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Ochre Benefits

4/10/2022

 
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The Ochre Bookkeeping System For Small-Firm Architects
​Benefits And Features

Benefits

  • Developed specifically for small-firm architects
  • Complete bookkeeping in 1-2 hours per week
  • Real time status of projects
  • Month-to-date calculation of “Billables" in one click
  • Profit/Loss calculated automatically
  • Tracks Paid Time Off 
  • Simple to manage Reimbursable Expenses 
  • Visual timekeeping 
  • Calculates Billable Ratios (a profitability measurement)
  • Customizable and extendable 
  • Easy bookkeeping entries - no need for QB
  • Prepares payroll calculations for your service 
  • PTO calendar - organization-wide

Features

Listing of Ochre’s features by page (menu tab). 
Ochre has six levels of access that are represented by the six main pages of the app.
Instructions are on each page/sub-page for convenience.
There is also an Ochre Knowledge-Base.


My Records 
  • Visual Timekeeping by monthly and weekly calendars
  • Time Entries Table summarizes each day's time
  • Forms for entering Mileage and Reimbursable Expenses (optional implementation)
  • Personal Billable Ratio calculation

Time
  • Organization-wide time entries table

Budgets
  • Project progress table showing all hourly budgets, the hours reported job-to-date, and percent complete calculation
  • Client and Consultants Contacts subpage, Level 4s are able to edit the Contact information.

Project Reports
  • Project progress table showing both hourly and dollar budgets, each reported job-to-date, with a percent complete calculation
  • A sub-page of all projects to update rates and markups easily
  • Sub-sub-pages to enter new projects and project-phases, and manage phase names and types.
  • Billable Time sub-page to check what has been earned so far this month
  • Non-billable projects subpage showing their status
  • A Time Plus Money sub-page showing the value of all time recorded
  • A Paid Time Off calendar showing everyones proposed time off

Expenses 
  • The main page displays all money transactions
  • Links to forms for entering Expenses, Income, and Reimbursable Expenses
  • Six sub-pages displaying tables for:
    • Payables - unpaid bills
    • Receivables - unpaid invoices
    • Reimbusements - status of reimbursements to staff and from clients
    • Payroll - table of hours per person with amounts earned
    • Categories - income and expense categories
    • Contacts - table of all contacts for clients, consultants, vendors, staff, and 'Others'

Admin 
  • Links to sub-pages showing;
    • Summary of all income and expenses by month (profit/loss)
    • A form for adding users/staff members
    • Help and Support information
  • Table of all staff with their rates, targets and allowed time off
  • Details sub-page for each staff member displaying their information, billable ratio, and PTO taken year-to-date.
  • ​A log of changes to project budgets showing what changed, when, by whom

More Information

Ochre is a project of Architekwiki. More information about the app can be found here, including a demo, and how to obtain your own copy.

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