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.
- New Client in dispute with old accountant 469 10
- Declined for business bank account 249 6
- Any Scottish members out there? 7,629 284
- Help with Mortgage Application? 483 7
- planning to be self employed bookkeeper what do i need to do before i start? 183 3
- Disclosure of pending convertible loan notes? 213 10
- Standard 'email' template system 883 14
- Shutting down a company with creditors 1,029 14
- How to complete annual VAT return online? 219 4
- Irish VAT Deferred payment 96 1
- Circular shareholding 236 6
- Starting as sole trader from abroad 193 6
- business card address 313 8
- VAT relief eligibilty for charity buying minibus 214 2
- Loan to a related company 110 1
- Artificially reducing profits by bonus accrual 663 26
- Repairs after a rental business ends 339 10
- Can anyone recommend a good document scanner? 275 8
- property rental income split 136 1
- Expenses of overseas employment 139 2
- Raiders of the Lost Tax File 1,116
- Chartered Accountant in County Down N.Ireland 368
- IPP (International Pension Plan) income 300
- National Insurance 269
- valuation of intangible asset FRS10 and FRS20 240
- Payments on account coded out?? 230
- Cass 5 FCA Client Money Software recomendation 223
- Non Resident 188
- Unnecessary S9A Enquiries 184
- Franchise income and costs 178