Once they've been marked as approved, then - and only then - they'll appear on an invoice. In the sidebar, you'll see a new "Approvals" option. Now a manager can approve any time slips submitted by an employee before they make it to an invoice. The big change is, of course, multi-user support. Each looks super and can easily accept your logo. First, you'll notice that it features additional invoicing templates, bringing the total number of options to more than 30. The desktop software looks just like Billings, with some subtle and some major changes. In our testing, this feature worked without a hitch. The same goes for all your iPhone-wielding employees. If employee Jane is out in the field and charging by the hour with her iPhone, that data will get sent to the manager's desktop automatically. Server runs invisibly in the background and synchronizes everything about every five minutes. With Billings Pro Server running, those granted Billings Pro Touch access can connect to the database from anywhere at all.
From there, you're all set and ready to begin work. Additional users, most likely the First User's employees, can have varying degrees of access. The "First User" should be treated as the administrator and will have full access to everything. From there, set up a backup routine (time and destination) and create your Switchboard account (a free service for Billings Pro customers).įinally, you'll create users. You'll have to create a database from scratch (or easily import from Billings if you've been using it) or restore from a backup. Next, run the installer, which will walk you through the setup process. Note that any Intel Mac running Snow Leopard 10.6 will do you needn't employ a server-grade machine. Here's how to set up Billings Pro Server:įirst, designate the Mac that will act as the server. It's super convenient and makes port forwarding much easier to set up than it is with Daylite Server (though we're told this feature could make it to Daylite Server someday). The nice thing is that even if your server has a dynamic IP address that changes frequently, Switchboard will keep this sorted and your software connected. Server, in collaboration with a service called Switchboard, communicates the server machine's IP address to Billings Pro and Billings Pro Touch. There are three parts to this solution: Billings Pro Server, Billings Pro Touch for iPhone, and Billings Pro for the Mac. Click the link below to read the full report and see additional galleries of screenshots from Billings Pro Touch and Billings Pro for the Mac. We were able to spend some time with Billings Pro, and we're happy to offer our review.
While many independent workers have enjoyed Billings and Billings Touch for years (myself included), small business owners with several employees have been left out. This major release introduces support for multiple users, server software, and new client side applications for both the desktop and iPhone. Billings Pro builds upon the award-winning (2009 Apple Design Award) client-tracking and invoicing software, Billings, by Marketcircle.
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