Software features are integrated with General Ledger, Accounts Payable Software,
Accounts Receivable Software, Sales Order Management, Purchase Order Management,
Inventory Management, and the Time and Expense mobile application.
Manage budgeting, inventory, change orders, time sheets, billing, profitability,
and reporting for individual business initiatives. Projects are included in
company-wide financial reports with full multi currency support.
complete view of project-related costs for materials, labour, services,
and inventory items.
Vary billing rates by employee / customer, type of work, or specific
project. Recognize revenue based on completion percentage or task
Compare actual project costs with original and revised budgets and
forecasts by period using real-time reports. Include all project costs:
inventory items, non-stock items, labor, services, and more.
Control Change Orders
Improve project management by controlling changes to the project scope,
including customer and internal requests. Create a change order with all
the documentation, including the revenue budget, cost budget,
commitments, and class. Define your workflows and approval processes,
and release change orders with full business intelligence visibility and
audit trail control.
Manage Project Quotes
Simplify project sales and pricing by supporting complex quote
processes, improving project control and management. Create quotes,
update them, link them to CRM and track versions. When approved, create
projects and provide billing details.
Company-Specific Financial Periods
Companies within the same tenant can have different fiscal year-end
dates, important for companies that share vendors, stock items, and
employees. The company-specific periods are defined at the branch level.
Multi-Currency Project Accounting
Enter project transactions in different currencies and maintain projects
in both the base currency and the project currency. With multi-currency
project accounting, project managers and accountants can review actual
revenues, actual costs, and committed costs in the project currency,
with an ability to calculate project profitability in both the project
currency and the base currency, and present costs to the customer in the
Define billing rules to recognize revenue using the percentage of
completion or the completed tasks method. All recognition rules are
automatically reflected in the GL journal entries.
Company No. 4211965 - VAT No. GB715 9582
Directors: I.D. Lowe | D.E Lowe | S. Houston |
6 Rangewood Road, South Normanton, Alfreton,
Derbyshire, DE55 3BS, United Kingdom