General Info

Challenge

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To efficiently create Billing Records for those Projects that need it, thereby locking in Hours, Revenues, and Costs (so you can then change Rates, for example), and/or to protect Projects from accidental deletion.

Solution

Choose a Project Filter, enter a Billing Record Name and Billing Date, optionally choose an Expense and/or Hour Filter, preview, then run Auto Bill to lock down the Time, Revenue and Cost of every open item under each Project that matches.

Pictures

Pricing

From   $4,999/Year (unlimited use)
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Related Files

Auto Bill Overview.png 122 KB

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