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| RAIL - Recordkeeping Accounting Invoicing Logistics |  |
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We are a member of the File Maker Solutions Alliance (FSA) and have been
developing FileMaker solutions since 1991. We can host FileMaker databases for
remote access or web publishing. |
| RAIL is a FileMaker Pro (version 8) database
developed by Kent Roller for Island Network Solutions' contact management, project
control, time/ service logging, product aquisition and resale, invoicing, and
IT logistical management. It has been adapted to other business models and procedures, and can probably be adapted to yours if you are a time/service, retail, or reimbursement company. Here's a tour of how RAIL is used for project management, billable time tracking, and invoicing. |
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1. User logs in. Login tiers determine security. 2. The contact record is made available throughout RAIL for projects, time service logging, and invoicing. |
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 Project lists are searchable by client. The list is a quick reference of the project name, the number of tasks (project phases), the current number of time service logs performed against the project, and the invoice status. |
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 Each project can have an unlimited number of phases, called Tasks. Projects can be turned into a service agreement for billing time service with a flat rate.  The Project Log is where the staff clocks in and out for payroll purposes, and records their time for project billing. Time slips are automatically assigned based on the users login. The client/project/task is quickly selectable from pull down menus. Administrators can enter time for staff members, overide start/stop times, edit descriptions. All entries can recieve a time adjustment. Once a log entry has been posted to an invoice, it cannot be altered.  The heart of RAIL invoicing is the Log Report Engine. The LRE gathers log entries by any combination of client, staff, date range, invoice status, project, and task. This is where administrators review all of the log entries, makes corrections and adjustments, and then posts them to an invoice. Previously posted log entries cannot be reposted to another invoice. The LRE summary provides the summary of entries, hours, and billable amount that will be posted to the invoice.  Posting the log entries results in those entries moving into an invoice where global adjustments and payments can be applied.  RAIL outputs the invoice in an attractive, customized layout for printing or saving as PDF. Invoices can be emailed as PDF attachments directly from RAIL.   |
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This concludes the brief tour of RAIL invoicing. Coming soon is a tour of RAIL product Estimating, Purchasing, and Invoicing.
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