Net Suite

Invoicing

New ProcessRequest comes in

Task gets created and assigned

Charge Time - Work Description is VERY important for all time entries

Task gets sent back to "task creator" with Needs Approval

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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. --

"task creator" Approves task, notifies client

Holly then cuts "Billilng description" from her report, creates manual invoices for each task

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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.

What not covered

Implications

Employee

Training

Longer Term

monday

Management

Rev Recognition

Planning

Task/ProjectPerformance

Personal Productivity

Profitability

Product

Dept.

Client

May Billing Review

Management NS Project

Jay's Dedication to NSP

Open Gate Resp

Delineate Next Stpes