Online project management and accounting software for Mac based client
I have a client who is using MYOB for accounting and a bespoke Filemaker program for project management, approximately 10 years old. The two are not integrated.
They are thinking of moving to a new system, either online based (but worried about security issues), or desktop. The main work flow is:
- Prepare estimate for job, including time costs and disbursements such as printing costs.
- Once estimate is agreed with client, record time spent on Filemaker - employees use timesheets with a couple of rates each, about 8 employees and enter their own time. Record disbursements on Filemaker.
- Generate on account/stage based invoices.
- Final invoice.
- Record sales invoices, purchase invoices, bank, payroll, etc on MYOB.
At the moment there is duplication of work with disbursements being recorded on Filemaker and MYOB. The sales invoices are prepared on Excel because the client doesn't like the format on Filemaker/MYOB, these invoices then have to be entered on Filemaker and MYOB, thus even more duplication!
There is occasional work for overseas clients, so some transactions in Euros.
Any ideas for simple, cost effective online/desktop software which will help reduce duplication/risk of error? Must work on Mac and must have password protection for different areas, so employees entering timesheets cannot access confidential information.
- Taxfiler - SA100 - More efficient? 625 5
- See you all on the other side 681 6
- 12Pay 445 2
- dividends 599 2
- R&D 312 1
- Quarterly Reporting - The Logistics 1,172 17
- Auto enrolment contribution rates 436 3
- How long are you waiting for appeal reply 398 4
- Borrowing money to loan to company 369 1
- Mother as Guarantor for Son's mortgage 539 5
- Seeking a tax case 637 9
- When do we qualify for state pension? 502 4
- Companies house strike off 535 3
- Tax treatment of alterations to property 417 2
- Moving to the cloud 737 9
- Iris open space/doc exchange for SATRs 215 2
- How much to charge for payroll? 894 16
- Unincorporated charity transfer to CIO 207 4
- BTC vs Digita 1,090 29
- Has anyone tried calling HMRC to get tax on dividends put in code? 490 4
- HMRC Joint Filing 562
- Capital Contribution towards a company car 420
- Capital Reduction & Impact on EIS Shares 373
- IRIS and FRS 102 354
- Capitalising Finance Lease 323
- USA help 317
- National Minimum Wage issue on Directors joining a Workplace Pension 296
- Dormant company accounts under FRS 102 289
- Marginal rates of tax 281
- Class 2 NI 268