the weeks current jobs on our (physical) whiteboard
2. The board is used to divide the work between each of the people working in the office
3. We then head off and do the work, usually adding smaller extra jobs as we liaise with the client over phone and email
4. Each person logs the hours it takes to complete each job or task on a personal spreadsheet
5. At the end of the week, someone merges all the hours into one spreadsheet, and that file is passed onto accounts
6. Accounts essentially cuts and pastes the hours and task descriptions into Quickbooks, and the clients are billed accordingly
We have managed to replicate most of the things we need (in a MUCH better way with activeCollab), but my questions are as follows :
1. Can we export ALL time/tickets information for all the weeks projects/clients, in ONE csv file? It seems to only be possible at the project level, which would be very time consuming.
2. If we host this locally, is it relatively (given that we are all developers) easy for one of us with php knowledge to remove unwanted tabs within the project windows, since we essentially only need tickets and time?
3. Can anyone suggest a good way to set up our clients within this program, to best compliment our workflow?
4. Is this software even appropriate for us? Is it overkill, completely inappropriate, and can you suggest something that may work better for us?
I know this is a lot to ask of you all, but ANY suggestions and help you can provide would be EXTREMELY appreciated.
Thanks,
Matt
I work at a small web development company in Melbourne (with around 5 - 7 people working at any one time), and we have been trialling the hosted demo of AC. This product looks fantastic, and it feels like something that would probably be perfect for our situation. Using the trial we have been able to do a lot of the things we need, but there is still a few things we need cleared up before we decide to purchase a full license. If someone (or a few people here) have a couple of minutes we would really appreciate any help and suggestions to help us get this running to it's full potential for us.
Very basically, we need this software (or something like it) to manage our hourly billing, to make it easier for our accounts department to know what to bill our clients. Our current process (as terrible as it is) is essentially as follows :
1. We write up the weeks current jobs on our (physical) whiteboard
2. The board is used to divide the work between each of the people working in the office
3. We then head off and do the work, usually adding smaller extra jobs as we liaise with the client over phone and email
4. Each person logs the hours it takes to complete each job or task on a personal spreadsheet
5. At the end of the week, someone merges all the hours into one spreadsheet, and that file is passed onto accounts
6. Accounts essentially cuts and pastes the hours and task descriptions into Quickbooks, and the clients are billed accordingly
We have managed to replicate most of the things we need (in a MUCH better way with activeCollab), but my questions are as follows :
1. Can we export ALL time/tickets information for all the weeks projects/clients, in ONE csv file? It seems to only be possible at the project level, which would be very time consuming.
2. If we host this locally, is it relatively (given that we are all developers) easy for one of us with php knowledge to remove unwanted tabs within the project windows, since we essentially only need tickets and time?
3. Can anyone suggest a good way to set up our clients within this program, to best compliment our workflow?
4. Is this software even appropriate for us? Is it overkill, completely inappropriate, and can you suggest something that may work better for us?
I know this is a lot to ask of you all, but ANY suggestions and help you can provide would be EXTREMELY appreciated.
Thanks,
Matt
