System Compatibility:
- Mac OS X versions 10.2, 10.3, 10.4, 10.5
- Power PC and Intel Based Macs
- Windows XP, ME, 98, 2000, Vista
General Tracking Features:
- Track Clients
- Track Projects
- Track To Do's
- Track Debt/Credits and Work items
- Track Invoices
- Track Reports
- Track Incoming Payments
- Contact Logs, with customizable filterable Types
- Accounting information including business expenses and recurring expenses
Project Tracking:
- Track Project Information such as name, start date, due date, more
- Track Project Categories and Statuses (based on customizable lists)
- Live/Non Live Feature allows you to archive the Project within the program
- Color code Projects based on Category, Status, or Custom colors
- Unlimited Custom Project Fields know as Project Specs
- Project Spec suites allow you to easily add Multiple Specs to a Project
- Track Project Related Files on your local machine
- Project File Actions automatically start and stop timers when opening and closing project Files
- Access, Download, Upload, and Check-Out Served Files from your Studiometry Server
- Project-Specific Default timers and Timer rounding
- Associate a Project Image for each Project
- Project Specific Tax settings and Tax behaviors
- Pro-Bono Project Options
- Public/Private Project Options with the ability to assign or block employees from each Project
- Project Notes and Logs
- Project Default Currency
- Track Project Work item as Debt/Credits
- Create Invoices from tracked Work items
- Project Templates based on To Do and Spec suites will automatically set up your Project upon creation
Project Planning:
- Project amount Quoted and Estimated hours fields
- Project Budgeting, Estimating, and Quoting features
- Specific hourly and amount totals and comparisons for each Debt/Credit type
- Printable Estimates and Quotes
- Generate Estimates and Quotes using the Reports features
- Project Specific GANTT chart
- GANTT chart dependencies
- GANTT chart employee assignments
- GANTT chart milestones
- GANTT chart color coding
- Project specific To Do's
- Assign Employees to specific projects
- Associate Contacts with specific projects
Work/Expense Tracking:
- Track billable items and expenses
- Track hourly work items via Timers and Time Sheets
- Track recurring expenses
- Track discounts and deposits
- Description List Tracking capabilities will Auto-Fill common Work Item Descriptions
- Customize Debt/Credit types with default rates and tax settings
- Non-Billable Option for tracking work that will not be added to invoices
- Track Quantity and Unit Price, also allowing you to use the built in Inventory features
- Mark-Up Options
- Per-Item Rates and Hour tracking, with individual Ran-Times
- Per-Item Tax options allow you to assign specific taxes to specific types or items
Time Sheets:
- Enter large amounts of data quickly using the Time Sheet features
- Studiometry automatically assigns rates based on your settings for Client, Project, and work type
- View Time Sheets based on Client, Project, Employee, and Dates
- Print and Export filtered Time Sheets
Rates and Timers:
- Keep and unlimited amount of Rate types
- Assign Rates based on employee, client, project, or specific
- Associate timers with specific employees
- One-Button Timer starters for each Client/Project using specified rates
- Run One or Multiple Timers simultaneously
- View Real-Time totals for all timers
- Idle-Time alert options give you the ability to keep or remove billed time when your computer goes idle
- Enter large amounts of work using the Enter Time Sheets feature
Client/Contact Tracking:
- Client Name, ID, Email, Address, Notes, and more
- Track Client Category with customizable list of categories
- Live/Non Live Feature allows you to archive the Client within the program
- Track Projects, Contacts, To Do's, and Payments associated with Clients
- Track an unlimited number of Contacts for each Client
- All Standard Contact information fields including Names, Title, Email, Address, Phone Information, and more
- Contact Picture used throughout Studiometry
- Contact Billing information Tracking
- Contact Log Tracking Capabilities
- Contact Notes
- Syncing Options on a Per Client basis for Apple's Address Book
- One Button map and direction lookup with the ability to specify which map site to use
To Do/Event Tracking:
- To Do Tracker for filtering, viewing, editing, and printing lists of To Do's
- Description List Tracking capabilities will Auto-Fill common To Do Descriptions
- Assign To Do's to Clients or Projects, or leave the To Do as independent
- To Do Priorities
- Due Dates and Times with notifications of over due and upcoming items
- To Do Extra Info tracking
- To Do Next Step Tracking
- Assign Specific Employees to each To Do
- Repeating capabilities allow you to have a to do repeat every day, week, month, year
- Customizable Suites allow you to easily add multiple To Do's to a Client or Project
Summarizing and Reporting:
- Generate customizable, multi-tiered summaries
- Store, load, export, and import templates and preset summary formats
- Filter summaries based on item category, status, filter string, dates, and more
- Filter the calendar based on Employee, Client, Project, and Search strings
- View, print, and export custom summaries
Calendar:
- View Invoices, To Do's, Events, and Project Due dates in the built in Calendar
- Monthly and Weekly views
- View Each employee's specific calendar
- Filter the calendar based on Employee, Client, Project, and Search strings
- Easily drag the mouse on the calendar to create Events or To Do's
Contact Logs:
- Track interactions with Contacts
- Customizable Contact Logs Type list
- Assign Logs to specific Projects
- Track hours for Contact Logs
- One-Button Debt/Credit creation lets you easily bill for Contact Logs
- One-Button To Do/Event creation lets you easily add Contact Logs to your Studiometry calendar
- Contact log tracker allows you to easily search through logs based on Client, Project, Contact, and a search string
Payment Tracking:
- Payment amount and Currencies
- Payment methods Credit Card, Check/Money Order, Cash, Online, and Other with specific fields
- Assign Payments to Clients, Projects, Invoices, and Contacts
- Payments assigned to Invoices to calculate the remaining amount due for the Invoice
- Payment totals for Projects, Clients, Invoices
- Built-In Payment tracker with ability to filter by Project, Client, and Dates
User Info:
- Company Contact, Address, Phone Information
- Company Logo
- Payment Terms
- Tax ID Information
- One-Button Company Info Import from Apple Address Book
- One-Button Company Info Import from Studiometry Server
Invoice Templates:
- Invoice Template System
- Numerous built in and modifiable Visual Invoice Templates
- Numerous built in and modifiable Code Based Invoice Templates
- Numerous built in and modifiable Visual Report Templates
- Numerous built in and modifiable Code Based Invoice Templates
- Multi-Page output and printing of Code Based Invoice and Report Templates
- Multi-Page templates, output, and printing of Visual Invoice and Report Templates
- Hundreds of Variables allow you to add any information track in Studiometry into your Invoice Templates
- Completely Customizable Templates
- Built in Visual Template editor allows all users to drag and drop elements of an invoice template to show the desired look and information
- Page Layout features, including Text Boxes, Variable Items, Pictures, Graphic Objects, Data Columns
- Built in Code Template editor allows advanced users to enter code which Studiometry will manipulate and export
- In-Program Email features
- In-Program Printing
- PDF Export
- Plain Text Export
- XML Export
- HTML Export
- JPG Export
Employee Features:
- Track unlimited Employees
- Assign Employees to To Do's
- Assign Employees to Projects and GANTT chart items
- Assign Employees to Debt/Credit work items
- Assign specific log-in information for each Employee
- Admin and Standard Employee types
- Employee Specific Default Timers
- Track Employee Contact Info
- Employee Notes
- Automatically Tracks Employee Attendance Record based on server connections
- Employee Reports allow you to export employee information for specific Time Periods
- Per-Employee permissions to limit access to the following parts of the Program
- View Client Data
- Edit Client Data
- Create Delete Clients
- View Contact Data
- Edit Contact Data
- Create/Delete Contacts
- Edit Projects
- Edit Project Info
- Edit Project Settings
- Edit Project Files
- Edit Project Planning
- Edit Project Notes
- Edit Project People
- Create/Delete Projects
- View Debt/Credits
- Edit Debt/Credits
- Edit Timers
- Edit other Employee's Timers
- Create Time Sheets
- View Time Sheets
- View Rates
- Use Inventories
- View Inventory Totals
- View/Edit Payments
- View/Edit Accounting Sections
- View/Edit Invoices
- View/Edit Reports
- Edit Tax Settings
- Access Served Project Files
ID Numbering:
- Sophisticated ID Numbering Options
- Separate Client ID, Project ID, and Invoice ID formats
- Format Templates with available tags for entering information directly into the ID
- Invoice ID behavior allow tracking ID numbers based on Project, Client, or Program Wide
- Project ID behavior allow tracking ID numbers based on Client, or Program Wide
- Identical ID Notification asks you what to do when multiple items of the same class have the same ID number
- Invoice ID management section of Invoice Tracker allows easy comparison and resolution of identical ID numbers
- Specific Tags Available include Client, Project, or Invoice number, Date information, and more
Security Options:
- Password Protection
- Data Encryption
- Idle-Lockout Options
- Per-Employee Login and Password
- Employee Specific Permissions
Networking:
- Server/client networking features built in to the program
- Automatic Synchronization of all Program Data
- Mac and Windows networking compatibility
- Local and remote networking abilities, connect to your over your LAN, or the Internet
- Multiple Time Zone support with automatic relative time zone detection
- Wired and wireless network support
- Automatically checks and synchronizes updates to machines that were not connect to the network on the next connect
- File Serving
- Check-In/Check-Out feature for shared files
Exporting:
- Quickbook .iif files
- Expense Report Information
- Invoice Tracker Information
- Payment Tracker Information
- To Do Tracker Information
- Invoices and Reports
- Client List Export Wizard
- Contact List Export Wizard
- Project List Export Wizard
- Time Sheet Information
- Summaries Window gives you the capability to export HTML or text based summaries of clients, contacts, to do's, projects, debt/credits, invoices, reports, and payments sorted and filtered based on many fields
System Syncing:
- Sync directly to and from Apple's Address Book
- Automatically Create an Address Book group for Studiometry contacts
- Studiometry has the ability to only sync certain contacts with Address Book, giving you control over what is synced
- Studiometry does not require Apple's Address Book, as it tracks contacts locally in the Studiometry database
- Sync To Do's, Due Dates, and Project deadlines to iCal
- Updates and changes made in iCal automatically sync back to Studiometry
- Status Item menu appears near the Clock on Mac OS X systems allows access to the program and features
Mail Merge:
- Send mass email to specific Clients or Contacts
- Create Subject and Message content with tags for specific data including Contact Information as well as specific Balances
- Send the email directly through Studiometry with the in-program Email features
- Send the email through Apple Mail using a built in Apple Script
Tax Settings:
- Maintain an Unlimited number of Tax types
- Customize Name and Percent for each tax
- Tax Rounding Capabilities
- Several Tax modes, including Standard, PiggyBacked, and Canadian
- Associate taxes with entire projects, or specific items
- Associate taxes with Debt/Credit types
Currency Settings:
- Maintain an Unlimited number of Currencies
- Automatic Online updating of Exchange Rates
- Option to save Exchange Rates on a Per-Item basis for Debt/Credits and Payments, allowing for more accurate data preservation
- Currency Sign, Online Tag, Exchange Rate, and symbol placement options
- Currencies can be set for work items, projects, clients, invoices
Billing Settings:
- Payment Terms
- Tax ID Number
- Invoice Due-In Days allows you to specify how Studiometry will calculate the due date for newly created invoices
- Timer Inactivity features allow you to have Studiometry ask what to do with timers when you go away from your computer with running timers
- Timer Rounding Settings
- Always Round Up option
Color Coding:
- Color Code Projects and Clients
- Set up automated Colors for Project Category, Project Status, or Client Category
- Option to Color associated To Do's, Invoices, Payments, and all items in the Search Window
- Set specific clients or projects to override color automation
Program Memory:
- Auto-Complete Capability for the Debt/Credit and To Do editing window
- Option to turn on/off the auto-complete feature
- Option to turn on/off the auto-complete description capture
- Editing Window for the Auto-Complete List
- Abbreviations allow you to type a small string and have Studiometry automatically replace the string with a longer string
- Import and Export Abbreviations
- Option to turn on/off the abbreviations in the Debt/Credit and To Do description fields
- Option to turn on/off the abbreviations in the Debt/Credit and To Do extra info fields
Miscellaneous Preferences:
- Automatic Data Backup
- Backup Limitation options by size, number of files, time period
- Automatic Program Update checks
Miscellaneous:
- Manage multiple company data files using the built in Multi-Company features
- Built-In Studiometry Tips viewer
- Status Window shows saving status, network status, and more
- Customizable Toolbars saved on a Per Employee basis
- Alerts window shows when Invoices, To Do's are overdue, or when Recurring Debt/Credits have been created, or when Automated Invoices are created
- Auto-Fill combo boxes allow for easier selecting of Clients and Projects
Multiple Localizations:
- English
- German
- Dutch
- French
- Italian
- Spanish
- Portuguese
- Norwegian
- Portuguese (European)
|
