M
Matt Shepherd
Hi all,
My name's Matt Shepherd, and I work for a translation and
English-language services company in Sherbrooke, Quebec. We've been
growing recently and now have five employees.
At the moment, we have over a hundred clients. A typical day can see
up to twenty small jobs passing through the office. Until now, we've
been using a logsheet system I created in Microsoft Access to manage
our workload.
The thing is, our accounting person has to copy all of our logging
information (time worked on documents, word counts, per-word rate
(which varies), job details, etc.) onto every bill she makes in SA.
It's an incredible time-sink.
I'm wondering if anyone could recommend some sort of task-management
software that meshes with SA seamlessly. The ideal would be software
that tracks the following elements:
Job name
Date due
Client name
Contact name
Who did the work
Word/hour count
Rate per word/hour
Delivery Date
Details
and can automatically convert that information into a bill, preferably
with just the push of a button.
SUPER ideally this would be information that all computers in the
office could access, but having the added efficiency of an accounting
program/scheduler is worth losing that feature.
I've tried researching various scheduler programs, but they mostly
seem geared towards large jobs/many departments, not small jobs/lots
per day. And our accounting person doesn't want to switch from SA (the
move from MYOB was hard enough), so SA integration is essential.
Suggestions welcome!
Thanks!
My name's Matt Shepherd, and I work for a translation and
English-language services company in Sherbrooke, Quebec. We've been
growing recently and now have five employees.
At the moment, we have over a hundred clients. A typical day can see
up to twenty small jobs passing through the office. Until now, we've
been using a logsheet system I created in Microsoft Access to manage
our workload.
The thing is, our accounting person has to copy all of our logging
information (time worked on documents, word counts, per-word rate
(which varies), job details, etc.) onto every bill she makes in SA.
It's an incredible time-sink.
I'm wondering if anyone could recommend some sort of task-management
software that meshes with SA seamlessly. The ideal would be software
that tracks the following elements:
Job name
Date due
Client name
Contact name
Who did the work
Word/hour count
Rate per word/hour
Delivery Date
Details
and can automatically convert that information into a bill, preferably
with just the push of a button.
SUPER ideally this would be information that all computers in the
office could access, but having the added efficiency of an accounting
program/scheduler is worth losing that feature.
I've tried researching various scheduler programs, but they mostly
seem geared towards large jobs/many departments, not small jobs/lots
per day. And our accounting person doesn't want to switch from SA (the
move from MYOB was hard enough), so SA integration is essential.
Suggestions welcome!
Thanks!