Using Resource Manager:
To use the Billing Resource Manager you will need to have the PositiveWare Billing and Billing Administrator modules activated. This will add a "Billing" tab to the set of navigation tabs. Click on the Billing tab and then choose the Resource Manageroption.
The main Resource Manager page displays the budgets for all clients in the current financial year. This view can be scrolled forwards or backwards in time by clicking on the double arrow buttons surrounding the dates.
Adding A New Budget:
There are two ways to add a new budget with Resource Manager. Either click on the '+' symbol in the appropriate month, or use the drop-down boxes at the bottom of the screen to select the appropriate combination of client and month. Either of these actions will take you to a new budget page.
When creating a new budget, you will be given the choice of copying forward the previous month's budget. If you select this option, details of the previous month's budget will automatically be populated in your new budget.
Populating A New Budget:
PositiveWare allows you to create three types of budget:
· Hourly: The client is billed based on the exact number of hours worked. This is estimated at the beginning of the month, then the actual hours worked are recorded as the month progresses and billed at month end.
· Retainer: The client pays a fixed monthly fee based on the expectation of a reasonably predictable and stable monthly workload or of guaranteed availability when needed.
· Project-Based: The client is charged a fixed fee for the project. This fee remains fixed even if the workload proves to be greater or less then expected.
Follow these steps to populate a newly-created budget.
1. Select the billing type for the budget - either Hourly, Retainer or Projectbased.
2. Enter suitable figures for the client billing into the additional fields that are displayed after choosing a billing type.
