Industry
Professional services
Utilisation and unbilled time matter as much as the general ledger.
What we usually find
- Timesheets arrive after the invoice was guessed
- Project cost is not visible until a spreadsheet is rebuilt
- Retainers and milestones get mixed in one invoice style
What we configure
- Projects
- Tasks, timesheets, and expense claims posted to the project.
- Billing
- Time, milestone, and retainer invoices from the same customer record.
- Books
- Revenue, unbilled time, and a project profitability view for partners.
Engagement shape
Foundation plus projects. Manufacturing and warehouses usually stay out.
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