Client Management System User Guide Creative Business Solutions, Inc. Copyrighted 1991 Creative Business Solutions, Inc. Table of Contents Table of Contents 2 Section 1.0 Introduction 3 Section 2.0 Installing CMS 4 3.1 Requirements 4 3.2 Setup 4 3.3 Starting CMS 5 3.4 Networks 5 Section 3.0 Command Summary 6 3.1 Summary 6 3.2 Command Descriptions 6 3.2.1 List Box Commands 7 3.2.2 Edit Commands 7 3.3 Function Keys 8 Section 4.0 Main Menu 9 Section 5.0 Client Menu 10 5.1 Client Maintenance 10 5.1.1 Deleting Clients 11 5.2 Project Menu 12 5.2.1 Project Maintenance 12 5.2.2.1 Deleting Clients 13 5.2.2 Time Reporting 13 Section 6.0 Report Menu 15 6.1 Time Report by Project 15 6.2 Time Report by Employee 15 6.3 Mileage Report by Employee 15 6.4 Time Type Filter Report 16 Section 7.0 Utility Menu 17 7.1 Set Colors 17 7.1.1 Color Type 17 7.1.2 Available Colors 18 7.1.3 Finishing The Color Selection 18 7.2 Review Users 18 7.3 Maintain Users 18 7.3.1 Deleting Users 19 7.4 Table Menu 19 7.4.1 Client Type 20 7.4.1.1 Deleting Client Types 20 7.4.2 Client Sub-Type 20 7.4.2.1 Deleting Client Sub-Types 20 7.4.3 Time Type 20 7.4.3.1 Deleting Time Types 21 7.4.4 Initials 21 7.4.4.1 Deleting Initials 21 7.4.5 Project Type 21 7.4.5.1 Deleting Project Types 22 7.4.6 Project Status 22 7.4.6.1 Deleting Project Statuses 22 7.5 Index And Pack Files 22 7.6 Invoice Processing 22 Section 8.0 Help System 24 8.1 Help Screen Administration 24 8.2 Table of Contents 24 Section 9.0 Sample System Setup 25 Section 1.0 Introduction The Client Management System (CMS) is designed to allow client and project based businesses to track clients, employee time, and internal and external project costs. Clients can be classified into unlimited types and can be associated with unlimited projects. Employee can record time against projects for billing information or to track the cost of projects whether fixed price or hourly. The CMS is written to run on networks, as well as, stand-alone PCs. Record and File locking, where appropriate, for networking is built into the system. The system has been tested on Novell Netware only, but the system is suited to run on other networks as well. The CMS uses a menu system to allow the user an easy and simple method of accessing the different components in the system. With a few keystrokes, the user will is able to access the needed information. The report select will generate reports showing project costs, revenue earned for each project, time spent on different projects for each employee, and a mileage total for a project. The Client Management System is written in CLIPPER. This means that ad-hoc reports can be developed in any .dbf compatible report writer. Technical questions concerning file layouts or coding can be directed to Creative Business Solutions, Inc. You should read all of this manual before installing and using the system. If after reading the manual and trying the software, you still are having problems, please contact us at the address listed below. We also welcome any comments or suggestions on improvements to the system. Creative Business Solutions, Inc. 807 Queen Drive West Chester, Pa 19380 (215) 692-8182 DISCLAIMER OF WARRANTY THIS SOFTWARE AND MANUAL ARE SOLD "AS IS" AND WITHOUT WARRANTIES AS TO PERFORMANCE OF MERCHANTABILITY OR ANY OTHER WARRANTIES, WHETHER EXPRESSED OR IMPLIED. BECAUSE OF THE VARIOUS HARDWARE AND SOFTWARE ENVIRONMENTS INTO WHICH THIS PROGRAM MAY BE PUT, NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. GOOD DATA PROCESSING PROCEDURE DICTATES THAT ANY PROGRAM BE THOROUGHLY TESTED WITH NON-CRITICAL DATA BEFORE RELYING ON IT. THE USER MUST ASSUME THE ENTIRE RISK OF USING THE PROGRAM. ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF PURCHASE PRICE. Section 2.0 Installing CMS 3.1 Requirements CMS requires: An IBM compatible PC, 8088, 286, 386, 486. A minimum of 450 Kb of available memory. Approximately 1 Mb of free hard disk space for a moderately sized client list. Microsoft Compatible DOS version 3.3 or higher. Files = 40 in the CONFIG.SYS file. 3.2 Setup The following steps will take you through the installation process, follow each step in order without skipping any steps. STEP 1. Place the disk labeled 'Client management system' into your disk drive. STEP 2. If the A: drive is not the active drive, then type 'A:' . STEP 3. Type 'install', space, the name of the drive, space, and the name of the directory that CMS will be installed. If the directory is not in existence, 'install' will create the directory for you. Example 'install f:\client\project' . After following these steps, CMS will be installed on your hard disk in the drive and directory specified. If there is insufficient room on the drive then an error message will be display and the program will not be installed. If this happens, you will need to delete some files and run install again or designate a different drive for the installation. 3.3 Starting CMS To run CMS, change directories to the one specified for installation and type 'CMS'. The security screen will be displayed and you will be asked for your name. When the program is first loaded, the only user allowed in the system is 'SUPERVISOR'. Type 'SUPERVISOR' as your user name for now, this will allow you access to the system. Once in the system you can add your name to the list of authorized users. After adding your name to the user list, you should delete 'SUPERVISOR' from the list to prevent unauthorized access to your database. The number of authorized users allowed is virtually unlimited so every user should have his own user name in the system. WARNING: If the user 'SUPERVISOR' is deleted from the user list and the program exited without first adding an authorized user to the list, you will be unable to re-enter the system. 3.4 Networks If the program is run in a network environment, you should set the variable 'NUSER' equal to the login name of the user. For example, if you are running under Novell's Netware, add the following line to your login script: 'DOS SET NUSER=LOGIN_NAME'. This will allow CMS to automatically check the users login name against the authorized user list bypassing the security screen and entering the program at the main menu screen. For this to work properly, the users list needs to have the correct login name in its file. In order to use the install program to a network drive, the user must have network access rights to the target directory. Consult you network administration manual for further details. Section 3.0 Command Summary 3.1 Summary This section covers the different commands that the user may invoke. Some commands can only be used when a condition is met. An example is the Update command, it will only function if all the required fields are filled. Read this section carefully to avoid accidently invoking the wrong command. A quick reference table of commands is located in the back of this manual. Any word or combination of characters found between these symbols < > represents a key on the keyboard. Example: represents the enter key. Function keys are represented by the letter F followed by the number of the function key surrounded by brackets. An example: [F3] represents function key three. The menus may be manipulated two different ways. The first method is by using the up and down arrow keys to move the highlighted menu item. Once the desired item is highlighted, press to select that item. Using the second method, the user inputs the letter of the menu item to be selected and presses . Either method is fine and will accomplish the same thing, use whichever one is comfortable to you. To go back a level in the menu structure, or to end an activity, press . This will take you out of most activities with- out implementing them. Pressing in the main menu will pop up a window asking if you wish to leave the program, pressing or will exit you from the program. To abort leaving the program, press or use the arrow keys to highlight 'No' and press , this will take you back to the main menu. 3.2 Command Descriptions The following is a list of commands and their function. These commands can be invoked by entering the capital letter in their name. Some commands can be chosen by using the arrow keys to highlight the desired command and then pressing . 3.2.1 List Box Commands Command Description Search Search will allow you to search the database for the first occurrence of item you are looking for. The fields that are searched depends on the database that you are searching and the status of the index command listed below. Index Index will place the database that you are using in order according to the field that is chosen. This can be very useful when coupled with the search command, placing the desired field in order, you can search for the first occurrence of an item. Modify Modify is used to change the contents of a database record that is already in existence. Use the up and down arrow keys to change which record is highlighted. Highlight the desired record and press , this will bring up a window with the chosen record ready for modification. Add This command will bring up a window showing the fields for the database record that you wish to add. Most of the fields will be empty except for a few that have a default setting which can be overridden if the default data is incorrect. eXit The exit command functions the same as pressing . It will take you back one level of the menu structure. 3.2.2 Edit Commands Command Description Update Update will save the record shown in the modify or add window. If a field of the record is a required field and lacks the proper data, the record will not be saved. A message will appear indicting what field is missing the required or correct data. Any time the add or modify window is exited without being updated, changes made to the record will be lost. There is no autosave function for these windows. Change The change command will allow you to leave the add or modify window menu and modify the data for the record that is displayed. Forward The forward command will move you toward the end of the database while in the modify window. The record displayed will change to a new record as you move through the database. Back Back will accomplish the same task as 'Forward' except moving you toward the beginning of the database. Delete If the record being displayed in the modify window is no longer needed, you can dispose of the record with the delete command. If delete is chosen, a small window will appear asking confirmation of your choice before deleting the record, typing will delete the record. If you have changed your mind and wish to abort the deletion, type or press enter and you will go back to the modify window with the record intact. Use this command with care, once the record is gone, there is no way of retrieving the data that was deleted. Deleting files in one module will effect other modules in the system. Therefore, referential checks are done when a deletion is attempted. For further information on referential integrity, consult each specific module's documentation. 3.3 Function Keys There are two function keys used by the program, [F1] and [F3]. The [F1] key is use to bring up a help screen. Anytime you are in a window that is displaying a database record you can call-up a help screen. The help screen will give information on the record/d, its fields and which are required fields. The [F3] key is used in standardized fields and with the memo field. Any field that has a varrow displayed before its name is a standardized field. Data placed in those fields must comply with the standards placed in that field's list of acceptable data. The standards for a field maybe changed by using the appropriate module from the utility menu. Pressing [F3] will display a window with the standards for that field. Use the arrow keys to highlight the desired data Section 4.0 Main Menu Once you are in the system, the main menu will appear in the upper left corner of the screen. The three selection are the Client Menu, Report Menu and the Utility Menu. Highlighting one of the selections and pressing will allow you to enter the appropriate sub menu. Pressing will allow you to exit the program. Client Menu Report Menu Utility Menu Section 5.0 Client Menu When you choose the Client Menu option, the client menu will appear to the right of the main menu. The two selection are Client Maintenance and Project Maintenance. Highlighting one of the selections and pressing will allow you to enter the appropriate module. Pressing will allow you to return to the main menu. Client Maintenance Project Menu 5.1 Client Maintenance The client maintenance module is used to display the clients in the database. The database will help you keep track of your clients address, phone/fax number, who to contact and many other useful information. Within this module you have the ability to add new clients, delete old clients and update existing ones. By using the commands covered in section 3.2, you will be able to modify the fields of the client database. Listed below are the fields and their uses. Client Number An eight character field used to identify a client. Client Name Name of the client or organization. Address Address of the client. City Part of the address description, holds the city, state and zip code of the client. Phone Client's phone number. Fax Client's fax number. Contact This field is used to hold the person with whom business is done in the clients organization. Last Contact Holds the date of the last business contact with the client. Type, Sub-type These are two fields that can be used to classify your clients into groups and sub-groups for sorting purposes. Both of these fields are standardized and can be changed using the utility menu. Init This is a three character field used to hold the initials of an employee in your company, such as the person responsible for the client. This field is also standardized and can be changed by using the utility menu. Notes Notes is a memo field that can be used to hold information on the client and notes to yourself. The field will expand as needed up to 32K-bytes so you shouldn't worry about running out of room. To enter the memo field, place the cursor on the first line of the memo field and press [F3]. A window will be displayed showing the contents of the memo field. If the memo is empty, the window will be blank with the cursor in the upper left- hand corner. All the cursor control keys and paging keys work as normal and can be used to move through the memo. To exit the memo field, you can either press which will exit and save any changes or . After pressing , you will be asked if you want the memo saved. 5.1.1 Deleting Clients When deleting a client from the Client File, other records throughout the system will be deleted as well to preserve referential integrity. All projects in the Project Maintenance file, and all time transactions in the Time Reporting file which are for the client that is being deleted, will also be deleted. In order to perform this deletion, the user who is performing the deletion must be the only user in the Client Maintenance , Project Maintenance, and Time Reporting modules. 5.2 Project Menu There are two parts to the project menu, the Project Maintenance module and the Time Reporting module. Project Maintenance keeps track of client projects and the status of those projects. It can also be used to calculate revenue for different projects using the rate field. The Time Reporting module is used to record the amount of time spent on a project by an employee. Time Reporting tracks the number of hours used on a project for each employee working on a project. By using the rate and hours field, you can find the revenue for a project by employee. Project Maintenance Time Reporting 5.2.1 Project Maintenance When project maintenance is selected from the project menu, a new window will be displayed showing the information in the project database file. The project number, project description and rate is displayed along with the client name and number that relates to that project. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Project Number This field is used to hold an eight character project code. The field is standardized and can be changed using the utility menu. Description This field contains the project description. Client Number An eight character field used to identify a client. Client Name Name of the client or organization. Project Status This is a standardized field that can be modified by using the Utility Menu. A three character code with a description can be used to track the status of the project as it moves through the different stages of development. Status Date The last date the Project Status field was updated. Project Type This is also a standardized field. It can be used to divide projects into different related groups. This is useful when searching for a type of project in the file and when reporting on different project types. Rate The rate field contains the rate in which the client is being billed for the project. This rate can be overridden by the Time Reporting Module by entering an individual time transaction rate. Notes See Notes from section 5.1. 5.2.2.1 Deleting Projects When deleting a project from the Project File, other records throughout the system will be deleted as well to preserve referential integrity. All time transactions in the Time Reporting file which are for the project that is being deleted, will also be deleted. In order to perform this deletion, the user who is performing the deletion must be the only user in the Project Maintenance and Time Reporting modules. 5.2.2 Time Reporting The time reporting module is used to track the amount of time spent on a project by each employee. When selected from the project menu, a window will appear on the screen. This window displays the project number, project name and the related employee data for that project. Listed below are the field names and their uses from the time database. Project Number See section 5.21 for a description. This field is standardized and can be invoked with the [F3] key. A correct project number will cause the corresponding project name to be placed in the correct field. Project Name See section 5.21 under description. Employee Number This is a six character field used to identify and track employees. This field is also standardized and can be modified with the utility menu. Entering a correct employee number will place the corresponding employee name in the right field. Employee Name The last name of the employee with be displayed in this field. Date This field holds the date the work was completed for a project. The current date will be automatically placed in this field when the record is first created. If that is not the correct date, a different one can be entered in its place. Hours The number of hours spent working on a project. This field is accurate to 1/100 of a hour or 36 seconds. Rate This field is used to hold the override billing rate that an employee is to be billed at for the project. If this field is zero, the default rate from the project file is used. The max rate allowed is $99.99. Time Type This field can be used to divide the time spent on projects into different groups for accounting and tracking purposes. The field is standardized and can be changed with the utility menu. Miles Mileage travelled that will be billed when working on a project is entered in this field. Section 6.0 Report Menu When selected, the report menu will display a sub menu of reports that can be generated based on the information in the database. All the reports are date sensitive, you will be asked to enter the date period for the report being created. After entering the date, the system will generate and send the report to the printer. While the report is being created, you can not issue another command until the report has been sent to the printer. If you are on a network, the report may not print until you exit the program. Listed below are the reports that can be selected for the report menu. 6.1 Time Report by Project This report calculates the total amount billable to a project. The number of hours spent on a project along with billing rate is used to compute the billable amount. Mileage travelled for each project is also shown. Page breaks are conducted on each new project which is sub divide by employee. To run the report enter the date range for time transactions that you wish to include on the report. 6.2 Time Report by Employee This report is used to calculate the amount of revenue accumulated for the time period in question. The report uses the length of time spent on a project and the billing rate for that project to calculate the revenue. This report is grouped by employee, sub divided by project with page breaks on each employee. The miles traveled while working on the project is also shown on this report. To run the report enter the date range for time transactions that you wish to include on the report. 6.3 Mileage Report by Employee This report is used to calculate the amount of miles traveled for each employee. Page breaks occur on each new employee and is sub divided by project. To run the report enter the date range for time transactions that you wish to include on the report. 6.4 Time Type Filter Report This report is used to display all time transactions for one given time type. To run the report enter the desired time type to be printed. Section 7.0 Utility Menu The utility menu allows you to perform the following functions for the CMS. Set Colors Review Users Maintain Users Table Menu Index and Pack Files Invoice Processing 7.1 Set Colors This option allows you to set the colors used in your system. The colors you select will be saved in your user profile. They will become active when you run CMS the next time. Select the Set Colors option from your utility menu. 7.1.1 Color Type The Color Type Menu appears. There are six color types. Foreground This sets the foreground or text color of the system. Background This sets the background color for the system. Enhanced This sets the color of the boxes and the highlight of the current record in the selection windows. Error This sets the color of the error messages. Data Entry This sets the color of the data entry fields. A sub menu for foreground and background will appear. Both must be set. Menu This sets the color of the menu highlights. Again a sub menu will appear for foreground and background. 7.1.2 Available Colors After a color type is selected, the available colors will appear on the screen. Select the color you wish. Next, a menu will appear for normal, bright, or blink will appear. Make your choice. The color will change on the sample screen. 7.1.3 Finishing The Color Selection After you have the colors set as you like, hit escape from the main menu. You will be presented with three choices. Exit / Update This option will update the system with your settings. The settings will be visible the next time you access the system No This will return to the color menus. Reset This will reset the colors to the previous settings. 7.3 Maintain Users This option allows you to maintain the users in the CMS. Select the Maintain Users Option and a selection window of users will appear. The employee number, first name, last name, middle initial, and user identification number are displayed. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. User_id This is the user-id of the user. It must match the user-id in the login script for this user. Employee Number This is the employee number of the user. Last The last name. First The first name. MI The Middle Initial. Security The security level of the user as follows: 1 Administrator 2 Technical 3 Standard 7.3.1 Deleting Users When deleting a user from the User File, the system will check the Time Transaction File to ensure that no transactions exist for the user in order to preserve referential integrity. If time transactions exist, the user deletion will not be allowed. 7.4 Table Menu The Table Menu allows you to maintain the user-defined tables throughout the system. These tables are: Client Type Client Sub-Type Time Type Client Initials Project Status Project Type 7.4.1 Client Type This option allows you to upkeep the standardized type field from the Client Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character type identification code. Desc The type code description. 7.4.1.1 Deleting Client Types When deleting a code from the Type File, if a client record contains the code, a replacement Type code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Type field in the Client File for the all clients with the code that is being deleted. 7.4.2 Client Sub-Type This option allows you to upkeep the standardized sub-type field from the Client Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character sub-type identification code. Desc The sub-type code description. 7.4.2.1 Deleting Client Sub-Types When deleting a code from the Sub-Type File, if a client record contains the code, a replacement Sub-Type code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Sub-Type field in the Client File for the all clients with the code that is being deleted. 7.4.3 Time Type This option allows you to upkeep the standardized time type field from the Time Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character time type identification code. Desc The time type code description. Invoice Flag If this field is true, the code is an invoicable time type. If this field is false, the code is not an invoicable time type. 7.4.3.1 Deleting Time Types When deleting a code from the Time File, if a time record contains the code, a replacement Time code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Time Type field in the Time File for the all transactions with the code that is being deleted. 7.4.4 Initials This option allows you to upkeep the standardized initials field from the Client Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character initials identification code. Desc The initials code description. 7.4.4.1 Deleting Initials When deleting a code from the Initials File, if a client record contains the code, a replacement Initials code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Initials field in the Client File for the all clients with the code that is being deleted. 7.4.5 Project Type This option allows you to upkeep the standardized project type field from the Project Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character project type identification code. Desc The project type code description. 7.4.5.1 Deleting Project Types When deleting a code from the Project Type File, if a project record contains the code, a replacement Project Type code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Project Type field in the Project File for the all the projects with the code that is being deleted. 7.4.6 Project Status This option allows you to upkeep the standardized project status field from the Project Maintenance Module. To add, delete or change any of the records, use the commands described in section 3.2. Listed below are the field names and their description. Code The 3 character project status identification code. Desc The project status code description. 7.4.6.1 Deleting Project Statuses When deleting a code from the Project Status File, if a project record contains the code, a replacement Project Status code must be specified to replace the code being deleted to preserve referential integrity. The replacement code will be used to replace the code being deleted in the Project Status field in the Project File for the all the projects with the code that is being deleted. 7.5 Index And Pack Files This option will rebuild the indexes of the system and Pack the files. This should be run monthly or when instructed to by the system Administrator. Select the index option from the Utility Menu. This must be run on a inactive system. The Files will be displayed along with the number of indexes and the number of records in the file to index. This may take up to two hours to run. Only the system administrator may run this option. 7.6 Invoice Processing This option allow you to print an invoicing report from the CMS system for any time type code. During this process the time type code for the specified time transactions will be updated with another time type code. All time transaction with the original code up to the specified ending date will be printed and changed. Invoice Type The invoice type to be invoiced and changed by the replace with field. Replace With The invoice type to be changed to from the invoice type field. Client The client for whom the invoice process is being run. 'ALL' will run the process for all clients. Ending Date The ending date for which all time transaction will be change from the invoice type to the replace with fields. An example of how the invoice processing option can work follows in section 8.1. Section 8.0 Help System The Client Management System has an on-line help system available to all user from anywhere in the system. Pressing the F1 key activates the help system, and displays the help screen for the module from which the F1 key was pressed. The on-line help has the ability to do on-line help screen administration and on- line table of contents lookup. 8.1 Help Screen Administration The system allows for on-line changes to the help documentation when necessary. In order to be allowed to make changes to the help system, the user must have the security level 1 clearance as defined in the User Maintenance module. When the a help screen is called up, users with a security level of 1 may change and save the help screens. This functions works the same as the notes instructions in section 5.1 of this manual. 8.2 Table of Contents This function allows the user to browse through the help screen index and select other areas of interest. To access the table of contents, hit the ESC key from the help screen. The system gives the user two option, EXIT and TABLE OF CONTENTS. Choosing table of contents will bring up the help screen index. To view another help screen from a different module, highlight the desired index record and hit enter. Section 9.0 Sample System Setup The purpose of the Client Management System (CMS) is to track clients, provide billing information, provide payroll information and print mileage information. This will replace manual forms that would be required if this system were not in place. Tracking Clients The CMS Client Maintenance and Project Maintenance Modules will provide the means for tracking clients and the related projects for those clients. Billing Information Each consultant will enter a time record and apply it to a project on a regular basis. It is critical that this information be entered on a timely basis and that it be accurate. Each record will be tagged with a Time Type Code. The Time Types are; o TOI - To Invoice. This code signifies that the time transaction will be billed to the client when the monthly invoices are produced. It is the responsibility of the consultant to enter this code. If the time was spent toward the end of the month, and is deemed not yet appropriate to invoice the client, the time transaction will be set to HOI (Hold Invoice). The Time Type Filter Report will be printed before each monthly invoicing process for the HOI code, and all Held Invoices that are to be billed will be changed to TOI. o INV - Already Invoiced - This code signifies a time transaction that has been invoiced. This is set by the system after the invoice process is run with the original code of TOI replaced with INV. o HOI - Hold Invoice - This is for a time transaction that will be invoiced some time in the future. o NOI - Never invoice - This is for a time transaction that was spent on proposals or other non-billable items. Invoice Processing The administrator will run a system backup before this process is run. The Time Type Filter Report will print all time records with a type of HOI. This will stop invoices on hold from falling through the cracks. All invoices which are to no longer be held will be changed the a time type code of TOI. The Invoice By Project Report will be used to do invoices each month. This report is produced by the Invoice Processing Option. Client99 invoices will be done semi monthly, with all other clients' invoices done monthly. This report will print all time records with a time type of TOI up to the specified ending date. After the Invoice Processing Option is run, the TOI codes will have been set to INV codes and the Invoice By Project Report will have printed. Payroll The Time Report by Employee will print all billable hours (field INVOICE FLAG in the Time Type Table = .t.) HOI, TOI, and INV for a given date range by employee and project for hourly payroll purposes. Mileage Information The Mileage Report will print the miles to be reimbursed to the employee for a given date range.