Home Page

The Home page contains information that project managers, principals, partners, owners and accountants need to monitor the progress of their company and business. It enables you to view important information (that is, time and expense summary) at-a-glance and keep track of project workflow. Task reminders and messages received from other Web Suite users. In addition, it provides shortcuts to frequently used Web Suite modules (for example, Sheet View, Expense Log, etc.) and user assistance resources (that is, Web Suite Help, BQE Blog, etc.).

The Web Suite Home page displays upon logging in to the application. To access it from another screen of Web Suite, click Home on the navigation panel. Home is the first menu to be displayed.

The Home page displays the following items:

• Submitted Time, Expense, Invoices and Bills

• Reminders

• Messages

• Memorized Reports

• Work in Progress by Client

The Quick Summary, Submitted items, Reminders and Messages panels can be opened or closed using the expand/collapse arrows on the top-right of each panel.

Submitted Time, Expense, Invoices and Bills

This panel displays workflow information. It shows items (that is, time and expense entries, invoices and Bills) submitted for approval or returned as rejected.

A general user will see if submitted time and expense entries have been rejected.

If you are a manager or supervisor to whom items have been submitted for approval, you can click on the time or expense entry to open the Sheet View or Expense Log. There you can reject or approve the submitted entries. You can click on an invoice entry to open the Invoice Review screen to either approve or reject it. You can also click on a submitted vendor bill to view its details in the Vendor Bills screen.

Items in this panel are grouped by categories (for example, Submitted Time, Expenses, Non-Billable Time, Billable Time, Un-Billed Time etc.) that can be expanded () or collapsed ().

Reminders

This panel displays reminders of special events that are likely to happen on specific date such as:

• a project that is expected to complete on the specific date

• a bill that is scheduled to appear in Billing Review on the specific date

• an invoice that is still not printed (not sent to the client) in the Invoice Review

• special dates along with the reminder message

Depending on the reminders set by you in various modules of Web Suite, the following reminders can display in this panel:

• Project Due Date Reminder

• Billing Reminder

• Invoice Reminder

• Employee/Vendor Date Reminder

• Important Date Reminder

Messages

This panel displays notifications of the last five recently received messages from other Web Suite users. Click an entry to view the entire message. Unread messages display in bold font.

You will always get the message pop-up informing you about the number of unread messages. The message appears on the screen chosen by the sender of the message. You can also click on it to view the entire message. Messages also pop up for the memorized invoices that should be processed automatically on a specified date. Click on the message to view the default message set for such memorized invoices in the Messages screen.

Memorized Reports

This panel displays a list of reports that have been memorized in Web Suite. You can click on a report to print or preview it.

Work in Progress by Client

This panel displays the WIP information of projects that are still in hand, organized by client along with the payments in a summarized format. You can click on View Billing Details to view the A/R Client Details by Project with Payments Summary report. You can also view the Investment Summary by Client report by clicking on the Review WIP + AR on this panel.