Studiometry 9.0.5

Here are some key features of "Studiometry":

General Tracking Features:
· Track Clients
· Track Projects
· Track To Do's
· Track Debt/Credits and Work items
· Track Invoices
· Track Reports
· Track Incoming Payments
· Contact Logs, with customizable filterable Types
· Accounting information including business expenses and recurring expenses

Project Tracking:
· Track Project Information such as name, start date, due date, more
· Track Project Categories and Statuses (based on customizable lists)
· Live/Non Live Feature allows you to archive the Project within the program
· Color code Projects based on Category, Status, or Custom colors
· Unlimited Custom Project Fields know as Project Specs
· Project Spec suites allow you to easily add Multiple Specs to a Project
· Track Project Related Files on your local machine
· Project File Actions automatically start and stop timers when opening and closing project Files
· Access, Download, Upload, and Check-Out Served Files from your Studiometry Server
· Project-Specific Default timers and Timer rounding
· Associate a Project Image for each Project
· Project Specific Tax settings and Tax behaviors
· Pro-Bono Project Options
· Public/Private Project Options with the ability to assign or block employees from each Project
· Project Notes and Logs
· Project Default Currency
· Track Project Work item as Debt/Credits
· Create Invoices from tracked Work items
· Project Templates based on To Do and Spec suites will automatically set up your Project upon creation

Project Planning:
· Project amount Quoted and Estimated hours fields
· Project Budgeting, Estimating, and Quoting features
· Specific hourly and amount totals and comparisons for each Debt/Credit type
· Printable Estimates and Quotes
· Generate Estimates and Quotes using the Reports features
· Project Specific GANTT chart
· GANTT chart dependencies
· GANTT chart employee assignments
· GANTT chart milestones
· GANTT chart color coding
· Project specific To Do's
· Assign Employees to specific projects
· Associate Contacts with specific projects

Work/Expense Tracking:
· Track billable items and expenses
· Track hourly work items via Timers and Time Sheets
· Track recurring expenses
· Track discounts and deposits
· Description List Tracking capabilities will Auto-Fill common Work Item Descriptions
· Customize Debt/Credit types with default rates and tax settings
· Non-Billable Option for tracking work that will not be added to invoices
· Track Quantity and Unit Price, also allowing you to use the built in Inventory features
· Mark-Up Options
· Per-Item Rates and Hour tracking, with individual Ran-Times
· Per-Item Tax options allow you to assign specific taxes to specific types or items

Time Sheets:
· Enter large amounts of data quickly using the Time Sheet features
· Studiometry automatically assigns rates based on your settings for Client, Project, and work type
· View Time Sheets based on Client, Project, Employee, and Dates
· Print and Export filtered Time Sheets

Rates and Timers:
· Keep and unlimited amount of Rate types
· Assign Rates based on employee, client, project, or specific
· Associate timers with specific employees
· One-Button Timer starters for each Client/Project using specified rates
· Run One or Multiple Timers simultaneously
· View Real-Time totals for all timers
· Idle-Time alert options give you the ability to keep or remove billed time when your computer goes idle
· Enter large amounts of work using the Enter Time Sheets feature

Client/Contact Tracking:
· Client Name, ID, Email, Address, Notes, and more
· Track Client Category with customizable list of categories
· Live/Non Live Feature allows you to archive the Client within the program
· Track Projects, Contacts, To Do's, and Payments associated with Clients
· Track an unlimited number of Contacts for each Client
· All Standard Contact information fields including Names, Title, Email, Address, Phone Information, and more
· Contact Picture used throughout Studiometry
· Contact Billing information Tracking
· Contact Log Tracking Capabilities
· Contact Notes
· Syncing Options on a Per Client basis for Apple's Address Book
· One Button map and direction lookup with the ability to specify which map site to use

To Do/Event Tracking:
· To Do Tracker for filtering, viewing, editing, and printing lists of To Do's
· Description List Tracking capabilities will Auto-Fill common To Do Descriptions
· Assign To Do's to Clients or Projects, or leave the To Do as independent
· To Do Priorities
· Due Dates and Times with notifications of over due and upcoming items
· To Do Extra Info tracking
· To Do Next Step Tracking
· Assign Specific Employees to each To Do
· Repeating capabilities allow you to have a to do repeat every day, week, month, year
· Customizable Suites allow you to easily add multiple To Do's to a Client or Project

Summarizing and Reporting:
· Generate customizable, multi-tiered summaries
· Store, load, export, and import templates and preset summary formats
· Filter summaries based on item category, status, filter string, dates, and more
· Filter the calendar based on Employee, Client, Project, and Search strings
· View, print, and export custom summaries

Calendar:
· View Invoices, To Do's, Events, and Project Due dates in the built in Calendar
· Monthly and Weekly views
· View Each employee's specific calendar
· Filter the calendar based on Employee, Client, Project, and Search strings
· Easily drag the mouse on the calendar to create Events or To Do's

Contact Logs:
· Track interactions with Contacts
· Customizable Contact Logs Type list
· Assign Logs to specific Projects
· Track hours for Contact Logs
· One-Button Debt/Credit creation lets you easily bill for Contact Logs
· One-Button To Do/Event creation lets you easily add Contact Logs to your Studiometry calendar
· Contact log tracker allows you to easily search through logs based on Client, Project, Contact, and a search string

Payment Tracking:
· Payment amount and Currencies
· Payment methods Credit Card, Check/Money Order, Cash, Online, and Other with specific fields
· Assign Payments to Clients, Projects, Invoices, and Contacts
· Payments assigned to Invoices to calculate the remaining amount due for the Invoice
· Payment totals for Projects, Clients, Invoices
· Built-In Payment tracker with ability to filter by Project, Client, and Dates

User Info:
· Company Contact, Address, Phone Information
· Company Logo
· Payment Terms
· Tax ID Information
· One-Button Company Info Import from Apple Address Book
· One-Button Company Info Import from Studiometry Server

Invoice Templates:
· Invoice Template System
· Numerous built in and modifiable Visual Invoice Templates
· Numerous built in and modifiable Code Based Invoice Templates
· Numerous built in and modifiable Visual Report Templates
· Numerous built in and modifiable Code Based Invoice Templates
· Multi-Page output and printing of Code Based Invoice and Report Templates
· Multi-Page templates, output, and printing of Visual Invoice and Report Templates
· Hundreds of Variables allow you to add any information track in Studiometry into your Invoice Templates
· Completely Customizable Templates
· Built in Visual Template editor allows all users to drag and drop elements of an invoice template to show the desired look and information
· Page Layout features, including Text Boxes, Variable Items, Pictures, Graphic Objects, Data Columns
· Built in Code Template editor allows advanced users to enter code which Studiometry will manipulate and export
· In-Program Email features
· In-Program Printing
· PDF Export
· Plain Text Export
· XML Export
· HTML Export
· JPG Export

Employee Features:
· Track unlimited Employees
· Assign Employees to To Do's
· Assign Employees to Projects and GANTT chart items
· Assign Employees to Debt/Credit work items
· Assign specific log-in information for each Employee
· Admin and Standard Employee types
· Employee Specific Default Timers
· Track Employee Contact Info
· Employee Notes
· Automatically Tracks Employee Attendance Record based on server connections
· Employee Reports allow you to export employee information for specific Time Periods
· Per-Employee permissions to limit access to the following parts of the Program
· - View Client Data
· - Edit Client Data
· - Create Delete Clients
· - View Contact Data
· - Edit Contact Data
· - Create/Delete Contacts
· - Edit Projects
· - Edit Project Info
· - Edit Project Settings
· - Edit Project Files
· - Edit Project Planning
· - Edit Project Notes
· - Edit Project People
· - Create/Delete Projects
· - View Debt/Credits
· - Edit Debt/Credits
· - Edit Timers
· - Edit other Employee's Timers
· - Create Time Sheets
· - View Time Sheets
· - View Rates
· - Use Inventories
· - View Inventory Totals
· - View/Edit Payments
· - View/Edit Accounting Sections
· - View/Edit Invoices
· - View/Edit Reports
· - Edit Tax Settings
· - Access Served Project Files

ID Numbering:
· Sophisticated ID Numbering Options
· Separate Client ID, Project ID, and Invoice ID formats
· Format Templates with available tags for entering information directly into the ID
· Invoice ID behavior allow tracking ID numbers based on Project, Client, or Program Wide
· Project ID behavior allow tracking ID numbers based on Client, or Program Wide
· Identical ID Notification asks you what to do when multiple items of the same class have the same ID number
· Invoice ID management section of Invoice Tracker allows easy comparison and resolution of identical ID numbers
· Specific Tags Available include Client, Project, or Invoice number, Date information, and more

Security Options:
· Password Protection
· Data Encryption
· Idle-Lockout Options
· Per-Employee Login and Password
· Employee Specific Permissions

Networking:
· Server/client networking features built in to the program
· Automatic Synchronization of all Program Data
· Mac and Windows networking compatibility
· Local and remote networking abilities, connect to your over your LAN, or the Internet
· Multiple Time Zone support with automatic relative time zone detection
· Wired and wireless network support
· Automatically checks and synchronizes updates to machines that were not connect to the network on the next connect
· File Serving
· Check-In/Check-Out feature for shared files

Exporting:
· Quickbook .iif files
· Expense Report Information
· Invoice Tracker Information
· Payment Tracker Information
· To Do Tracker Information
· Invoices and Reports
· Client List Export Wizard
· Contact List Export Wizard
· Project List Export Wizard
· Time Sheet Information
· Summaries Window gives you the capability to export HTML or text based summaries of clients, contacts, to do's, projects, debt/credits, invoices, reports, and payments sorted and filtered based on many fields

System Syncing:
· Sync directly to and from Apple's Address Book
· Automatically Create an Address Book group for Studiometry contacts
· Studiometry has the ability to only sync certain contacts with Address Book, giving you control over what is synced
· Studiometry does not require Apple's Address Book, as it tracks contacts locally in the Studiometry database
· Sync To Do's, Due Dates, and Project deadlines to iCal
· Updates and changes made in iCal automatically sync back to Studiometry
· Status Item menu appears near the Clock on Mac OS X systems allows access to the program and features

Mail Merge:
· Send mass email to specific Clients or Contacts
· Create Subject and Message content with tags for specific data including Contact Information as well as specific Balances
· Send the email directly through Studiometry with the in-program Email features
· Send the email through Apple Mail using a built in Apple Script

Tax Settings:
· Maintain an Unlimited number of Tax types
· Customize Name and Percent for each tax
· Tax Rounding Capabilities
· Several Tax modes, including Standard, PiggyBacked, and Canadian
· Associate taxes with entire projects, or specific items
· Associate taxes with Debt/Credit types

Currency Settings:
· Maintain an Unlimited number of Currencies
· Automatic Online updating of Exchange Rates
· Option to save Exchange Rates on a Per-Item basis for Debt/Credits and Payments, allowing for more accurate data preservation
· Currency Sign, Online Tag, Exchange Rate, and symbol placement options
· Currencies can be set for work items, projects, clients, invoices

Billing Settings:
· Payment Terms
· Tax ID Number
· Invoice Due-In Days allows you to specify how Studiometry will calculate the due date for newly created invoices
· Timer Inactivity features allow you to have Studiometry ask what to do with timers when you go away from your computer with running timers
· Timer Rounding Settings
· Always Round Up option

Color Coding:
· Color Code Projects and Clients
· Set up automated Colors for Project Category, Project Status, or Client Category
· Option to Color associated To Do's, Invoices, Payments, and all items in the Search Window
· Set specific clients or projects to override color automation

Program Memory:
· Auto-Complete Capability for the Debt/Credit and To Do editing window
· Option to turn on/off the auto-complete feature
· Option to turn on/off the auto-complete description capture
· Editing Window for the Auto-Complete List
· Abbreviations allow you to type a small string and have Studiometry automatically replace the string with a longer string
· Import and Export Abbreviations
· Option to turn on/off the abbreviations in the Debt/Credit and To Do description fields
· Option to turn on/off the abbreviations in the Debt/Credit and To Do extra info fields

Miscellaneous Preferences:
· Automatic Data Backup
· Backup Limitation options by size, number of files, time period
· Automatic Program Update checks


Miscellaneous:
· Manage multiple company data files using the built in Multi-Company features
· Built-In Studiometry Tips viewer
· Status Window shows saving status, network status, and more
· Customizable Toolbars saved on a Per Employee basis
· Alerts window shows when Invoices, To Do's are overdue, or when Recurring Debt/Credits have been created, or when Automated Invoices are created
· Auto-Fill combo boxes allow for easier selecting of Clients and Projects