Allows the client to have multiple offices configured

Allows the client to filter document templates by office so that only the appropriate templates can be seen and used.

Complete work across multiple states without the need for individual state-based offices and includes pre-configured state templates that meet legislative requirements

*Multi Office pack required for more than one office

Allows those contacts that have been provided a login access to view, upload and download attachments that relate to project files of the client.

Allows the selected guest users to create applications to be approved as new projects.

Clients can add external inspectors as users to their company and assign them inspections. External Inspectors can remotely login, upload their inspection results plus use the BCS Mobile App

Can access External Access report to see which clients have access to your portal

Allows the client to create staged invoices and enables the Accepted Fees tab for tracking staging of invoicing and payments.

Allows client to opt in to showing a line lookup on staged invoices that contain large numbers of staged billing header lines, for the user to pick from and add to the staged invoice. This is to mitigate searching issues on staged invoice pages where many quote/bill etc lines exist.

*Requires the Timesheet Extension Pack

Allows the client to configure document statuses against individual document templates. Document can be used to trigger workflows.

An Approver role is included and documents or categories can require an approval before the document or category can be finalised/emailed

Allows the client to bulk generate documents from basic templates (those that do not require data entry on the Generate page). This option is available for each document category.

Categories can be created with the optional approval workflow. This can be done in defaults or when a category is created directly on a project. When this feature is enabled, the client must opt-in to this feature by checking “Use Approval Process” under the “Document Set Approval Process” section on the Company Settings page.

When a document set has been created, the category appears as locked and collapsed, with the option to download the document set.

Projects can be set up with a folder hierarchy within the Documents and Attachments tabs. These can also be defined in defaults so that the folder structure is created when the project is created. Syncs perfectly with Dropbox creating the sub-categories in the project folders.

Enables filtering of Document Templates by Project Type Category

Allows users to record time against tasks/roles and projects

Users will log work on Timesheets which will calculate the cost of work, based on the user’s Cost Rate. The sum of the cost of Timesheets can determine the cost of a Phase.

Clients can add an Invoice Amount to Timesheet entries including reviewing and invoicing time.

Add budgeted dollars and time to a project. Run the Summary report to provide an overview of project profitability.

• Timesheet for Project File Report
• Timesheet for User Report
• Timesheets Invoice Amounts Report
• Timesheet Summary Report

Enables access to the Operations Report. This is an activity-based report for a user – i.e.: for the given period, data about quotes, invoices, payments, projects, inspections. E.g.: Details of quotes Won in that timeframe, invoices (drafted, issued, sent, paid), inspections booked/completed/results, projects opened/closed

Enables the Director Role for users. Only a user who with the Director role can grant this role to other users. With the role enabled, the following reports are restricted to a user’s own data unless they are a Director: Operations Report, Invoice Shares Report, Invoice Activity Report. With the feature enabled, the following reports are hidden from non-Directors: Quotes Summary, Timesheets Invoice Amounts

Report on all failed inspections by date range. Contains Builder Name, Project Number, Project Title, Proposal Address, Inspection Name, Inspection Date.

Allows user to produce a statement of approved but unpaid invoices, for a given client across multiple projects. The statement is based on a word template.

Allows the client to carry out a revenue recognition process by creating automated journals for invoices where payment is received in advance of services being delivered (accrual-based accounting). When an invoice is raised, users can code line items against liability accounts (whether this feature is enabled or not). The revenue recognition feature then allows clients to automate the raising of journals in BCS to move amounts from liability accounts to revenue accounts. The journals are raised as Draft Journals and must be approved by a user with the Accounts role. If a Xero account is connected, then when approved, these are posted to Xero. BCS tracks the amounts remaining to be recognised as revenue.

This feature can also be used by a user to manually create Journals, but it can integrate with the Workflow Automation feature to do this automatically. For revenue to be recognised automatically, the client must define milestones, then set these milestones at the point they occur in the list of fees. Workflows can then be triggered to recognise all remaining revenue above the milestone when a triggering event occurs.

NOTE: This feature cannot be used in conjunction with User Revenue Allocation

Allows the client to opt-in to using the Accounts Contact card. Also makes available another opt-in setting to force users to use the Accounts Contact for Quotes, Invoices, and Staged Invoices instead of being able to enter an ad hoc contact specific to the billing header type.

Allows a quote to be split into separate phases. Each phase can be opened or closed. When open, a phase can be billed. A summary tab on the Financials page tracks billing for each phase tracking quoted value, costs incurred (Bills and time), and planned vs actual revenue. This is slightly different to the Accepted Fees tab which tracks billing to date for each individual line item.

There are two types of phases – Lump Sum and Time-based. Lump Sum just means an actual value is quoted. Time-based means the client is quoting hourly rates instead. The Time-based portion relies on the Timesheets features before it will be active.

*Must have Timesheets plugin if wanting to bill based on Time

Allows Quotes linked to a Billing Phase to be edited after acceptance.

A user can run a report by Project Manager of all Billing Phases. The data includes Project Number, Project URL, Project Manager, Project Address, Phase Description, Phase Number, Type, Status, Hours, Value, % Complete, Overridden, Invoiced, WIP, Revenue Actual, Revenue Planned, Revenue Variance, Billing Due, Phase Comment.

Clients with this feature can create multiple Business Units within an office and assign users to a single Business Unit. User-select lists group users into their assigned Business Unit, Projects and Standalone Quotes must be assigned to a Business Unit, and Billing Entity Lines such as on Quotes, Bills, and Invoices must be assigned to a specific Business Unit

Enables a typeahead search field on Projects and Standalone Quotes, where users can be searched for and added to the project or quote, regardless of whether there is a specific role they can be assigned or not (i.e. Project Manager, Accredited Certifier, etc.). Users selected into a specific role will automatically be added to the Project Team. These details will be visible on the List All Projects dashboard.

Aged Receivables by Business Unit Report

Xero Tracking Categories lets you see how different areas of your business are performing, so you can make proactive business decisions. Xero allows you to create “tags” that can be applied to your bank reconciliation, bills, and invoices. This means you can add a tracking category to a transaction but continue to use the same account codes you normally would when reconciling or allocating sales. For example, let’s say you’re a business with multiple work locations. You can track sales for each location by setting up a tracking category with tracking options for each location.

*Requires a Xero account to be connected

Allows the client to opt-in to using the Accounts Contact card. Also makes available another opt-in setting to force users to use the Accounts Contact for Quotes, Invoices, and Staged Invoices instead of being able to enter an ad hoc contact specific to the billing header type.

This feature allows a Company Administrator to be granted the permission “User can set accounting lock dates”. This feature is only accessible if a Xero account is not connected

Note: When Xero is connected, this feature is disabled

Allows one or more users to be assigned to an Invoice and the total invoice amount allocated amongst the selected users. When this feature is enabled, the client must opt-in to this feature by checking “Invoice Header Shares” under the Features section on the Company Settings page.

Produces an excel report to breakdown all user line amount allocations from invoices and credit notes for a selected date range.

Enables a Market Sector field for Projects and Quotes.

Allows the user to add a General Ledger account with a specific Write-off flag. When issuing a Staged Credit Note against a Staged Invoice with a write-off account code, this has the additional effect of reducing the quoted line amount by the total credited. Write-off account codes can be identified when using the BCS API. Note: this feature is not active when a Xero Account is connected.

Doesn’t work with Xero integration.

Enables a substitute contact that correspondence relating to accounting matters (such as invoices) should be sent via, instead of directly to the actual entity being billed.

Must have the Account Contact feature enabled

Allows the client to filter Fee Presets by master contacts selected in the Applicant/Client contact card. These Fee Presets will only appear in the list if the user has selected the applicable contact into the role of Applicant (on Certification or NSW Pool Inspection projects).

Enables NSW ePlanning integration with the Certificate Registration Service. This enables the ePlanning dashboard on a project which lists certificates issued on the project. A user with the “NSW Certificate Registration” role can lodge certificates with council and pay the lodgement fees without using the Planning Portal. Additional communications between council and the certifier are handled via the creation of tasks, e.g.: the council can request further information be provided or can accept or reject the .

BCS has negotiated discounted pricing with FuseSign for BCS Customers. Contact us to find out more.

FuseSign is a digital signature platform like no other. Send documents for signing and have them back within hours, not days, with granular control of viewing and signing permissions and security levels, including a full audit trail, all for the price of a stamp.

With FuseSign, your clients will be given one link and page to sign all relevant documents, with no need to remember username and passwords, or even needing to use a desktop computer – FuseSign is mobile friendly, so can be accessed while out of the office! Plus your brand and messaging will be shown on the email notifications and signing page, so they feel secure in the whole process.

Electronic signatures have been recognised by law in Australia since 1999 when the Electronic Transactions Act was passed.  In New Zealand, it was 2002 when the legislation was passed. Under Australian law, contracts can be deemed valid regardless of being concluded verbally, electronically or in a physical paper document format.  The Transactions Act confirms that provided certain requirements are met a contract cannot be denied because it has been concluded electronically. The digital signing platform’s primary objective is to authenticate a signature – to confirm who is actually signing the document and protect the information from tampering.