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Overview:

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  • Create Schedule of Values/Map Costs
  • Define Pricing Schedules (Standard or Job Specific)
  • Validate Costs have been posted for the billing period
  • Calculate Invoices
  • Prepare Invoices for Printing
  • Review Invoice/Support Schedules
  • Adjust Invoice Amounts
  • Complete Invoice Processing

Benefits:

  • With correct setup, the job billing process is automated, PENTA will automatically calculate the amount to bill by marking up costs according to the job's pricing schedules
  • Support Schedule reports can be generated to include with the invoice

Roles:

  • Accounting Receivable Manager
  • Accounting Receivable Clerk
  • Project Manager
  • Controller

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  • Billing and Accounts Receivable>Automated Invoice Processing> Contract Completion Billing Purposes
  • Billing and Accounts Receivable>Automated Invoice Processing> Calculate Invoices 
  • Billing and Accounts Receivable>Automated Invoice Processing>Adjust Invoice Amounts
  • Billing and Accounts Receivable>Automated Invoice Processing> Prepare Invoices For Printing
  • Billing and Accounts Receivable>Automated Invoice Processing>Complete Invoices

Video:

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urlhttps://vimeo.com/manage/videos/305095530/d6291307aa
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