• Quick data entry system for time sheets including templates for repeated time entries

• Access to pre-written narratives (keywords) to describe work performed 

• Gathering of time and cost by project, activity and sub-activity

• Linking of documents to time sheets and projects

• Divides projects into sub-projects, activities and sub-activities

• Budgets labor and other costs by projects and activity

• Compares labor and other costs with actual costs

• Gathers technical information (description, advancements, uncertainties, etc.) to prepare technical reports

• Linking of documents to support technical description of projects

• Retains project information for projects overlapping more than two taxation years

• Allows gathering of data on non-eligible activities

• Library of standard activities and creation of templates to avoid retyping when setting up new projects

• A tree view report to see structure of each project, e.g. activities, sub-activities, documents attached, resources assigned etc.

Other Costs Module

• Intelligent cost module which determines the rate of eligibility for each expense item

• Permits the entering of eligible and non-eligible costs to keep a record of total costs of projects

• Library of supplier names to speed up data entry

• Ability to import data from other applications

Training and Ease of Operation

• Easy to implement and basic training provided

• User-friendly with optional tool tips for each menu button 

• Project module includes tips to help prepare technical reports

• A complete help module (F1)

• Instantly bilingual

Security and Approval Features

• Assignment of access privileges at the employee level to protect confidential information

• Filtering of information on certain screens to allow partial access

• Denies modification of previously entered time sheets at the option of the supervisor

• Setting up of departments and assignment of employees, projects and activities to departments

• Department supervisor can access time sheets of departmental employees for approval

Report Generation

• Built in Report writer produces quick financial and management reports

• Custom report writer helps create virtually any kind of report

• Template to produce technical report in Word

• On-line preparation of form T661 

Tax-related features

• Calculates proxy amount by employee

• Takes into account proxy amount restrictions for specified employees

• Captures taxable benefits and bonuses for R&D pool and ITC purposes

• Allows picking up support staff at the Quebec level in case of proxy election

• Prevents the inclusion of bonuses into the R&D pool for specified employees

• Captures entire salaries of employees who work 90% or more on R&D activities

• Calculates Québec R&D wage tax credits and other Québec R&D incentives

• Computes Québec R&D wage tax credits for sub-contracting work done in Québec

• Computes Ontario Tax Credit

• Keeps track of restrictions on non-arm's length transactions

• Computes on-line investment tax credits (ITC's) both at the federal and provincial level

• Prevents the entering of overhead costs where proxy is selected

• Capable of comparing the ITC computed through the proxy and traditional methods

• Determines the eligibility for 35% tax credit rate as well as 40% rate for Quebec

• Introduction of B.C. R&D tax credit

Technical Features

• 32 Bit Windows 95/98, 2000, ME, XP and  NT compatible graphical user interface

• Operates on any network that supports Windows 95/98, 2000, ME, XP, and NT

• Supports one billion records per data file

• Accepts 1280K of data per record

• Record seek (search) time 1/10 seconds per one billion records

• Uses standard data base files

• User level multi-function security access

• Supports unlimited number of users concurrently

• Multi-level fail-safe time sheet data entry

• Features calendar, calculator and user diary

• Capable of linking with any other program on record level

• Automatic updates on local workstations by remote server for all users once the newer version is installed on the network

• Built-in Re-index and Optimize utilities

List of Future Enhancements

• Gantt Charts