Improve your OutlookMicrosoft Gold Certified Partner

Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
Search Full Text
Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Monitor Work-in-Progress

Credenza Pro makes it easy to stay on top of all unbilled fees and expenses. The WIP view in the Billing Module provides all the necessary information at a glance so you know where you stand on each of your files. You can see the unbilled fee, expenses and total WIP for each, plus trust account balances as well as the date of the last invoice.

WIP view of Billing Module

The WIP view provides a great snapshot of your unbilled work so that you can easily track the billing levels.

 

 

 

 

 

 

 
 

 
Privacy Policy / Site Map / Contact Us
Follow us on Twitter
CREDENZA is a registered trademark of Credenza Software Inc. Microsoft, Outlook, the Office Logo and Windows are trademarks or registered trademarks of Microsoft Corporation. All other trademarks are the property of their respective owners.