Видео 294
Просмотров 73 271

Time Entry Screen Overview - TPS Cloud Axis

11:09

Billing Screen Overview - TPS Cloud Axis

6:39

TPS Cloud Axis Overview

3:20

Workflow Router Template - TPS Cloud Axis

2:41

Client Properties Audit Log Tab TPS Cloud Axis TPS Software

1:23

Client Properties: Workflow Tab - TPS Cloud Axis

12:09

TPS Cloud Axis Overview - Detailed

For over 25 years, TPS Software has crafted a solution that suits firms of all sizes, from solo practitioners to those with 150+ employees. We continuously listen, adapt, and improve, making TPS Cloud Axis a robust yet user-friendly time and billing practice management system that grows alongside your business.
TPS Cloud Axis offers everything you need to streamline your practice, including:
- Time & Billing (simple or complex)
- CRM
- Workflow Management
- Client Portal
- Built-in A/R features like invoicing, statements, and payment processing
- Integrations with QuickBooks Online, Outlook 365, Gmail, Online Payment Software and more.
With instructional videos and intuitive tools, TPS Cloud Axis...

Видео

Time Entry Screen Overview - TPS Cloud Axis

11:09

Time Entry Screen Overview - TPS Cloud Axis

Просмотров 45День назад

The Time Entry screen is a powerful tool that enables you to track and manage your own time entries and oversee staff time entries with ease. In this video, you'll learn how to create entries effortlessly using either the Grid or Calendar view, take advantage of the New Time Entry feature or Start Timer icon, post transactions to Work in Progress (WIP), and explore additional filters and action...

Billing Screen Overview - TPS Cloud Axis

6:39

Billing Screen Overview - TPS Cloud Axis

Просмотров 12День назад

The Billing screen in TPS Cloud Axis is designed for easy navigation and offers various options to access all the necessary information for the billing process. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInstagram Follow us on Facebook: bit.ly/TPSSoftwareFacebook Connect with us on LinkedIn: bit.ly/TPSSoftwareLinkedIn

3:20

TPS Cloud Axis Overview

Просмотров 7714 дней назад

TPS Software has spent 25 years perfecting a solution that fits firms of all sizes-from solo practitioners to those with 150 employees. We listen, improve, and adapt, making TPS Cloud Axis a full-featured, user-friendly time and billing practice management system that grows with you. With TPS Cloud Axis, you get everything you need to streamline your practice, including: - Time & Billing (simpl...

Workflow Router Template - TPS Cloud Axis

2:41

Workflow Router Template - TPS Cloud Axis

Просмотров 15Месяц назад

The Workflow Router template is a highly customizable template designed to provide a quick and efficient overview of a workflow events. It acts as a bridge between traditional manual routing procedures and the online workflow system by populating data on the workflow event. While not all firms need this document, as everything can be managed within the workflow screen, it is available if requir...

Client Properties Audit Log Tab TPS Cloud Axis TPS Software

1:23

Client Properties Audit Log Tab TPS Cloud Axis TPS Software

Просмотров 2Месяц назад

The Client Properties Audit Log tracks activities related to a specific client, detailing when changes were made, who made them, and whether transactions or details were created/added, updated, or deleted. This feature helps the firm monitor which staff members are responsible for changes and when they occurred. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInsta...

Client Properties: Workflow Tab - TPS Cloud Axis

12:09

Client Properties: Workflow Tab - TPS Cloud Axis

Просмотров 23Месяц назад

The Workflow tab in Client Properties allows you to configure the 'Master Event' for a client’s workflow, specifying: 1. The Event that needs to be completed 2. The deadline for its completion 3. Whether it should recur 4. If it involves multiple tasks or steps, and who is responsible for each. Additionally, you can view the Workflow Events for the client in either a 'Grid' view or a 'Calendar'...

Client Properties: User Defined Tab - TPS Cloud Axis

2:04

Client Properties: User Defined Tab - TPS Cloud Axis

Просмотров 9Месяц назад

The User Defined Tab offers a convenient space to store key client information. It consists of two sections: "Legacy" and "Custom." The Legacy tab includes pre-populated fields for commonly required details such as SIC, SIN, province tax number, corporation number, business number, and more. Meanwhile, the Custom tab allows for the storage of additional client-specific information. Visit our we...

Client Properties: Organizations Tab - TPS Cloud Axis

3:16

Client Properties: Organizations Tab - TPS Cloud Axis

Просмотров 7Месяц назад

The Organizations tab helps you keep track of the organizations your client works with, such as banks, insurance, or lawyers. The information provided on this tab is useful when creating confirmation letters and engagement letters for the clients. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInstagram Follow us on Facebook: bit.ly/TPSSoftwareFacebook Connect wit...

1:16

Reports: Activity - TPS Cloud Axis

Просмотров 11Месяц назад

The Activity folder includes reports that display entries within a specified date range to track activities over time. This folder also provides access to both monthly and yearly comparisons. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInstagram Follow us on Facebook: bit.ly/TPSSoftwareFacebook Connect with us on LinkedIn: bit.ly/TPSSoftwareLinkedIn

0:47

Reports: Budget - TPS Cloud Axis

Просмотров 12Месяц назад

Budget reports compare budgeted versus actual costs and time spent on specific engagements. They help ensure that projects stay within preset budget parameters. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInstagram Follow us on Facebook: bit.ly/TPSSoftwareFacebook Connect with us on LinkedIn: bit.ly/TPSSoftwareLinkedIn

1:25

Reports: Time - TPS Cloud Axis

Просмотров 17Месяц назад

Time reports analyze employee time entries, including both billed and unbilled work, to provide insights into productivity. They cover all time entry statuses - Time, WIP, and Billed - highlighting what employees have been working on. This report folder offers two viewing options based on permissions: 'Current Employee Only' (for the logged-in employee) or 'All Employees' (viewing all employee ...

Reports: Billing Realization - TPS Cloud Axis

1:37

Reports: Billing Realization - TPS Cloud Axis

Просмотров 13Месяц назад

Billing Realization reports track markups and markdowns on invoices for a specific date range, detailing WIP relieved, markup/markdown amounts, billed amounts, and percent realized. The reports can be viewed by Partner, Manager, Accountant, Client, Employee, or Work Type. These reports offer insights into billing efficiency and profitability. Visit our website: tpssoftware.com/ Follow us on Ins...

4:18

Reports: A/R - TPS Cloud Axis

Просмотров 17Месяц назад

A/R reports provide detailed information on account receivables, including aging summaries, reconciliations, statements, detailed invoice activity, payments, and adjustments. These reports are essential for making collection calls and managing cash flow effectively. Visit our website: tpssoftware.com/ Follow us on Instagram: bit.ly/TPSSoftwareInstagram Follow us on Facebook: bit.ly/TPSSoftwareF...

4:20

Reports: WIP - TPS Cloud Axis

Просмотров 12Месяц назад

WIP reports track unbilled work in progress transactions. The WIP Summary, WIP Detail and Billing Worksheet reports are crucial for monitoring unbilled work and are especially useful during the pre-billing process. Additionally, WIP Reconciliation reports track WIP activity for the current period, showing Opening and Closing WIP totals for the period-to-date or fiscal year-to-date. Visit our we...