BigTime “In the Know” Educational Series

For BigTime users who want to get the most value out of their investment, our “In the Know” educational series provides practical tips and best practice guidance on leveraging BigTime to maximize efficiency.

Invoicing 101: The Basics

Invoicing 201: Deep Dive Into Invoicing

Invoicing 101 is the first segment of the invoicing educational series. We will cover the most basic elements of invoicing in BigTime which includes the invoice overview screen, creating an invoice, and various actions that can be done on each invoice. 

  • Dashboard Overview 
  • Managing the invoice dashboard (filters, invoice statuses, invoice configuration, etc) 
  • Creating Invoices - T&M (other invoice types covered in 201) 
  • Email Invoice 
  • Default PDF templates (custom templates in 201) 
  • Posting to QuickBooks

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Invoicing 301: Reaching Expert Level

Invoicing 201 is the second segment of the invoicing educational series. If you already understand the basics and want to find out what else you can do within BigTime, this class is for you. We will cover: 

  • Types of invoice calculators (T&M, Fixed Fee, Item Based Billing, Custom, Manual) 
  • Creating custom PDF Templates 
    • Time and Expense Details 
    • Budget Status 
  • Invoice Preview 
  • Payments 
    • QB/BT/Wallet 
    • Posting/Importing Payments

Invoicing 301 is the third and final segment of the invoicing educational series. If you have a deep understanding of invoicing but want to make sure you're leveraging features to their full potential, this class is for you. We will cover: 

  • Consolidated Invoicing 
  • Converting templates to Source Only 
  • Invoice Review/Approval 
  • Invoice Reports 
  • And more!

BigTime “In the Know” Educational Series

For BigTime users who want to get the most value out of their investment, our “In the Know” educational series provides practical tips and best practice guidance on leveraging PSA software to maximize efficiency.

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Reporting 201: Deep Dive Into Reporting

Reporting 101: The Basics

Reporting 101 is the first segment of the reporting educational series. We will cover the most basic elements of reporting in BigTime which includes report types, report settings, and the report center. 

  • Navigating the report center
  • System/default reports 
  • Report settings 
  • Report types 
  • Custom reports 
  • Basic settings - grouping, filtering, permissions 
  • User rights

Reporting 201 is the second segment of the reporting educational series. If you already understand the basics and want to find out what else you can do within BigTime, this class is for you. We will cover:

  • Custom reports (deep dive into filters and settings, report headers, and reporting on invoices, task + budget status, and financial data) 
  • Adding reports to project financials
    Sharing reports (My Reports, public reports) 

Reporting 301: Reaching Expert Level

Reporting 301 is the third and final segment of the reporting educational series. If you have a deep understanding of reporting but want to make sure you're leveraging features to their full potential, this class is for you. We will cover common reports such as allocations/budget, invoice, and time and expense.

  • Allocations/budget reporting (allocation period and detail types, cost projections, budget status, and fixed fee and hours*rate revenue projections) 
  • Staff utilization (utilization dashboard, free time reports, utilization by month/staffer)

Want to learn more about managing projects in BigTime? 

Join our upcoming class where we’ll discuss: 

  • Project dashboard + settings 
  • Teams (team and team leads, "staff teams") 
  • Bill rates (base rates, custom bill rates, rate cards) 
  • Project history (time/expense/billing)

Want to learn more about budgets and allocations in BigTime?

Join our upcoming class where we’ll discuss:

  •  Task basics (task editor, overview, creating tasks, task dashboard, creating budgets) 
  • Allocations: general overview (monthly vs. weekly, settings, views: by task vs. by staffer, shifting allocations, dashboard + graphs) 
  • Allocations: deep dive (role allocations, view by staff + "suggestions", projections - revenue recognition model)