PRACTICE ENGINE

Best Practices with Data Capture

Timesheets

Why are timesheets being used? When are timesheets completed?

Timesheets

Set up service and analysis codes to reflect the work being done

Use of work profiles and Complete Minimum Hours When are timesheets posted? What are the hold ups? How far in advance should timesheets be generated? Charge rates – how many charge rates are required?

What is their purpose? Consider rate types– set at client, service and job level Are timesheets approved?

Expenses and Disbursements

Why should expenses be captured? Get staff to do their own Set VAT rates correctly Use unit rates for mileage Import disbursements when they are standard e.g.

monthly, quarterly, yearly

Disbursement template

Links to Jobs

Using the schedule button to create timesheet entries

Links to Jobs

Using the Sync option when budgeting and scheduling

Use of mandatory jobs Monitoring actuals vs Budgets

Summary

Review your system set up Make sure the data that is captured is meaningful

and being used Make it as easy as possible for staff Eliminate double entry Lead by example Keep it simple