Eventually Rates change. The Labor Rate and the Charge Rate increase due to raises. When they do, you can lock the past entries of everyone by 'freezing' them while making the change.
Check out the TOOLS Reference Guide BT-33, which is found in the Reference Guide on either the Bookkeeping Page or the Tools Page.
If you are using the Bookkeeping features, you know about Categories. Now you can set a monthly budget for each Category in the Categories Table. Go to Bookkeeping > Tools > Categories.
Enter a budget for each Category using positive numbers for income and negative numbers for expenses.
The table automatically shows the previous month’s total for each Category for easy comparison to your budget.
Menu buttons for quick access from the Admin page and from the Expense Report page have been added for convenience.
Architekwiki, who brings you MyCorbu, now has a new app to help you build a financial model of your firm; then use that model to make your firm stronger.
You can learn more here: https://www.architekwiki.com/afm.html
As a user of MyCorbu you can get the app for 2/3 off. Look for the discount code. On your Admin page, under ’Staff’, click the “Staff Details and Billing Overhead Factor Calculations” button. Or use this link:
Whether it is your custom to send Statements or not, there inevitably arises a situation where a reminder is in order.
To quickly create a Statement, go to Bookkeeping > Receivables. Then use the Search box to isolate a client, a project or an invoice.
You can ‘print’ a PDF in most browsers so that you have an attachment with all the breakdown (even aging) for a simple email statement.
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