Task to Billing Proc

The document discusses various aspects of invoicing and billing processes, emphasizing the need for clarity and accuracy. It highlights the steps involved in task creation, assignment, and approval, stressing the importance of detailed work descriptions for time entries.

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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. --

Task to Billing Proc