Full List of Bizmo Features by Edition

My Work

Feature	Description	Basic	Team	Professional	Enterprise
Time slips	Enter time/tasks worked against projects, which may be billed to a client	√	√	√	√
Material slips	Record material usage against projects, which may be billed to a client	√	√	√	√
Rental slips	Record property or equipment rentals against projects, which may be billed to a client	√	√	√	√
Expense reports	Submit expense reports against projects, which may be billed to a client	√	√	√	√
Scan & Store Expense Receipts	Scan and store expense receipts to eliminate paper		√	√	√

Manage

Feature	Description	Basic	Team	Professional	Enterprise
Manage others	Review time slips, material slips, rental slips and expense reports submitted by individual contributors	√	√	√	√
Projects	Create internal or client projects (aka jobs or matters), limit project team, configure automatic billing to clients	√	√	√	√
Reports	Get Excel or PDF copies of a variety of management reports including income statement, balance sheet, receivables, payables and fixed assets	√	√	√	√
Employees	Company employee database	√	√	√	√
Contractors	Company contractor database	√	√	√	√
Approvals - Invoices	Manager queue to review and approve invoices	√	√	√	√
Approvals - Estimates	Manager queue to review and approve customer estimates			√	√
Approvals - Purchase Orders	Manager queue to review and approve vendor purchase orders			√	√
Approvals - Bills	Manager queue to review and approve vendor bills			√	√

Invoicing & Receivables

Feature	Description	Basic	Team	Professional	Enterprise
Customers	Company customer database	√	√	√	√
Estimates	Create customer estimates (aka quotes or proposals)	√	√	√	√
Invoices/Credits	Manually create customer invocies and credits	√	√	√	√
Sales Tax & VAT	Collect and remit sales tax and value-added tax, including compound taxes (tax on tax)	√	√	√	√
Recurring Invoices	Create recurring customer invoices to be automatically created weekly, bi-weekly, monthly, quarterly or annually		√	√	√

Purchasing & Payables

Feature	Description	Basic	Team	Professional	Enterprise
Vendors	Company vendor database	√	√	√	√
Purchase Orders	Create vendor purchase orders	√	√	√	√
Bills/Credits	Create one time vendor bills and credits	√	√	√	√
Recurring Bills	Create recurring vendor bills to be automatically created weekly, bi-weekly, monthly, quarterly or annually		√	√	√

Banking & Credit

Feature	Description	Basic	Team	Professional	Enterprise
Deposits	Record amounts received from others	√	√	√	√
Payments	Record amounts paid to others	√	√	√	√
Transfers	Record transfers between bank or credit accounts	√	√	√	√
Reconcile	Reconciliation of bank or credit accounts	√	√	√	√

Accounting

Feature	Description	Basic	Team	Professional	Enterprise
Item Catalog	Company database of items for sale to customers including products, rentals, services	√	√	√	√
Inventory Adjustments	Record adjustments made after physical inventory of products	√	√	√	√
Fixed Assets	Fixed asset database, including automatically generated entries from vendor purchases	√	√	√	√
Intangible Assets	Intangible asset database, including automatically generated entries from vendor purchases	√	√	√	√

Setup

Feature	Description	Basic	Team	Professional	Enterprise
Item Tax Classes	Bizmo provides 11 item tax classes, like product, service, rental, etc. You can add more here if you need	√	√	√	√
Tax Locales	Maintain sales or value-added tax details to faciliate collection and remittance	√	√	√	√
Bank & Credit Accounts	Maintain deposit and loan accounts with banks or other entities	√	√	√	√
Business	Configure options including company logo, currency, industry, and numbering sequences	√	√	√	√
Access Levels	Number of custom roles that limit access to Bizmo features	0	2	4	Unlimited

Advanced Features

Feature	Description	Basic	Team	Professional	Enterprise
Unbranded Emails	Bizmo co-branding removed from customer estimates, customer invoices and vendor purchase orders				√
Analytic Snapshots	Daily database snapshots available for download and custom analytics				√
API Access	REST API access for custom client development				√