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The Top 7 Ways AJERA Helps Us to Help You

By Marney Titmus, Accounts Receivable, Koontz-Bryant, P.C.

AJERA is the Project Management/Accounting Program used at Koontz-Bryant, P.C. We converted to AJERA in April of 2010. We looked at many A/E Accounting software systems, and chose AJERA…I am SO glad we made this choice!

AJERA has ‘one stop shopping’ for our Project Managers to use while working on a project. These are the tools that help the most in the Project Command Center:

1. Keep Things on Track - The Manage tab (which you can see above) gives the PMs the opportunity to add completion dates for each phase.

2. Organize Invoices - The Invoice tab allows PMs to view and print invoices and to see a LIVE draft invoice. If you need another copy of your invoice, the PM or Accounting can reprint an invoice at the touch of a button.

3. Accessible Details - The “Snapshot” tab allows the PMs to see everything about their projects (contract amount, billed amount, work in progress and spent amount) and they can look at the underlying detail. It is easy for your PM to see exactly what is happening on your project.

4. LIVE DATA - The best thing is that this is LIVE data. Each PM can see what work has been done on a project or phase as soon as the time record is entered. Time entries have comments attached that allow the PM to see what work has occurred. This can help us communicate with you regarding your projects.

5. Contract Attachments - AJERA also allows the project contract to be attached in the “Project Command Center.” PMs can look directly at the contract when needed.

6. Scheduling - Project Management Tools such as “Schedule Manager” help PMs schedule employees on our various ongoing projects and identify bottlenecks.

7. Important Information - From an accounting perspective, I love that we can accommodate our clients by adding pertinent information to our invoices, like PO Numbers, Vendor Number and our Federal ID Number.

We are so thankful for all our clients and want to make sure your contact with Koontz-Bryant is productive and pleasant. Please let us know if there is something you would like us to do via email or phone: 804-740-9200. As someone I knew once said, “You can’t say YES unless I ask”…so… please give us the opportunity to say YES!