Ochre Benefits

4/10/2022

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