Complete Weekly Timesheets Select work. Add hours and comments Tell Mgr if ETC=0 and need more time. Tell Mgr if using someone else’s ETC. End week, change Status to Complete Contractor View Allocated Work View own Schedule (Read Only) Expand has Work under your name. eTrack Practice Management System Contractors Weekly and as required Access To Own Group. No access to any tabs, except… Training Corporate Activities. View Schedule View own Schedule (Read Only) (Not via Timesheet Browser, need to logon to Goglobal.)

Complete Weekly Timesheets Select work. Add hours and comments Tell Mgr if ETC=0 and need more time. Tell Mgr if using someone else’s ETC. Check totals hours and Flexi hours. End week, change Status to Complete User View Allocated Work View own Schedule (Read Only) Expand has Work under your name. View Information View Job Details and Job Information Add Job Progress Notes. View Audit Details and Information. View Contacts of Audits and Firms eTrack Practice Management System Users Weekly and as required As required (daily) Access To Active Work. Active Contacts. Own Group. View only access to Charge Rate. View only access to Detail, Information and Expense tabs, except… Edit Contacts.

Complete Weekly Timesheets Add Phases, Certificates etc. Add hours and comments. Check weekly totals hours and Flexi hours. At end of week, change Timesheet Status to Complete. View Allocated Work View own Schedule (My Work). Expand has Work under your name. View Information Edit Job Details and Job Information. Add Job Progress Notes. View only Audit Details and Information. Edit Contacts of Audits and Firms. eTrack Practice Management System Managers Finance Managers also see Invoicing Approve Timesheets View, amend and approve time of allowed Employees. Monitor Employee ETC and Flexitime. Monitor Schedule, Budget & Resources Check Milestones against Last Approved Plan. Check Variance Hours, Variance $ and Margin $ are not negative (Budget Report). Check Employee hours (Activity Report). Check Employee over allocations (Gantt Sheet). Check Actual Expenses imported from Navision and that Variance is positive. Scheduling Enter Job details and Information. Create Timesheet Activities and Milestones (not Phases). Review Employee availability. Assign Employees or Nominal Employees to Phases. Edit Employee ETC Hours and plan dates. Compare with Risk Template (Report). Plan Expenses Save “Last Approved” Plan. View Charge $ (Budget Report). Estimate ‘top down’ Prices and % of Audit Fee and review Margin. (FA Managers of Large Jobs Only) - Enter Fee Schedule. Track Update Job and Phase Status. (IPSAM will typically update Milestones). Revise the Schedule (see Planning). Save Plan with new ‘Last Approved” status. Update Job Information tab. Maintain Contact Details. Add new Expenses (eg. Taxi). Monthly and as required Weekly As required Access To Active Work and Contacts Archive Work and Contacts View only access to Charge & Cost Rates. Edit all tabs, except view only of Audits and Corporate Activities.

Complete Weekly Timesheets Add Corporate Activities. Add hours and comments. Check weekly totals hours and Flexi hours. At end of week, change Timesheet Status to Complete. View / Edit Information View only Jobs and Audits. View only of Charge & Cost Rate eTrack Practice Management System Finance Managers Approve Timesheets View, amend and approve time of allowed Employees. Monitor Employee Flexitime. Weekly and as required Access To Active Work and Contacts Archive Work and Contacts View only access to Charge & Cost Rates. View only access to tabs. View only of Schedules. Access Account and Invoice sheets. Only Finance to have access to Export. Export Invoices to Navision Filter Invoices not yet exported (Invoice Sheet) Export as Batch. Reverse Invoice on error. Edit Information Edit Contacts of Audits & Firms. Create new Expenses.

Prepare Invoice View multiple Jobs in Account Sheet. Review WIP (of approved time). Optionally enter Write-off and Adjust. Create Invoice Entry & enter Invoice $ for Jobs with WIP > $2K. Change Status to “To Invoice”. Manager Approve Invoice View your Jobs in Account Sheet. Filter by ‘To Invoice’. Review Invoice$, WIP, Write-off, Adjust. Create Invoices (click button). View Invoices to check created. Enter Instructions and Invoice Notes. Print Invoices View Invoices using filter Enter Instructions & Invoice Notes. Print Preview and Print. Track Receipts and Debt View Invoices using filter. Track Receipts (from Navision). Track Outstanding Days and Balance Owing $. Export Invoices to Navision Filter Batches not Exported (Invoice Sheet) Export Batch. Reverse Invoice on error. Senior ManagersFinance eTrack Practice Management System Invoicing for Managers and Finance Monthly and as required

Complete Weekly Timesheets Add Phases, Certificates etc. Add hours and comments. Tell Mgr if ETC=0 and need more time. Tell Mgr if using someone else’s ETC. Check weekly totals hours and Flexi hours. At end of week, change Timesheet Status to Complete. View Allocated Work View own Schedule (My Work). Expand has Work under your name. View Information View Job Details and Job Information. Add Job Progress Notes. View Audit Details and Information. View Contacts of Audits and Firms. eTrack Practice Management System Training Managers Approve Timesheets View, amend and approve time of allowed Employees. Plan Courses (Gantt Sheet) Create Course and enter details. Create Timesheet Activities. Review Employee availability. Assign Employees. Edit Employee ETC Hours and plan dates. Plan Expenses. Save “Last Approved” Plan. Track Courses Update Course Status. Revise the Schedule (see Planning). Save Plan with new ‘Last Approved” status. Monthly and as required Weekly Annually and as required Access To Active Work and Contacts Archive Work and Contacts View only access to Charge & Cost Rates. View only of Jobs, Audits and Corporate Activities. Edit Training Courses.

Complete Weekly Timesheets Add Corporate Activities. Add hours and comments. Check weekly totals hours and Flexi hours. At end of week, change Timesheet Status to Complete. eTrack Practice Management System System Administrators Update Clients & Audits Create Clients and Audits. Update Group, Client, Audit and Job relationships including Job History. Update Contact details. Monthly and as required Daily and Weekly Access To All Contact Groups & Work Groups. All Resources. Schedules. Rate Sets and Templates. Company Calendar. Recycle Bin. View only access to Account and Invoice Sheet. No access to security groups. No access to Database. Bulk Rollover Bulk Rollover of last Years FA and CA Jobs. Review and apply Risk Templates. Edit Jon Numbers and Names. Annually and as required Create Jobs Create Job from template or another Job and apply Risk Template. Create Projects. Maintain Corporate Activities. Maintain Templates. Maintain Resources Maintain Resources. Maintain Resource Profiles. Update Company Calendar. Maintain Rate Tables. Archive Move Work and Contacts to Archive area of tree. Support Handle eTrack Support queries. Forward to Access Recycle Bin (can’t delete). Create Reports Update and create new Reports in eTrack Report Writer.

Complete Weekly Timesheets Add Corporate Activities. Add hours and comments. Check weekly totals hours and Flexi hours. At end of week, change Timesheet Status to Complete. eTrack Practice Management System IT Administrator Upgrades Install new Release. Run SQL Scripts. Run Maintenance health checks. Clear Recycle Bin (only when approved by SA). As required Weekly Access To Everything in eTrack = SA plus… Custom Reports and Report Writer. Lookup Values Security Database tables and security. Configuration Files. Daily Backup and Support Backup Database eTrack IT Support. Maintenance Maintain eTrack Security. Maintain Lookups Maintain Configuration. Maintain Custom Tabs. Maintain Training and Test data. Reporting Extract data as requested from database.