Clients Management:

• Add/Edit clients list with default hourly rate.
  [Delete option not available- so that you never lose any data]
• Alphabetical sorting.
• Clients with pending invoices – shown in separate list.

Team Management:

• Add/Edit team members list.
  [Delete option not available- so that you never lose any data]
• Intelligent Permissions management. Click To View The Screenshot.
• Documents management.

Projects Management:

• Add/Edit Projects.
  [Delete option not available- so that you never lose any data]
• Search Projects based on-client/project status/priority/exceeding allocated time.
• Department wise hours allocation.
• Option to strictly follow the hours allocated.
• Attach multiple team members with each project with facility to assign default department to each team member. Same team member can be assigned different departments in different projects.
• Facility to manage Key Information accessible only to permitted team members and never accessible to clients.
• Facility to mark any project as Favorite; Favorite projects appear on Dashboard.

Invoices Management:

• Facility to add multiple Invoices with single project.
• Change status to cancelled, not allowed to delete an Invoice.
• Clone an Invoice.
• Set recurrence on an Invoice.
• Facility to setup auto- reminder.
• Generate PDF version.
• Option to email the Invoice to Team Members and Client and non-BIZixx user email IDs.
• Facility to add/edit Receipts against the Invoices.
  Log is maintained of edited Receipts.

Task Management:

• Add/Edit Task with facility to allocate hours department wise.
• Attach multiple Team Members to same Task.
• Notify multiple team members for the new task created.
• Facility to post a message with time spent on a Task, with option to notify multiple Team Members and Client.
• Facility to edit time posted within 30 minutes starting from the moment message was posted in the system.
• If project has been set to follow the hours allocated strictly, team members are not allowed to post the message with time exceeding the allocated hours to that task.

Reports:

• Custom Reports:
  • For particular or all Team Members.
  • For particular or all Clients.
  • For particular or all Projects from particular Client .
  • Summary and detailed report available. Click To Download Sample.
• Daily/Weekly/Monthly Reports sent automatically to specific Team Members or non-BIZixx users email.
• Work Load Report:
  • Project Status Basis.
  • For particular or all Team Members.
  • Summary View – Task Status Basis for all projects assigned to each specific Team Member. Click to view sample
  • Detailed View – Project wise work load report for individual Team Member. Click to view sample

Announcements Management:

• Add/Edit Announcements.
• Notify Team Members or Clients or All.
• Announcements are displayed on top right hand corner of all pages in BIZixx system.

Configuration Management:

• General Settings
• Departments
• Project Status
• Payment Details
• Alerts
• Holidays
• Email Accounts – Where from to fetch emails.
• Failed Login Attempts
• Invoice Notif icat ions
• Ticket Status
• Activity Notificat ions
• Team Document Types