Features
The whole back-office in one app
Eight modules wired together so you stop reconciling spreadsheets and start seeing your numbers honestly.
Clients
- • Track every client with billing address, payment terms, default currency and credit balance.
- • CSV import gets your existing book in minutes.
- • Per-client statement shows every invoice, payment and credit note with a running balance.
Employees
- • Hourly, salary and day-rate employees, each with a pay rate and a separate billable rate.
- • Standard weekly hours, overtime multiplier, optional unpaid-break auto-deduct.
- • NI numbers and bank details are encrypted at rest.
Jobs
- • Time-and-materials, fixed price, retainer or milestone billing models.
- • Per-job profitability hub: hours, labour cost, expense cost, margin £ and %.
- • Tabs for timesheets, expenses, quotes, and invoices linked to the job.
Timesheets
- • Direct hours entry or start/end times. Break minutes, overtime, status workflow.
- • Pay rate auto-fills from the employee; billable rate from the job → employee.
- • Email a copy to the employee for confirmation.
Expenses
- • Net amount, VAT rate or exempt flag, gross auto-computed.
- • Receipt upload to local disk or S3-compatible storage.
- • Mark billable to client with a markup percentage.
Quotes
- • Multi-line, per-line VAT (20% / 5% / 0% / exempt), banker-rounded totals.
- • Auto-numbering, configurable format. Clean PDF render.
- • "Mark accepted" creates a linked job in one click.
Invoices — the magic flow
- • "Bill from job" pulls approved billable time and expenses, plus optional manual lines.
- • Live revenue / VAT / cost / margin shown as you build the invoice.
- • Partial / full / overpayment recording. Overpayment banks as client credit.
- • Recurring invoices and credit notes, both with their own audit trail.
Reports
- • Aged debtors, revenue by client, hours by employee, job profitability ranked by margin.
- • Every list exports CSV.