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- Project Billing System
- Process
- Review billable work
Review billable work
Billing specialist checks incoming approved time and expenses against the project and active contract. The source identifiers protect against duplicate billing, while the rate and markup explain the billed amount. Project manager reviews open WIP for the same revenue period and decides whether a dispute requires a project hold.
Step by step
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Review billable work BillingSpecialist
Billing specialist checks approved source dates, project links, billable flags, rates and expense markup.
- Keep eligible approved work pending for the next invoice.
- Updates Billable time entries, Billable expenses, Billing contracts
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Check WIP and holds ProjectManager
Project manager compares open work with the period balance and active project holds.
- Keep an active hold in place until the issue is resolved and the release is recorded.
- Updates WIP balances, Billing holds, Rev rec periods
Who does what
Roles and permissions- Billing specialist
- , project manager, Controller.
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