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www.bqe.com | [email protected] BQE ArchiOffice 2016 Features DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESS

DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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Page 1: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

2016 Features

DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESS

Page 2: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Why choose ArchiOffice?Created by architects, for architects – ArchiOffice is the simple solution for all your business management needs. It includes a brilliant document management system that organizes your proposals, submittals, RFIs and drawings in one place so you never have to search for disparate data again.

Let ArchiOffice take care of business, while you design great architecture.

ArchiOffice is a beautiful time tracking, billing and project management software made for the modern architect. Whether you’re working remotely or on-site, the software’s intuitive and streamlined design allows you to stay organized and up-to-date on projects anytime, anywhere and on any device. It offers the mobility and freedom to run your firm across all major platforms.

We make it easy for you to manage all your information in one place so you can get what you need, whenever you need it. Along with powerful business management tools to help you efficiently track employee workload, project budget and billing schedules, you have everything to speed up productivity while increasing profitability for your firm.

Page 3: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Welcome to ArchiOffice 2016Designed to improve your cash flow, the latest version of the award-winning software for architects includes powerful new billing features to help you efficiently create, review, send and print invoices. With enhanced security and performance improvements, the latest version is beautifully engineered to work for you.

Welcome to ArchiOffice 2016

ArchiOffice | Power Your Office. Empower Yourself. | 1

Page 4: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

B - Basic

P - Pro

E - Enterprise only feature

Email Draft Invoices to Project Leaders/Principals (B,P,E)In ArchiOffice 2016, you can save time by emailing draft invoices directly to project leaders or principals for immediate review. This can be done from the History and Outstanding tabs of the Project module.

Streamline your billing processEmail Draft Invoices to Project Leaders/Principals

ArchiOffice | Power Your Office. Empower Yourself. | 2

Page 5: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

D R A F T

MONTHLY INVOICEBILL TO

Dr. & Mrs. Floyd & Flora Ferris

332 Bull Run Road

Squirrel Hill, PA 12345

Project Description: PHU Science Center

INVOICE NUMBER INVOICE DATE PAYMENT DUE DATE OUR PROJECT NO. BALANCE DUE

<1576> Jan 31, 2016 Mar 01, 2016 14-07 $7,172.24

Fee Summary Previously Invoiced Current Invoice Remaining

Stipulated % phase

completed

Amount billed Value of

completed

Amount

remaining%

%

complete

$10,000.00 $10,000.00 $0.00 $0.00 0.00% 3.28% 100.00%01 Pre-Design

$70,000.00 $70,000.00 $0.00 $0.00 0.00% 22.95% 100.00%02 Schematic Design

$85,000.00 $85,000.00 $0.00 $0.00 0.00% 27.87% 100.00%03 Design Development

$100,000.00 $100,000.00 $0.00 $0.00 0.00% 32.79% 100.00%04 Construction Documents

$40,000.00 $38,000.00 $1,200.00 $800.00 98.00% 13.11% 95.00%06 Contract Administration

$1,200.00 $800.00$305,000.00 $303,000.00 100.00% 99.34% 0.39%

Expenses

Expense Type Amount

Basic Services

Blueprinting $5,010.00

Car Mileage $42.24

Hotel $420.00

Moisture Meter $500.00

Basic Services Total: $5,972.24

Expenses Total: $5,972.24

Invoice Total: $7,172.24

Please make payments to Fountainhead A+E, Inc. Late payments are subject to penalty fees.

PAGE # 1 of 2

Detailed Draft Invoices (B,P,E)You now have the ability to preview detailed draft invoices. This helps managers to review detailed work that was done during the period, thus useful for determining the amount to bill for their fixed-fee phases.

D R A F T

MONTHLY INVOICEBILL TO

Dr. & Mrs. Floyd & Flora Ferris

332 Bull Run Road

Squirrel Hill, PA 12345

Project Description: PHU Science Center

INVOICE NUMBER INVOICE DATE PAYMENT DUE DATE OUR PROJECT NO. BALANCE DUE

<1576> Jan 31, 2016 Mar 01, 2016 14-07 $7,172.24

Fee Summary Previously Invoiced Current Invoice Remaining

Stipulated % phase

completed

Amount billed Value of

completed

Amount

remaining%

%

complete

$10,000.00 $10,000.00 $0.00 $0.00 0.00% 3.28% 100.00%01 Pre-Design

$70,000.00 $70,000.00 $0.00 $0.00 0.00% 22.95% 100.00%02 Schematic Design

$85,000.00 $85,000.00 $0.00 $0.00 0.00% 27.87% 100.00%03 Design Development

$100,000.00 $100,000.00 $0.00 $0.00 0.00% 32.79% 100.00%04 Construction Documents

$40,000.00 $38,000.00 $1,200.00 $800.00 98.00% 13.11% 95.00%06 Contract Administration

$1,200.00 $800.00$305,000.00 $303,000.00 100.00% 99.34% 0.39%

Expenses

Expense Type Amount

Basic Services

Blueprinting $5,010.00

Car Mileage $42.24

Hotel $420.00

Moisture Meter $500.00

Basic Services Total: $5,972.24

Expenses Total: $5,972.24

Invoice Total: $7,172.24

Please make payments to Fountainhead A+E, Inc. Late payments are subject to penalty fees.

PAGE # 1 of 2

Detailed Draft Invoices

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 3

Page 6: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Project-Specific Invoice Numbering (E)You can now set project-specific invoice number sequences rather than global invoice numbers. This feature enhances the batch invoicing process for these projects.

Project-Specific Invoice Numbering

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 4

Page 7: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Billing Instruction Notes (B,P,E)This is a simple, yet powerful, feature for project managers and billers. Using this feature, project managers can provide special instructions to the billers or accountants as to what they want done with the invoice or how to go about the billing. The projects that contain an instruction note will have an icon to visually indicate that a note is attached to it.

Billing Instruction Notes

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 5

Page 8: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Default Email Message for Invoices (B,P,E)No need to write the email body again and again. You can put your default email message for invoices in the Preferences screen. When the email is created, that message will appear in the body of the email in a section below the line break.

Default Email Message for Invoices

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 6

Page 9: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Invoices Restricted to Basic Services, Additional Services or Both (B,P,E)No need to write the email body again and again. You can put your default email message for invoices in the Preferences screen. When the email is created, that message will appear in the body of the email in a section below the line break.

Invoices Restricted to Basic Services, Additional Services or Both

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 7

Page 10: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Batch Printing of Invoices (B,P,E)ArchiOffice 2016 now allows you to print multiple invoices at a time. You can do this from the Billing module from either the Outstanding, History or Drafts tab. Simply select the invoices from the list and print.

Batch Printing of Invoices

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 8

Page 11: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Monthly Billing Report (B,P,E)Displays invoice details including basic and additional services, reimbursable expenses, adjustments, tax, interest and totals on a monthly basis. You can sort the report by project, principal, client, etc.

Monthly Billing ReportSearch Criteria:

-Invoice Date: From :01/01/2015; To :12/31/2015

Sort by: Principal

Month Tax InterestAdjustmentsReimbursablesAdd. ServicesBasic Services Inv. Amount

Howard Roark

Jan 2015 $7,125.00 $6,625.00 $500.00 $0.00 $0.00 $0.00

Feb 2015 $7,650.00 $7,650.00 $0.00 $0.00 $0.00 $0.00

Mar 2015 $74,025.00 $73,650.00 $375.00 $0.00 $0.00 $0.00 $0.00

Apr 2015 $91,579.00 $91,495.00 $0.00 $70.00 $0.00 $0.00 $0.00

May 2015 $122,500.70 $122,472.50 $0.00 $23.50 $0.00 $0.00 $0.00

Jun 2015 $10,518.80 $10,475.00 $0.00 $36.50 $0.00 $0.00 $0.00

Jul 2015 $83,392.84 $83,350.00 $0.00 $35.70 $0.00 $0.00 $0.00

Aug 2015 $87,707.50 $82,907.50 $0.00 $4,000.00 $0.00 $0.00 $0.00

Sep 2015 $57,340.00 $57,340.00 $0.00 $0.00 $0.00 $0.00 $0.00

Oct 2015 $78,791.98 $78,767.50 $0.00 $20.40 $0.00 $0.00 $0.00

Nov 2015 $55,750.30 $55,735.00 $0.00 $12.75 $0.00 $0.00 $0.00

Howard Roark Totals: $676,381.12 $670,467.50 $875.00 $4,198.85 $0.00 $0.00 $0.00

Peter Keating

Jan 2015 $135,099.00 $72,500.00 $62,500.00 $82.50 $0.00 $0.00 $0.00

Feb 2015 $108,081.72 $108,000.00 $0.00 $68.10 $0.00 $0.00 $0.00

Mar 2015 $80,986.69 $80,000.00 $900.00 $72.24 $0.00 $0.00 $0.00

Apr 2015 $72,631.50 $70,750.00 $1,800.00 $73.75 $0.00 $0.00 $0.00

May 2015 $1,625.00 $1,625.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jun 2015 $58,500.00 $58,500.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul 2015 $22,019.33 $21,125.00 $0.00 $0.00 $0.00 $0.00 $894.33

Aug 2015 $35,850.00 $29,250.00 $0.00 $5,500.00 $0.00 $0.00 $0.00

Sep 2015 $36,600.00 $36,600.00 $0.00 $0.00 $0.00 $0.00 $0.00

Oct 2015 $60,335.00 $60,335.00 $0.00 $0.00 $0.00 $0.00 $0.00

Nov 2015 $58,875.00 $58,875.00 $0.00 $0.00 $0.00 $0.00 $0.00

Dec 2015 $128,530.00 $128,530.00 $0.00 $0.00 $0.00 $0.00 $0.00

Peter Keating Totals: $799,133.24 $726,090.00 $65,200.00 $5,796.59 $0.00 $0.00 $894.33

Total: $1,475,514.36 $1,396,557.50 $66,075.00 $9,995.44 $0.00 $0.00 $894.33

Page 1 of 1

Monthly Billing ReportSearch Criteria:

-Invoice Date: From :01/01/2015; To :12/31/2015

Sort by: Principal

Month Tax InterestAdjustmentsReimbursablesAdd. ServicesBasic Services Inv. Amount

Howard Roark

Jan 2015 $7,125.00 $6,625.00 $500.00 $0.00 $0.00 $0.00

Feb 2015 $7,650.00 $7,650.00 $0.00 $0.00 $0.00 $0.00

Mar 2015 $74,025.00 $73,650.00 $375.00 $0.00 $0.00 $0.00 $0.00

Apr 2015 $91,579.00 $91,495.00 $0.00 $70.00 $0.00 $0.00 $0.00

May 2015 $122,500.70 $122,472.50 $0.00 $23.50 $0.00 $0.00 $0.00

Jun 2015 $10,518.80 $10,475.00 $0.00 $36.50 $0.00 $0.00 $0.00

Jul 2015 $83,392.84 $83,350.00 $0.00 $35.70 $0.00 $0.00 $0.00

Aug 2015 $87,707.50 $82,907.50 $0.00 $4,000.00 $0.00 $0.00 $0.00

Sep 2015 $57,340.00 $57,340.00 $0.00 $0.00 $0.00 $0.00 $0.00

Oct 2015 $78,791.98 $78,767.50 $0.00 $20.40 $0.00 $0.00 $0.00

Nov 2015 $55,750.30 $55,735.00 $0.00 $12.75 $0.00 $0.00 $0.00

Howard Roark Totals: $676,381.12 $670,467.50 $875.00 $4,198.85 $0.00 $0.00 $0.00

Peter Keating

Jan 2015 $135,099.00 $72,500.00 $62,500.00 $82.50 $0.00 $0.00 $0.00

Feb 2015 $108,081.72 $108,000.00 $0.00 $68.10 $0.00 $0.00 $0.00

Mar 2015 $80,986.69 $80,000.00 $900.00 $72.24 $0.00 $0.00 $0.00

Apr 2015 $72,631.50 $70,750.00 $1,800.00 $73.75 $0.00 $0.00 $0.00

May 2015 $1,625.00 $1,625.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jun 2015 $58,500.00 $58,500.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul 2015 $22,019.33 $21,125.00 $0.00 $0.00 $0.00 $0.00 $894.33

Aug 2015 $35,850.00 $29,250.00 $0.00 $5,500.00 $0.00 $0.00 $0.00

Sep 2015 $36,600.00 $36,600.00 $0.00 $0.00 $0.00 $0.00 $0.00

Oct 2015 $60,335.00 $60,335.00 $0.00 $0.00 $0.00 $0.00 $0.00

Nov 2015 $58,875.00 $58,875.00 $0.00 $0.00 $0.00 $0.00 $0.00

Dec 2015 $128,530.00 $128,530.00 $0.00 $0.00 $0.00 $0.00 $0.00

Peter Keating Totals: $799,133.24 $726,090.00 $65,200.00 $5,796.59 $0.00 $0.00 $894.33

Total: $1,475,514.36 $1,396,557.50 $66,075.00 $9,995.44 $0.00 $0.00 $894.33

Page 1 of 1

Batch Printing of Invoices

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 9

Page 12: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

www.bqe.com | [email protected]

BQE ArchiOffice

Memorized Reports in Grid List (B,P,E)This feature is more of an improved user experience. You can now view and manage all your memorized reports on a separate list in the report grid. Until now, these reports displayed in the grid list only when the related report was selected.

Simplify your user experienceMemorized Reports in Grid List

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 10

Page 13: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Enhanced Filters (B,P,E)We now have additional useful filters, such as Department, Project Leader and Client Company, across the application. These new filters are primarily available on the Outstanding, Drafts and History tab of the Billing screen. Also, you will see improved date filters across the application.

Enhanced Filters

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 11

Page 14: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Drag/Drop and Ascending/Descending Sort Options (B,P,E)One of the most powerful features this year is the new capability to drag and drop your team members in to the Project Team list. You can also sort your phases and job codes in ascending and descending order.

Drag/Drop and Ascending/Descending Sort Options

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 12

Page 15: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Enhancements to RFIs (E)We made four helpful additions to the RFI (Request for Information) details. You can now number each RFI, making it easy for you to identify. There’s also a new Notes field allowing you to write detailed notes related to the matter but not worry that this will be included in the RFI report. Next, we added a new Status field so you can easily identify which RFIs are Open or Closed. Finally, we added a handy Days Due field to easily identify how many days are left before you have an RFI scheduled to be returned or be notified that an RFI is past due.

Enhancements to RFIs

B - Basic

P - Pro

E - Enterprise only feature

ArchiOffice | Power Your Office. Empower Yourself. | 13

Page 16: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOfficeBrand New Engine

ArchiOffice | Power Your Office. Empower Yourself. | 14

Financial Reports Subtotal by Group (B,P,E)For reports that are Sorted or Grouped, we now include the total for that grouping. For example, if you run the Accounts Receivable report and group by Project Leader, you will now see the total receivables for each of the individual leaders.

Brand New Engine (B,P,E)ArchiOffice 2016 uses the latest and most powerful Dot Net 4.5 engine. Not only will it work with the latest version of the operating system such as Windows 10, you will also notice significant performance improvements in the application.

B - Basic

P - Pro

E - Enterprise only feature

Page 17: DESIGNED FOR ARCHITECTS, BUILT FOR BUSINESSBQE ArchiOffice B - Basic P - Pro E - Enterprise only feature Email Draft Invoices to Project Leaders/Principals (B,P,E) In ArchiOffice 2016,

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BQE ArchiOffice

Set Your Own Password Policy (E)If you are security conscious, this feature is for you. ArchiOffice 2016 allows you to set your own password policy, such as enforcing a strong password and resetting a password after a set number of days.

Set Your Own Password Policy

B - Basic

P - Pro

E - Enterprise only feature

Secure your business information

ArchiOffice | Power Your Office. Empower Yourself. | 15

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BQE ArchiOffice

About BQE SoftwareBQE Software develops innovative practice management software for professional services firms. Its products, including BQE BillQuick®, BQE ArchiOffice® and BQE EngineerOffice®, simplify the way firms enter and use information for time tracking, billing, project management and accounting. This allows them to make informed decisions faster, improve productivity and increase performance. With more than 350,000 users worldwide, BQE software is trusted by leading accountants, architects, attorneys, engineers, IT specialists and business consultants.

Want the inside scoop?Join our Facebook and LinkedIn user groups. — Facebook.com/groups/archiofficeusers— Linkedin.com/groups/1791198

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BQE ArchiOffice

For more information, visit www.bqe.com or call (855) 687-1028.

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©2016 BQE Software Inc. All rights reserved. BQE, BQE logo and ArchiOffice logo are registered trademarks and/or registered service marks of BQE Software Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners.

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Regional Offices