Finance: Integrated Invoicing and Financial Reporting

Easily generate accurate invoices and financial reports for your clients or business units.

The Finance application allows managers to create invoices and integrate them with your accounting system. You can easily generate reports to profile time and expense activity by client, project or resource for any time period. Hassle-free accuracy that you can count on.

Features

• Client or internal business unit time and expense profiles and reporting.
• Invoice history reports.
• Employee time reporting tracking and history.
• Automatically generate invoices for your customers or business units based upon approved time and expense data from Time and Expense.
• Integrate the invoices seamlessly into your accounting system to avoid rekeying
• API for integration with any database-driven accounting software.
• Integrate easily with common accounting packages like Peachtree™, Quickbooks™, Epicor™ and Great Plains™.

Benefits

• Clearly and easily understand where time and expenses are being spent and who is accruing them.
• Identify employees who have and have not submitted time reports for timely reporting and billing.
• Quickly look at entire client invoice histories.
• Little or no human error.
• No time wasted rekeying information into your accounting system.
• Know exactly what should be billed and what has been billed.
• Integrate with your ERP or accounting package.

Questions Answered by Finance:

• How can I improve the accuracy of our invoices?
• Is there a way to avoid manual rekeying of information into my accounting system?
• Can we reduce the human error that occurs during billing?
• How can I see detailed information about what charges went into each invoice?
• How can I accurately report on time and expense activity for project, clients and business units?
• How can I track my employees time entry status and history?

Audience

• Project managers who produce invoices
• Finance managers