Net Suite
Management NS Project
Delineate Next Stpes
Open Gate Resp
Jay's Dedication to NSP
Invoicing
May Billing Review
Implications
Management
Profitability
Client
Dept.
Product
Personal Productivity
Task/ProjectPerformance
Planning
Rev Recognition
Employee
Training
monday
Longer Term
What not covered
New ProcessRequest comes in
Holly then cuts "Billilng description" from her report, creates manual invoices for each task
How is Invoice amt calculated and is there any comparison to estimate or quote given to client?
Need to clarify terms re Description of task vs what shows on invoice.
"task creator" Approves task, notifies client
Task gets sent back to "task creator" with Needs Approval
Time is logged no checking of "invoice client" - CHECK service item at time entry....but no check box of invoice client/ or product billing / or invoice description. --
Charge Time - Work Description is VERY important for all time entries
Task gets created and assigned
