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SmartPractice Step-by-step Setup


Time is Money! No more billable hours lost. Say goodbye to lost revenue, incomplete time records and underutilised staff.

Recording Time

Capturing accurate time spent on projects and ad-hoc items is critical for accurate and timely billing of clients, and important to making informed strategic decisions. Implementing a single, intuitive time management tool that captures time and progress on any work item, including non-project or operational work, is essential for more accurate business results.

Create and monitor Projects

Create projects, budgets and allocate staff by using this tool. Time management systems should not only capture time, but also track progress so project managers can gauge the overall effect that actual time has on their initiatives. A unique function is the ability to "create multiple client projects", this enables you to set up a project with multiple clients that share a common task like VAT, PAYE and EMP 201 submissions, amongst others.

Incidental time

In addition to our conventional project timer we also have an Incidental timer. This section of our timer is unique, easy to use and fully integrated into the SmartPractice Toolkit. This timer is primarily used for all those "Just a quick question" situations you face daily. If there is no need for a predetermined project, just press start and after completion you log the time with the relevant notes. A quick access icon is available for an immediate start!

Billing your Time

To further reduce the time it takes to duplicate information, we are very proud to be able to invoice, review and approve hours directly from TimeSmart and it will automatically update your Sage One profile. This is a first for a Sage Independent Software Vendor (ISV). We also accommodate Pastel Partner and Xpress through invoicing in SmartPractice and then creating a batch that can easily be imported. We are also able to accommodate other major Accounting software packages, please contact us to enquire.