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Product Comparison: Features and Specifications

For a complete overview of how the WorkCentrics time tracking solution works, including screenshots, please see the specific overview pages for the Lite, Pro, and Enterprise versions.

Interface	Lite	Pro	Enterprise
Easy to learn, Office 2007 style menus and ribbon bars.
Fast program navigation using shortcut bar and task panels.
Reports made simple with Outlook style report grids.
Flexible startup switches for controlling user interface.

Time Entry Options	Lite	Pro	Enterprise
Accurately enter time using a real-time timer.
Quickly add one or more events using Outlook style calendar.
NEW!  Use job codes to enter time categories and billing details.
Link to existing Outlook appointment(s).
Use special "open" timer to track unassigned time.
Use customizable popups to monitor timer status.
Use shortcut keys to expedite time entry.

Standard Time Card Properties	Lite	Pro	Enterprise
Time description—separate detail and summary fields.
Time spent displayed in hhh:mm:ss or decimal (hours) format.
Time estimated displayed in hhh:mm:ss or decimal (hours) format.
Start dates and times; automatic calculation or manual edit.
End dates and times; automatic calculation or manual edit.
Link time card to documents on your file system.
Bill status; billable, no charge, do not bill, or hold.			Optional
Rate source; select rate source or flat fee.			Optional
Hourly rate; select 1 of 6 rates available for each rate source.			Optional
Realization rate; sets percentage of value billed to client.			Optional
Value; automatic calculation.			Optional

Optional Time Card Categories	Lite	Pro	Enterprise
Contact time category; user-defined terminology (e.g., client, customer, prospect); user-maintained list of contacts, or optional link to Outlook contact folder.		Required
Main activity time category; user-defined terminology (e.g., project, case, job); user-maintained list of activities; optionally link main activity to specific contact.
Sub activity time category; user-defined terminology (e.g., task, matter, service); user-maintained list of activities; optionally link sub activity to specific main activity.
Job code time category; user-defined terminology (e.g., project ID, order number, case number); custom format to simplify data entry.

Outlook Integration (Optional)	Lite	Pro	Enterprise
Link each time card to new or existing Outlook tasks, appointments, messages and notes.
Manage contacts using Outlook contact folder.
Automatically write time detail to Outlook calendar folder.
Automatically write time card properties to Outlook journal folder.
Automatically write predefined text to new Outlook items.
Set default properties for new Outlook items.
Use personal folders to store Outlook items.
Use Microsoft Exchange public folders to store Outlook items.

User Options/Defaults	Lite	Pro	Enterprise
Default time card main and sub activity (where applicable).
Default time card bill status, rate source, and rate level.			Optional
Automatically start main timer when adding time card.
Automatically save existing timer changes when adding time card.
Default Outlook task properties: due date, reminder, start, priority, status and categories.
Default Outlook appointment properties: reminder, show time as, duration and categories.
Default Outlook note property: categories.
Default popup properties: frequency, animation delay, show delay and transparency.
Default time entry options: first day of week, time scale, length.
Default file directory.

Database Options/Offline Usage	Lite	Pro	Enterprise
Program database: Microsoft Access or SQL Server.
Use offline database when working away from the office.
Set up secure remote connection (requires Microsoft SQL Server).
Archive data to Microsoft Access database.
Export data to Microsoft Excel, Word or Outlook.
Multi-user access to program database.

Reports	Lite	Pro	Enterprise
Outlook style report grid, including selection of columns to display, grouping and sorting, and column alignment.
WYSIWYG printing.
Filter reports by contact, activity, and dates.
Filter reports by bill status, rate source, invoice status, rate, value and realization.
Simple text filter.
Time card reports, plus reports for all Outlook items linked to time cards.
Time detail reports (individual blocks of time that comprise the total time spent on a time card).

Program Billing Options	Lite	Pro	Enterprise
Optional expense tracking and reporting.		Required
Optional billing and receivables.		Required
Optional billing for product charges—physical products or services sold in multiple units at a fixed rate.
Optional rate sources with six rate levels per source: contact, user, main activity, sub activity, and staff level (Enterprise only).
Optional rate source selection: selected by user or global rate source default.
Set organization-wide default for invoice rounding; nearest minutes or dollars.
Set organization-wide defaults for interest charges; rate, start date, and computation method.
Set tax rates; sales tax (for optional product charges); service tax rate and terminology.
Define last invoice number used.
Define payment types and terminology.
Define up to eight staff levels and related terminology.
Assign user permissions by staff level or user.

Invoices, Billing and Receivables	Lite	Pro	Enterprise
Onscreen review of invoices.
Custom invoice header and appearance.
Custom invoice terminology; previous balance; balance due, etc.
Reprint finalized invoices.
Create Microsoft Access snapshot of finalized invoices.
Delete finalized invoices.
Client specific detail or summary invoice time presentation.
Client specific invoice rounding options; by minutes or by dollars.
Client specific detail or summary invoice expense presentation.
Client specific optional client fund summary on invoice.
Client specific optional aged balances table on invoice.
Client specific interest charge calculations.
Client specific invoice messages.
Copy client specific invoice settings from one client to all others.
Detail and summary work in progress reports.
Record, edit and delete multiple payment types.
Detail and summary accounts receivable reports.
Write off account balances.
Set up client fund accounts; detail and summary reports.
Filter billing reports by transaction date, client, activity and user (Enterprise only).

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