Time & Billing

Quorum allows the set up of individual agreed rates and pricing lists with each of your clients, enter timesheets and produce batch invoices at a click of a button.

Key Features:

  • Agreed rates & multiple price lists: Quorum supports multiple price lists with predefined agreed rates for work items, recurring items and bank transaction rates that apply to all client entities. Apply different price lists per client and customize them within each client separately if needed.
  • Custom invoice specimen: Customize templates according to the organization that is invoicing and combine our automatic input of timesheets, expenses and disbursements to generate them.
  • Time Management: record chargeable and non-chargeable time spent working on client entities. Different employee rates can apply per case and work item.
  • Expenses and Disbursements: Record expenses and disbursements related to any client entity and bill them.
  • Receiving payments and issuing receipts: Track Customer payments and issue Receipts.
  • Accurate client statements: Retrieve the statement of account for each client entity per invoicing organization with the option to include or exclude proforma invoices, invoices, bad debts and void items, for a complete account picture.
  • Batch Invoicing: Quorum includes an automated process of batching chargeable items such as recurring items, timesheets, expenses and disbursements, and can simultaneously bill multiple clients either with proforma invoices or official Invoices.

We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

Visit our new website to learn more about the combined business.

Continue on this site for detailed product information on 5Series.

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