These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Financial Advisory PSA
- Frequently asked questions
Questions, answered
Answers about setup, delivery reviews, billing and collections.
Financial Advisory PSA
10 questions
Can't find it? Write to support@erp.ai.
How do I get started?
Click Get started, then use Proto to configure PSA for Financial Advisory for your business. Pilot one client engagement with a manager, advisor, service entry and contractual deliverable.
Who owns an engagement?
The engagement records its manager and owning organization. The client record also carries an account owner.
Where do advisors record their work?
Advisors use time entries, expenses and service entries linked to an engagement. Each record has its own status and review context.
What happens when a submitted service line fails review?
A line that is not billable, has no hours or lacks an engagement remains submitted and receives a failed operation receipt for correction.
How does a service line become approved?
The service approval operation validates submitted work, moves an eligible line to Approved and records a review decision and operation receipt.
When can a deliverable move to invoiced?
After approval, the invoice operation checks that the deliverable has an amount and engagement. A failed check leaves it approved and records a failed receipt.
How are fee receipts tracked?
A fee billing linked to a deliverable carries invoice, amount, due date and status. Marking it Received records a payment operation receipt.
Can the team see margin by engagement?
The Engagement Margin Desk compares contract value with delivered and billed amounts and shows realization, projected margin and over-budget signals.
Where do we keep supporting files?
Compliance Evidence links a file URL and kind to a parent record. Decide storage permissions and naming before migration.
What should we rehearse before release?
Run valid and failed service review and deliverable invoice cases, then follow a collected fee to its operation receipt. Compare the engagement economics with source records.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.