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- Project Billing System
- Connections
Connections
Connect source work, payment results and accounting handoffs.
- Project Billing System
- Project delivery
- Expense source
- Payment source
- Accounting
- Customer delivery
Systems to connect
- Project delivery. Bring approved time entries and project changes from the owning project system with stable source identifiers.
- Expense source. Bring approved billable expense lines and preserve their source references and approved dates.
- Payment source. Reconcile payments to sent invoices before marking a balance paid.
- Accounting. Agree where journal entries are posted and how a posting result is confirmed.
- Customer delivery. Agree the invoice document destination and customer contact before sending.
How connections are governed
Assign an owner to each source. Reconcile source identifiers, currency and dates on a sample batch. Keep correction and retry paths visible so duplicate source work does not become duplicate billing.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.