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877.520.1525
REQUEST A DEMO
 * Products
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    * Electronic Signature Software Overview
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    * Due Date Tracking
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+1 877.520.1525
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CLIENT PORTAL

 * Client Portal Software Overview
 * Client Relationship Management (CRM) Software
 * Contact Management Software
 * Calendar Scheduling Software

TIME & BILLING

 * Time & Billing Software Overview
 * Time Entry Software
 * Billing Software
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 * Credit Card Processing Software

DUE DATE TRACKING

 * Due Date Tracking Software Overview
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REPORTING & ANALYTICS

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 * Integrations Overview
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Copyright © 2000-2022. ImagineTime Inc. All Rights Reserved. Privacy Policy.
141 Laurel Hill Drive, Rutherfordton NC, 28139 | 9am - 6pm ET


 * BIG NEW FEATURE! Scheduled Recurring Payments. Now you can completely
   automate recurring invoicing with scheduled payments to process Credit Cards
   and ACH transactions. When payments are processed, based on the scheduled
   payment date, invoices are created, payments are associated with the invoices
   and time released with automatic write up/down. In addition, emails are
   automatically generated, with options, to notify clients in advance of
   scheduled payment.
 * NEW FEATURE! To-Do’s now have Due Dates! A filter option has been added to
   quickly see To-Do items by selected date ranges. The Staff Name is now
   displayed for the staff that created the To-Do!
 * NEW FEATURE! Assign a Contact to Multiple Clients. A new utility has been
   added in Settings > Utilities. Add a Client Contact once and assign to
   multiple clients in batch.
 * FIXED. Email notifications are now sent when Task items are completed from
   the Task List.
 * UPDATED. Calendar events were updated to include the client name and client
   phone numbers. This information is now updated to display on the event for
   Outlook and Google Calendars.
 * UPDATED. The Utility to batch assign Invoice Templates and Finalize Actions
   has been updated to include the Finalize Only Option.
 * NEW FEATURE. Client > Email tab now has a Date Range filter for emails. The
   default is to display the last 30 days of emails.
 * NEW FEATURE! Automatic Project and Task Email Alerts that are sent to
   selected staff. There are 2 types of email alerts generated every day.
   Projects and Tasks that are approaching Due Dates and Projects and Tasks that
   are Past Due. Each email provides a list of Clients that meet the criteria.
 * FIX. Editing a Time Entry would inadvertently display a billable time record
   as non-billable. Resolved.
 * FIX. Reports Center > User Reports Tab was not correctly displaying the
   logged in User as the option for filtering the report. Resolved.
 * FIX. Project Management. The Batch Update function was not updating the Due
   Date with the entered Due Date. Resolved.
 * UPDATED. Batch Invoicing. Filters have been updated to include Billing Group.
 * NEW! Project Task List can now optionally show all tasks available for work
   regardless of the order of completion.
 * UPDATE. Timers were not displaying correctly on some monitors. Resolution
   adjustments have been implemented to resolve this issue.
 * NEW FEATURE! The Client List will now remember the selection for number of
   clients to display based on pagination selection at bottom of the list.
 * NEW FEATURE! A Billing Group utility has been added in Settings > Utilities
   to batch update clients with a Billing Group.
 * NEW FEATURE! Project Management Budgets. When projects are completed that
   have a Budget created, the budget will automatically be created for the next
   year if the project is the last month of the firm year.
 * UPDATED. Time Entry Dialog updated to increment the Billable Time based on
   the firm’s time increment setting. Previously Actual Time was defaulted to
   Billable Time. This will still work if .25 is actual time and the billing
   increment is .25. If the Actual Time is less than .25 then the Billable Time
   will auto increment.
 * UPDATED! Project Management Dashboard UI improvements for Project and Task
   Summary’s.
 * NEW! Global Searching is now available when adding a project from a firm
   template. Now a list of many templates can be narrowed with the global search
   feature.
 * NEW! Project Management. The number of allow tags has been increased to 20!
   Colors can now be assigned to tags based on your preference. Tags with no
   description will no longer display with our NEW Dynamic Tag creation.
 * NEW! A new DMS Button has been added to the Client view. Selecting this
   button will automatically redirect to the Document Management System and LOAD
   THE CLIENT DOCUMENTS!
 * UPDATED! The Company Location feature has been added to Recurring Invoicing,
   Projects & Task Lists for filtering.
 * UPDATED! Invoices now display the Company Location and Logo on invoices.
 * UPDATED! Previous Balance option for invoices can now be controlled at the
   client level.

 

What’s Coming:

 * Electronic Payments – Auto Surcharge for qualified Credit Cards – RELEASE
   DATE – ANY DAY NOW!
 * Project Management Task Due Dates can be optionally updated automatically
   based the Project In-Date, or the 1st Task Due Date.
 * Permission Profiles will now be DYNAMIC! Create your own profiles, assign to
   Staff and make adjustments at the Staff Level.
 * Auto Save Timers! We are moving away from the browser cache to a more
   reliable method of saving timers in the event you lose internet, or close the
   browser inadvertently.
 * Time Entry Dialog will be updated to select a Client Project and Task if
   Project Budgets are enabled.

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 * NEW! Payments can NOW be assigned from one client to another.
 * BIG NEW FEATURE! Engagement & Project BudgetingCreate Revenue and Time
   Budgets. Email Notifications with 8 levels of alerts based on percentage of
   budget. Auto Rollover features with 3 options to create next year budgets.
   Track time at the Engagement, Project and Project Task Level. Game changing
   practice management tools!
 * NEW! Tutorial Videos have been added in the application. Look for the orange
   button – Tutorials!
 * BIG NEW FEATURE! Client User Defined Fields now have Dynamic Templates. Set
   up templates with user definable columns and clone to clients. Override
   features at the Client Level to ignore Firm Templates!
 * NEW! Option at the Firm Level to Auto-Pause Timers.
 * NEW! Mass Delete Clients that are inactive and qualify for deletion
 * NEW! Scheduling/Calendar now have a REMINDER Option with predefined options.
   Popups will display any where in the application based on options.
 * NEW! Scheduling/Calendar now have the option to display the Office or Mobile
   Number in the appointment event. Select the Client and Phone Numbers are
   available in a dropdown list!
 * NEW! Block Time Entry. Optional setting at client level.
 * NEW! Scheduling. Calendar Resources now display the color of the resource in
   filter options to easily identify appointments by staff on the calendar.
 * NEW! Multi-Select Checkbox lists now allow for selecting a range of items
   using the the Shift Key.
 * NEW! Calendar Appointments have been added to export utilities and can NOW be
   exported to an excel spreadsheet by date range.
 * NEW! Batch delete Active / Inactive Engagements that qualify for deletion.
 * UPDATED! Email Log at the Client Level has been updated with a Date Range
   filter.
 * NEW! Ability to search by Client Number in Cash Receipts, Time Entry and
   Invoicing
 * NEW! Prior Balance, for invoice printing, can now be hidden at the Client
   Level.
 * UPDATED! To-Do items can be now be assigned by all staff permission levels.
 * UPDATED! Project Notes have been updated with a interface with Staff Pictures
   and Timeline view.
 * NEW! Invoice Review now has Batch Operations! Change the Invoice Template and
   Finalize Action for all selection Client Invoices.
 * FIXED! Private Memos are now saving for Timer transactions.
 * NEW! Reports Center Aging Reports updated to only select an As Of date. WIP
   Aging Reports are NOW DYNAMIC!
 * UPDATED! Expense Manager. Loading slow for the year selection. Global Search
   – Client Name has been added to the filter.
 * UPDATED! Project Management. Cloning Projects now allow for changing the
   project template name.
 * UPDATED! Client Portal Login case sensitivity on login resolved.
 * NEW! Emailing Statements now has optional settings to control the Button Type
   in the body of the email.
 * NEW! Project Management. New filters added.

What’s Coming:

 * Electronic Payments in Recurring Invoicing – Released within the next week!
 * Electronic Payments – Auto Surcharge qualified Credit Cards – COMING SOON.
 * Capacity Scheduling Planning based on Budgeted Time
 * Email Integration with Outlook and Gmail. Bring your email into Mango
   Billing!
 * Client Scheduling – Clients will have the ability to schedule their
   appointments based on Staff availability from your website!

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 * NEW! Option in Settings > Invoices. Skip Invoice Review. If Invoices are
   marked as Finalize Only they will not show in Invoice Review.
 * NEW! Timers now have an option to limit the number of open timers. See
   Settings > Time & Expenses.
 * NEW! Timers now have the Private Memo option when adding a timer instead of
   accessing the option when Converting To Time Entry.
 * UPDATED! Write Up/Down is fixed to only allow a manual
 *  write up/down and is not automatically allocated based on Invoice Amount.
 * UPDATED! Schedule Printing has been updated to print 100% height.
 * UPDATED! Adding an event to the Schedule and putting the Client Name has been
   improved to remove the client and searching by any part of the client name.
 * NEW! Reports Center now has a Filter Reset button to clear all filters.
 * UPDATED! Batch Invoicing now has a warning message if navigating away after
   changes have been made prior to Processing Invoices.
 * UPDATED! Accounting > Edit Deposit has been updated with new features and new
   buttons for Editing Cash Receipts vs. Editing the actual Deposit.
 * NEW! Time Card Entry. Ctrl-I is now available to quickly insert a new entry.
   Other UI/UX enhancements.
 * NEW! New Wildcards added. ^NM, ^CQ, ^PQ. ^NQ Next Month, Current Quarter,
   Prior Quarter, Next Quarter
 * NEW! Cash Receipts. Option to Pay by Groups. Improvements made to selecting
   and making payments for Searching by Invoice Number and Groups.
 * NEW! To-Do Email Notifications. Option to turn-on email notifications in
   Settings > Notifications when To-Do’s are created for other Team Members.
 * UPDATED! Project Management. Permissions updated when it comes to who is
   allowed to complete projects from the Project List.
 * NEW! Payments can be unapplied from an Invoice without having to reverse
   payment and reenter.
 * NEW! Batch Invoicing/Manual Invoicing. New option in Settings > Invoices to
   Roll-Up Expenses (Narrative Invoices Only) by default.
 * NEW! Project Management. New filters added.

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 * NEW! Invoices can now be edited and the INVOICE AMOUNTS CHANGED! Write/Up
   down is automatically recalculated.
 * NEW! Rate Templates have been completely updated and allow for various types
   of Rate Templates that can be assigned to Clients and Activities.
 * NEW! Notification Emails for client payments. You can now control who
   receives these notifications within your firm. It can 1 or more members
   within the firm. See Settings > Notifications.
 * UPDATED! Microsoft/Google calendar integration can now handle appointments
   with 1 or more calendar resources assigned to the event and events scheduled
   by others.
 * UPDATED! Reassigning time and other batch requests have been optimized to run
   faster with a large number of records selected.
 * Fixes! Improvements made to Last Stop Time and Start Time when creating Time
   Records.
 * NEW! Expense Roll Up Options have been added to Batch Invoicing and Recurring
   Invoicing.
 * NEW! Client Portal. When clients upload documents in the DMS, the Modified By
   now records the logged in Client Email to annotate who uploaded documents.
 * NEW! Settings > Assignments > Engagements. There is now an option to display
   Clients that DO NOT have engagements assigned to simply assigning
   Engagements.
 * NEW! Documents uploaded in Project Management can be optionally assigned to a
   Client Folder in the DMS.
 * NEW! Batch Invoicing. The default Engagement Invoice Description can be
   modified and optionally saved as the new default invoice description.
 * NEW! CLIENT PORTAL HAS A NEW LOOK! The client portal has been updated with a
   completely new interface and NEW Document Management Features.
 * NEW! Project Management Filter Options now allow filtering on specific dates.
   Due Date, Extension Date and Out Date. There is now a Custom Date Range that
   can be entered for filtering specific date ranges!
 * NEW! Deposits can NOW BE EDITED! Payments can be moved to other deposits or
   banks!
 * NEW! Calculated late fees can now be exported to a report prior to
   calculating.
 * NEW! Client Contacts. Now you can designate the default contact to be show on
   the Main Client Screen.
 * NEW! Last Late Fee Date Utility. Set the last late fee run on all open
   invoices to correctly calculate late fees moving forward.

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 * NEW! Security Features – 2-Factor Authentication (2FA) and Microsoft Single
   Sign On (SSO). Requires enabling at the Firm level (1st) and then at the
   Staff Level (Optional).
 * NEW! Reverse Invoices without having to remove payment(s). Payments will
   automatically be handled as Advance Payments.
 * NEW! Applying Advance Payments can now be applied to invoices in batch and
   auto applied! Updated in Client View and Cash Receipts Entry.
 * UPDATED! Microsoft calendar integration can now handle bi-directional sync
   of recurring events and all-day events.
 * UPDATED! Project Management UI updated for Project Notes and Document
   Management. Coming Soon! Documents uploaded in Project Management can be
   linked to the Client DMS.
 * NEW! Footer Message now supports wildcards. Design a customized remit stub.
   Wildcards – ^CN, ^ID, ^IN, ^IA (Client Name, Invoice Date, Invoice Number,
   Invoice Amount)
 * PLEASE NOTE: Wildcards for Time Entry and Invoicing and the default
   Engagement Invoice Description. ^CY, ^PY, ^CM, ^PM, Current Year, Prior Year,
   Current Month, Prior Month.
 * NEW! New option in Settings > Other to hide the dashboard Leaderboard for ALL
   and SHOW for Admin.
 * UPDATED! Label Printing now supports multi-select and Filtering! Filter for
   invoices to be printed in Invoice Review. Printing has been optimized to
   print faster! (Uploading latest Dymo SDK is required)
 * UPDATED! DMS now shows a colored yellow folder icon if documents have been
   uploaded. An empty folder shows a grey colored folder icon.
 * Fixed! The Payment ‘Thank You’ email will not be auto generated for
   Write-Offs and Credit Memos.
 * NEW! User Dashboard To-Do Kanban will now save the last settings for filters.
 * NEW! Reports Center – Only an Admin can remove reports from the User Reports
   tab.

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 * NEW! Document Management System – Mass Invite your clients to the Client
   Desktop Portal. Selectively choose Client Contacts to Invite.
 * NEW! Invoices can now be reversed without reversing the payment. The invoice
   will be reversed and the payment treated as an advance payment.
 * Project Management – Sorting added to columns in the Client View.
 * Client View > Projects. Projects can now be viewed by Status.
 * Outlook Live and Outlook 365 Integrations have been updated.
 * NEW! Scheduler/Calendar – Staff resources can now be grouped on the calendar
 * NEW! Document Management System – Link Sharing is now available to securely
   share files. Options to email or copy/paste link with security Q & A.
 * NEW! Deposits/Cash Receipts – Reversing a Payment that has been Deposited
   will now automatically adjust the Deposit Report.
 * NEW! Project Management – Project/Task tags can now be assigned in batch.
 * Exporting Time – Options have been added to filter for open and billed time
   records.
 * NEW! Project Management Dashboard – Updated with date range filters. Task
   View totally revised to provide more information regarding tasks. Grouping by
   tasks provides information regarding the tasks that are ready to work and
   active.
 * NEW! Customized Email Templates for Invoices, Statements and Cash Receipts –
   Thank You.
 * NEW! Client Statements – Can now be previewed before printing and emailing.
 * Apply Time to Invoices – applying time to an invoice has been improved!
 * Apply Time to Invoices – Filters have been added.
 * NEW! Client Notes – Now have a Timeline feature to view notes.
 * Project Management – Options added to display tags on the Dashboard for
   Partners/Managers. See PM Settings.
 * Project Management – Improved Custom Repeat options for choosing unique due
   dates.
 * NEW! Document Management System – New option to restrict clients from
   uploading documents to folders.
 * NEW! Document Management System – New option to Archive documents. Deleting
   folders/files will is done from the Archive area in order to prevent
   accidental deletion.
 * NEW! Time Sheet Entry/Time Card Entry now have an option to select starting
   day of week. Sun/Mon.
 * NEW! Time Sheet Entry/Time Card Entry now have an option to select starting
   day of week. Sun/Mon.
 * NEW! Project Management. Tasks can now have multiple staff assigned.
 * NEW! Private memos can now be viewed during the invoicing process. Private
   memos have been added to time reports in the Reports Center.
 * NEW! Calendar/Scheduler. Now has a refresh button!
 * NEW! Time Sheet Entry/Time Card Entry now have an option to select starting
   day of week. Sun/Mon.
 * Late Fee Calculations. Improvements made to handle reversing Late Fee
   Invoices.
 * NEW! Client Portal. Option to hide the DMS feature in the Client Portal.
 * NEW! Timers are now saved if the browser tab is closed! Logging back
   into Mango will automatically start the timers.
 * NEW! Performance Enhancements for loading large datasets! We now compress
   data for faster transfer rates.
 * User List. Added a column to see which Staff are Calendar resources.
 * Client Contacts. Improvements made for controlling email options and client
   portal access. Columns added to the Contact List.
 * Column Choosers added to many tables allowing for user defined customization.
 * Timers. Buttons added to Save All open timers. Delete Option now available on
   the timer.
 * Document Management System. Ability to upload any file type.
 * Recurring Invoicing – Improvements made to easily add items. Wild Cards (^PY,
   ^CY, ^CM, ^PM) now supported.
 * Batch Invoicing. Improvements to filtering. Wild Cards now supported.

CLOSE

Reassign time records to another Client/Engagement. In Manual, Recurring, Batch
Invoice time records can now be reassigned. In Clients > Invoice tab, time
records can be reassigned.

Batch Delete. Time Records can be batch deleted in Time Sheet Entry, Manual,
Recurring and Batch Invoicing.

If you have the PRO & Enterprise version – you now view Open/Closed projects
from Project Management in the Client view.

INVOICE PREVIEW IS HERE! You can now view invoices in Manual, Recurring and
Batch invoice before saving the invoice.

Column Choosers (NEW UI FEATURE) has been added to many tables allowing for
custom defined columns to display with auto saving.

Global Filters have been added in Batch Billing to filter by Activity to assist
with viewing open time records.

Custom Payment Types! A new feature has been added in Settings > Lists > Payment
Types. Capability has been added to create and delete payment types (required
payment types can’t be deleted)

Timers – NEW functionality to Save All timers without having to save
individually and view the Convert to Time Entry screen.

Slide Outs! Have been added in many areas to provide a better user experience
with viewing data.

Recurring Invoice has been updated! Multiple Engagements and Expenses can now be
predefined in templates.

REMINDER: Wildcards are supported in memo fields. ^CM, ^PM, ^CY, ^PY. Current
Month, Prior Month, Current Year, Prior Year.

Expenses can now written up or down while invoicing.

ADMIN/FIRM TIME. New setting to force billable amount to $0.00. See Settings >
Time & Expenses.

MANGO PAYMENTS IS HERE! BETTER USER INTERFACE! GREAT RATES! CLICK TO PAY IS
COMING VERY SOON! MOBILE DEVICES SUPPORTED!

Project Management – Filters added to get projects faster!

Duplicate Invoice Numbers – New feature to avoid duplicate invoice numbers with
multiple billers in the system concurrently.

TAX VENDOR INTEGRATIONS ARE HERE!

ImagineShare integration is live! If you’re not using ImagineShare to request
files securely from clients – inquire what this feature can do for you. Fully
integrated with the Mango Billing DMS.

MANY OTHER IMPROVEMENTS/FIXES ADDED – ALL FROM YOUR REQUESTS AND SUGGESTIONS!

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We are happy to release MangoPayments. The latest improvement to
the Mango Billing platform for processing Credit Card and ACH transactions.


INTRODUCTORY PRICING:

Credit Card – 2.75% + .20 | ACH – $2 flat / transaction for 6 months.
Reverts to 2.89% + .29 | ACH – $2 flat / transaction.

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UPDATED DOCUMENT MANAGEMENT SYSTEM (DMS)

The DMS has a new look and a better user experience! Here are just some of the
NEW features:

 1.  Improved performance and layout of folders & files!
 2.  Option to view files in Detail View or Large Icons
 3.  Improved sorting in Detail View
 4.  Multiple Select for Drag and Drop, Download, Delete. You can now download
     an entire folder structure to a zip file.
 5.  Bread Crumbs to navigate easily between folders.
 6.  Uploading files is faster and much easier!
 7.  Upload ANY file format. (Great way to share QB files securely). Preview
     most popular file formats.
 8.  Permissions and Notifications can be created at the parent level and
     duplicated, optionally, to subfolders.
 9.  Right-Click Features on folders and files updated.
 10. Search Folders & Files for a selected client
 11. Improvements to Drag and Drop between folders
 12. Copy/Cut and Paste files now supported between folders
 13. Fixed issues email templates replacing text


LET US KNOW IF YOU LIKE THE NEW DMS!


MULTIPLE BILLING ADDRESS

You can now create multiple addresses for a client and designate the
default billing address.

A previously new feature which allowed cloning a client, engagements and
contacts now supports cloning the additional addresses.


BATCH BILLING

Improved user interface! Filters are now in a slide out with NEW filters. Filter
by Billing Partner, Hourly or Fixed Fee Engagements ( Thanks Jeff! )

Editing/viewing time records is now in a slide out to view more records to make
inline editing of time records better (same a recent improvements made in Manual
Invoicing).


PROJECT MANAGEMENT

3 more user definable tags have been added in Settings allowing for more ways to
segment projects.

Filters have been moved to a slide out to allow for more screen real estate.

Other improvements & fixes.


OTHER UPDATES

 1.  Time records that have been locked based on # of days (Settings), can now
     be edited by Admin but locked for all others if still unbilled.
 2.  Resets have been added to many filters options
 3.  During Manual Invoice, if no time records available, then Detail style
     invoices are deactivated.
 4.  Default sorting fixed on tables
 5.  Column Choosers have been added to the Client List, Project List and Task
     List. Your selected columns are now saved by the logged in User.
 6.  Improvements made in Recurring Invoicing.
 7.  Improvements in Late Fee Calculations and Statement Generation.
 8.  Scheduling optimized to only load selected calendar resources.
 9.  To-Do List Kanban boards now show Edit/Delete when hovering over a card.
 10. Many other small fixes and enhancements!

CLOSE


TO-DO LIST.

The To-Do List now has KANBAN boards! The To-Do List is a great tool for quickly
recording To-Do items instead of cluttering up your desk with written reminders.
There is a button on the User Dashboard to access the To-Do List. To-Do Items
can be viewed as Kanban Items or List Items.






PROJECT MANAGEMENT – BATCH UPDATE FOR PROJECTS & TASKS

Projects & Tasks can NOW be updated in batch! Great utility for making changes
to existing Projects & Tasks.



Batch Update – Tasks




CLIENT VIEW NOW HAS GOOGLE MAPS!

Great tool for viewing where a client is located on the map. Both Satellite and
Map view are support with zooming supported and Street View! To access this
feature, the icon is located top right of the Client View.




MAP VIEW



Other Updates:

 1.  Invoice Blocking – A new feature in Settings > Invoices to allow 1 user
     only to generate invoices at a time.
 2.  Improvements in Batch Invoice. New icon to preview client information, A/R
     Balance, Invoice and Payment History. More improvements coming in next
     week!
 3.  Updates to Auto Log out after a period of inactivity in Mango Billing.
 4.  Updates to Cloning a Client. Option to indicate a NEW client name when
     cloning.
 5.  All dropdown lists have been updated to show a default item if only 1 item
     is available.
 6.  Updates in Client Portal for Payments Processing.
 7.  Client List – If view Contacts and the NEW button is selected, the
     application will assume you are adding a NEW Contact instead of a Client.
 8.  New Setting in Time & Expenses. Require and Expense Description is now an
     option.
 9.  New Client Setup. When a new client is added, you will be prompted to add
     Projects in Project Management if on the PRO & ENTERPRISE versions.
 10. Reports Center – New Reports added.
 11. Other Updates, Bug Fixes and User Interface (UI) improvements.

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 1.  Client & Client Contacts – Clone feature added.
 2.  New Invoice Template – Narrative Simple – No Remit
 3.  Narrative Invoice – Ability to optionally roll up expenses to total
     services amount and not print detail expense items on invoice.
 4.  Practice Management – Ability to clone a Project Template
 5.  Practice Management – Ability to optionally roll task due dates on
     completion.
 6.  Practice Management – Unassigned option added in dropdowns for tasks.
     Allows to quickly find tasks not assigned.
 7.  Practice Management – Task due dates can now be rolled forward based on
     Project Repeat options.
 8.  Practice Management – Client & Client Contacts – Ability to reset
     passwords, copy email to clipboard and email using default email editor.
 9.  Practice Management – Task List can optionally show only tasks that are
     ready to be worked – if the option to complete in Sequential Order is
     selected.
 10. Timer Component – Updated to handle browser issues.
 11. Zip Codes – Adjusted throughout application to handle International
     Zip/Postal formats.
 12. Company Locations – Added in Company setup that allows for multiple firm
     addresses.
 13. Sales Tax Updates – Sales Tax can now be calculated at the Firm Level,
     Company Level or Client Level.
 14. Cash Receipts – Allow application of payments to invoices with inline
     editing.
 15. Cash Receipts – NEW Auto Apply feature that will automatically allocation
     payment to oldest invoices.
 16. Manual/Batch Invoicing – Inline editing of time records.
 17. Batch Invoicing – Invoice Template and Finalize action can now be changed
     by Client row.
 18. Batch Invoicing – New filters added to filter WIP. Billing Partner and
     Client Groups.
 19. Client Statements – Filters added for Billing Partner and Client Groups.
 20. Auto Log Out – Application will warn if inactive for 5 hours and log out.
 21. Permission Profiles – 5th Permission Profile added.
 22. Menu Enhancements. Horizontal and Vertical Menu options.
 23. Expense Entry – Option to override firm settings for sales tax
     calculations.
 24. Clients – Default client contact is automatically added as a contact
 25. Time Entry – If client only has 1 engagement, it is auto populated in the
     Engagement dropdown.
 26. Leaderboard – Data updated to correspond to a Mon – Sun work week.
 27. Retainer Invoice – Description fixes.
 28. Wild Cards added in Engagement Default Invoice Descriptions and default
     Work Memo for Activities. ^CY=Current Year, ^PY=Prior Year, ^CM=Current
     Month, ^PM=Prior Month. These values are replaced automatically.
 29. Timer Component – More options available at the Timer Level for Editing and
     Saving Timers.
 30. Lock Time Entries – Admins can optionally lock time entries by a certain
     number of days for unbilled time records.
 31. Time Card Entry – New Sticky Headers that will not scroll off the screen.
 32. Manual Invoice / Retainer Invoice – New Button. Save & Go to Invoice
     Review.
 33. Exporting – Ability to export data to CSV, PDF, Excel formats.
 34. Company Dashboard – NEW Staff dashboards.
 35. Other fixes and enhancements.

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 * 2020 Time & Billing Review
 * 2019 ImagineShare Review

2020 TIME & BILLING REVIEW


2020 REVIEW OF IMAGINETIME TIME & BILLING

ImagineTime is a complete practice management application that includes
excellent time and expense management capability. Along with the time and
billing feature, ImagineTime also offers a client portal, due date tracking,
reporting and analytics, and solid integration capability. Best suited for
mid-sized professional service firms including accounting firms, ImagineTime is
available as an on-premise application as well as on the cloud.

ImagineTime also includes a mobile app that works with both iOS and Android
devices, with the mobile app offering complete mobile timekeeping capability.

ImagineTime offers seamless integration with third-party tax software
applications including UltraTax, Lacerte, ATX, ProSeries, and Drake.

ImagineTime includes a searchable knowledge base that offers easy access to
instructional materials including the ImagineTime Manual. FAQs are available for
browsing, and users can open a new support ticket or check ticket status from
the support page if desired. Users can also access support via telephone if
desired, with the option to request a remote support session if necessary.

ImagineTime is well suited for professional services firms of any size.
ImagineTime’s Time & Billing module is currently $25 per user, per month. Other
modules available include a Client Portal for $25 per user, per month, a Due
Date/Workflow Management module for $25 per user, per month, or the option to
purchase the complete Practice Management Suite which includes all client
portal, time & billing, and due date management features, for $70 per user, per
month. Those interested in ImagineTime can request a product demo directly from
the vendor.

For the full review, click here.

2019 IMAGINESHARE REVIEW


2019 REVIEW OF IMAGINESHARE FROM IMAGINETIME

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive
Practice Management suite of applications well suited for both the accounting
and the legal profession. In addition to ImagineShare, ImagineTime also includes
time and billing, due date tracking, a CRM, and reporting and analytics.
Intended as a workflow and communication platform between client and firm, the
client portal makes it easy share documents with clients in a safe, secure
fashion, providing a real time communications record for each client. A mobile
app is also available for both iOS and Android smartphones and tablets, with
users able to access, upload, and download documents from their device.

The ImagineShare client portal can be easily branded with any firm’s identifying
information including a logo and color scheme. Upon logging in to the portal, a
list of all clients will be displayed, along with their contact information.
Once a client is chosen, a chronological view of all activity that has taken
place between the firm and the client will be displayed.

ImagineShare, the client portal recently added to ImagineTime is an excellent
addition to a very strong application and will drastically reduce the amount of
paperwork that needs to exchange hands. The ImagineTime Client Portal is
available for $25 per user, per month, based on yearly billing, or $35 for
month-to-month billing. The Full Practice Management solution includes the
Client Portal, Time & Billing, and Due Date Management and is available for $70
per user, per month.

For the full review, click here.

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Have a document you need to share or get signed? Now you don’t even have to
upload it to ImagineShare! We added the capability to create share links and
request signatures to our Secure Send Print Driver to make requesting signatures
for tax forms even easier. 🖨️

We get it… Accounting professionals deal with a TON of files. In addition to
Nudges and new Print Driver features, we also released a ton of new ways to
organize the documents you want and eliminate the ones you don’t need.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Stay compliant with Knowledge-Based Authentication… without having to leave
ImagineShare!
✅ Too many emails? Only get notified about events that to you.
✅ Get a birdseye view of what files have been shared outside your organization
and manage ongoing access.

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Here’s what’s new:

🔔 You can finally stop wondering if your client saw the file you just sent
them. From now on, the client will receive a notification for new files, and the
first time a file is viewed or downloaded, you will receive an email
notification.

📖 Not every client sticks around forever, and it can be annoying to constantly
see their name on your client list. You can now delete clients & contacts you no
longer need or just remove a specific contact from a client.

❌ Accountants deal with a TON of files and deleting them one-by-one is a pain.
With bulk file deletion, wasting time is a thing of the past.

💼 Individually assigning staff to clients can take hours – especially if you
have a big book of business. You can now assign staff members to multiple
clients with the press of a button.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Good news Gmail users! The Gmail Plugin is in development so you can securely
exchange files without leaving your inbox.
✅ Want more control? With Granular Permissions, you get to decide who has access
to what.
✅ Get a detailed history of who has uploaded, accessed, or downloaded files with
our Audit Trail.

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Here’s what’s new:

🔥 Gmail Add-In
Are you a Gmail user? Now you can send files, request files, and request
signature from Gmail using our ImagineShare Gmail Plugin. Click here if you
would like to check out the Chrome Extension for ImagineShare!

📁 Folders
We get it… Accountants deal with a TON of files, and you need an easy way to
organize and sort these files. With Folders, you will be able to create
subfolders to organize your files just like you were in the File Explorer!

🔍 Audit Trail
Have you ever been curious if your client viewed or downloaded a file? With our
Audit Trail, you will be able to see the history of your files stored in the
ImagineShare portal at any time.

🌐 Website Embed
Have you ever wanted your clients to be able to send you files without leaving
your website? With our Website Embed, this is 100% possible! There is no
programming necessary and all of the code you will need is included – do it
yourself, or pass along to your web manager.

✉️ New Version of Outlook Plugin (COM Add-In)
Anyone NOT using Microsoft Exchange knows it can be hard to find plugins and
add-ins that are compatible with Outlook on their desktop. The COM Add-In will
allow you to send files, request files, and request signature even if you use
POP, IMAP, or an older version of Outlook.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Needing more flexibility when requesting electronic signatures? With our
Drag-n-Drop feature, you’ll be able to create custom signature requests without
having to choose a template.
✅ Want to send you client a list of documents you need? With Request Lists,
you’ll be able to request files and track any outstanding requests.
✅ Want more control? With Granular Permissions, you get to decide who has access
to what.

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