Task to Billing Proc

Mais informações

IM/KM Plan

por Lori Saulibio

Civil Engineering

por Shaun Bunch

INDUCCIÓN

por JHON EYDER GAVILAN ROJAS

Business ethics

por DIANA MAGALY LEYVA PEREZ

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