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OFFICE
MANAGER is a practice management program
designed for accountants, financial planners, attorneys,
and other service businesses that need to easily consolidate
all major operational functions under one program umbrella.
Major Features
System Requirements
Licensing
Screenshots
Major
features
• Scheduling
Schedule your company appointments and have your schedule
available to your employees at their desks. Office Manager
provides instant access to your appointment calendar with
easy confirmation and tracking of appointments. The program
allows you to quickly access other program features from
the appointment calendar.
. Enhanced Client Communications
Our Client Communication Module acts as an electronic telephone
call list allowing your staff to note incoming calls and assign
them priorities for your return call. You can also use this
module to track and record your client communications, sorting
them by date, client, or provider.
You can make a record of your client's
call to you, place it on your to do list, and save the call
electronically to retrieve if you need it later! This very
handy feature will make you more efficient in dealing with
your customers!
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Job or Engagement Tracking
Allows you to schedule jobs (engagements) for your clients
and to track these jobs through their progression from start
to finish.
• Client (Customer)
Billing
A complete billing system that allows you to create invoices
from multiple billing reports entered for sales, consultations,
or engagement related activities. Billing reports for recurring
events can be automatically created.
• Time Tracking and
Management
In conjunction with the billing features, you can record
time expended for each billable event. These values can
be used to track billable hours or provide management reports
to gage productivity of staff.
• Accounts Receivables
Management
A companion of the billing system, the accounts receivable
system tracks your receipts and credits to allow you to
send invoices and statements to your customers in a timely
manner. You can schedule finance charges to be applied to
overdue balances, or calculate sales taxes on invoices that
are taxable.
• Document Tracking
Never lose a document for your clients again with our document
tracking system! Create documents from our program using
Microsoft Word®, PowerPoint®, or Excel® or Corel’s
WordPerfect® or enter the location for existing documents
into our document library for easy access.
• Report Generation
A complete stable of reports covering all features is available
with a few keystrokes. Sort and filter your reports from
multiple choices to make your reports more meaningful to
you.
• Ease of Use
Office Manager was designed for you – to make your
use of the program intuitive, simple to follow and easy
to understand. A first class help system that can answer
your questions, plus field “tool tips” answers
you questions in a timely manner when you need assistance.
And for those of you who need assistance, a first class
support team of programmers and technicians are ready to
assist you at our toll free support line.
• First Class Support
E-Mail support is available to you without charge at any
time. For forty-five days after initial program installation,
you will have unlimited access to our technical support
staff to assist you with questions about installation and
operation of the OFFICE MANAGER.
For telephone support after the forty-five day initial installation,
you can subscribe to a paid support plan for telephone support
or get free support via our eMail or internet support system.
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System
Requirements
Minimum
hardware requirements are listed below. Recommended requirements
are Microsoft Windows®
XP
with Service Pack 2, Computer
with a 2.0 ghz or faster processor and 512mb of RAM.
. Hardware
Computer with a 600 mhz or faster processor
192 MB of RAM or more
6.7 MB of available hard-disk space (Program only)*
CD-ROM drive
1024x768 or higher-resolution display with 256 colors
Keyboard and Microsoft Mouse or compatible pointing device
*
Installation of Microsoft .NET Framework (version 1.14)
and Microsoft windows installer may be required on computers
not running Microsoft® Windows® XP.
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Operating System
Microsoft® Windows® 2000 with Service Pack 4,
Microsoft® Windows® XP with Service Pack 2 (recommended)
Microsoft® Windows® XP Professional x64 Edition
(WOW)
Microsoft® Windows Server™ 2003 with Service Pack
1
Microsoft® Windows Server™ 2003, x64 Editions
(WOW)
Microsoft® Windows Server™ 2003 R2
Microsoft® Windows Server™ 2003 R2, x64 Editions
(WOW)
Microsoft® Windows Vista™
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Licensing
• OfficeManager
is licensed, not sold, based on the number of seats required
by the user. You can tailor the cost of the program to your
needs. Each available user (staff or manager) will need
a licensed seat to operate the OFFICE MANAGER. Discounts
are available for multiple users. Incentives are provided
for new users during our product introduction period (until
December 31, 2006).
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Single user: |
$
299.00 |
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Three user pack: |
$ 750.00
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Five user pack: |
$1099.00
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Additional
users: |
$250.00 |
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For
larger quantities, contact our sales department at 1.800.551.7520,
extension 200 or email us at sales@burton-software.com
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For a product demonstration on-line
call us at 1.800.551.7520, extension 202 or email us at
sales@burton-software.com
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PRODUCT
INTRODUCTION INCENTIVES
Purchase the OFFICE MANAGER before December
15, 2006 and receive an additional seat (i.e.
3 seats for the price of 2) for the price of
your program
PLUS
a one year subscription to our Gold priority
support service
(a
$549.00
value)
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Purchase
the OFFICE MANAGER before December 31, 2006
and receive an additional seat for the price
of your program.
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Screenshots
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