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Companies

With Briefcase you can create a comprehensive record of every company whom you deal with, such as clients, suppliers and prospects.
Manage complete contact information including company name, address, telephone, fax, web, email and even multiple contacts per company.

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Job Bags

Jobs are the heart of any project-based business. Create a job bag that holds all the information relating to the job, such as supplier quotes, your estimates, time sheets and purchase orders.
With Briefcase, you and your team will have a clear picture of where jobs are at, what's approved, what’s due, a progress summary, as well as associated costs and resources for each component.

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Purchases

Keep your purchase order paperwork under control. Briefcase allows you to store multiple quotes from suppliers. Decide which quotes get the green light by simply approving the items to include in your order.
Write detailed specifications for purchase orders quickly using the specifications table and easy-to-use pull down menus.

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Estimates

Briefcase offers one of the most flexible quoting systems around. Create estimates from purchase items, clone existing estimates and convert your approved estimates into invoices down the track.
Group totals into parts such as studio services or production, hide line items and create optional totals.

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Invoices

Briefcase provides a user-friendly invoicing system that enables you to create invoices quickly and easily. Create invoices directly from approved estimates, purchases, expenses, and even time sheet entries.
You can also check profit margins and generate monthly, quarterly and yearly invoice statements.
What's more you can export your data for accounting applications like MYOB, Sage, SAP, Moneyworks and QuickBooks.

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Time and Materials

Briefcase lets you keep track of the amount of time spent on a job. Monitor task work trends and even see what others in the studio are up to.
Create new timesheets easily or add time to your allocated tasks for a job. You can print timesheet reports by employee or by job.

Rates

The rates matrix allows you to create rates for different activities you charge clients, such as design or printing. Define default descriptions for fast data entry when creating quotes/estimates.
You can set dollar amounts or percentage markups and name rate tiers for easy identification. You can even make the rates correspond with the sales/expense codes used in your accounting package.

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Settings

Customise Briefcase to suit the way your business operates. From job numbering to rate tiers, tax rates to payment terms, Briefcase saves you time by applying the defaults you set.
You may also want to assign user privileges to each Briefcase user account to allow or restrict access to certain sections of the software.