Generate template driven Invoices, review Un-Billed / WIP, Integrate with your accounting software, view client billing history with support for T&M, Fixed Fee, Milestone based Jobs.
Create templates to adjust the invoice formatting, header & footers, show P.O. number, billing address, billing contact, sales person, employee, and options to provide subtotals where and as needed.
Support for T&M, Fixed Fee, Milestone and Expenses. Ability to add to Pre-Bill for review and consolidation.
Review last six months of Invoice and Un-Billed totals, take action on unbilled with a single click.
Internal integration with Job orders, time keeping and Expense. External integration with Quickbooks and Dynamics Business Central with support of dimensions.
Sync payments from your integrated accounting software and map to invoices.
Drill down to A/R by customer and view historical payments and adjustments.
Easily take action and control spending with detailed reporting, dashboards, and analytics at your fingertips.
Select who approves (Client, PM or Manager) to define the approval workflows for timesheets and Expenses.
Generate PDF's with time data and merge approval attachments.
Automatic validations of timesheet entries minimize errors for common and specific business requirements.
Make timely submissions and approvals with alerts and notifications.
Efficiently manage your Recievables.Plan, invoice, and analyze to lead your business.
Simplified invoicing for finance teams.Streamline Customer Invoicing into one solution, simplifying reconciliation and consolidation.
Reduce errorsWide range of billing models which supports discounts and billing rules to reduce revenue leakage