Eliminate cumbersome and time-consuming manual proforma distribution and mark-up procedures. Elite Paperless Proforma is an intuitive, browser-based pre-bill distribution and mark-up solution that lets you reduce the chance of human error, speed the pre-billing process, and get invoices out the door faster.
- Simplify and expedite the proforma process for improved cash flow
- Minimize resource costs by reducing the paper usage within the pre-bill workflow
- Increase productivity with advanced features that allow for filtering, reporting, and scenario calculations
Paperless Proforma provides sophisticated auditing, tracking, filtering and reporting capabilities, and at a glance viewing gives staff the information they need in order to track timekeeper productivity and stay on top of productivity and profitability.
- Run different scenario calculations to achieve the correct balance in compliance with the firm’s billing policies
- Create audit trails of narrative and changes for firm-wide auditing purposes
- Filter pre-bill work lists by date, status, client, dollar amount, and much more
- Expand access to at-a-glance reports to manage the process
- Tighten audit exceptions with audit trails that can be created that allow for compliance with government regulations
- Defer pre-bills directly to archives, reducing the steps in the process and reducing accounting’s workload
- Switch between timekeeper profiles without entering and exiting the system
- Send email notifications automatically to designated recipients when a report is forwarded or has not been submitted by a timekeeper
- Monitor the number of pre-bill reports and the total financial value per timekeeper
- Drill down into the details of specific pre-bills to learn who the owner is and its status
- Track all narrative and status changes made to each pre-bill
- Interface mirrors traditional paper pre-bills, making the system easy to learn and use
- Expand visibility of productivity and profitability with wide range of pre-built reports for managerial review and analysis
Contact your Elite account representative by completing the Information Request Form or by calling +1 800-977-6529.