Billing
Designed to handle:
- Invoices based on time and materials accumulated from timesheets and expense forms
- 'Fixed price' invoices based on dates or Project/Task milestones
- Period invoices based on Annual, Monthly, Accounting or Timesheet Periods
- Ad-hoc invoices for payment in advance with the option of subsequent allocation of Work in Progress
- Ad-hoc Credit Notes
- Full or partial Invoice Reversals (with release of Work in Progress)
- Multiple billing for automated Work in Progress billing
Key features:
- Optional separation or combination of Timesheet and Expenses
- Optional automatic revaluation with manual exchange rate override
- Opportunities for deferment of chosen work in progress
- Optional discounting of chosen work in progress
- Optional entry of additional invoice lines
- Multiple formats using Crystal Reports
- Four dates (Invoice Date, Due Date, Tax Date and Other Date)
- Optional addition of invoice text
- Export to accounting
- Unlimited Invoice Sequences (and optional separate sequences for Credit Notes)
- Flexible definition of Invoice Worksheets enabling the presentation of appropriate data during invoicing
- Optional Invoice Approval and Review workflow (with optional email notification)
- Invoice Status reports
- Full reporting on discounts from Work in Progress value through the use of balancing entries for Timesheets, Expenses, Invoices and Discounts.
Modules
Timesheets
Attendance Forms
Expense Forms
Billing
Budgeting and Forecasting
Resource Planning
Accounting Integration
Management Reporting
Project Management
Transaction/Credit Card Import
Customer Services Workbench
Professional Services Workbench
Security
Multi Company
Multi Language
Multi Currency





