![]() ![]() Continuous integration in Microsoft Dynamics CRM pricing, product catalogue and order management.Distinction between projected time and billable time.Totaling on sub-project Level in the timesheet.Generate automatic timesheets as basis for billing.Billing fixed prices, time and material or a combination.Clear correction of all services before billing.Integrated view for preparation, timesheet and billing itself.Scope of functions for this component Customer billing The second option is to transfer relevant billing information to an ERP System. This report can be easily customized (logo, company address, etc). A suitable report is included in the scope of supply. The first invoicing option is a printout directly in the CRM systems. These are available for use in the Microsoft Dynamics CRM database, thereby creating two alternative options for further invoicing. The preceding Dynamics Project Management service billing provides all the necessary billing data for invoicing. Transfers can be done manually, automated via workflows, through the web service of an ERP system (SAP, NAV, GP) or another accounting system like Datev or Quickbooks. This summary is used to create the invoice in the system. Additionally, the system generates a summary of all settled services by product level. With just one click, time sheet entries are marked as billed so that they’re not systematically submitted in the next payment run. Via the order and product list (products, price lists, etc.), it is defined which rates are included in the billing (e.g. For travel expenses, there are also several invoicing options via the order (flat billing, receipt-based billing, no billing). For travel times, the payment mode (flat-rate amount per travel, pro rata hourly rate, fixed hourly rate, no billing) can be determined in the order. Travel expenses and times which are entered in a project can also be invoiced. Afterwards, timesheets can be printed or saved as a PDF or Excel file. Timesheets are automatically created at the touch of a button. Functions are available for managing advance or partial payments. These will be automatically re-submitted by the system for the next payment run.īilling fixed-priced projects as well as projects based on time and material (or a combination of the two) is available. If needed, selected services can be marked for billing at a later time. Services entered to a project can be billed in user-definable time periods (months, quarters or differing time periods). Determination of the billing and creating time sheets With just one click, spelling mistakes and incorrect calculations are eliminated.Ī major highlight is the option to bill services separately from the entered work time. Booking preparationĪll entered project services can be conveniently edited in one Screen and relevant billable Services can be marked. Time and material billing can be done in three simple steps: 1. Alternatively, all applicable billing information are prepared for transfer to an ERP System. The billing function can automatically create and print invoicing directly in Microsoft Dynamics CRM, based on the timesheet. Nevertheless, the system ensures the avoidance of double billing of services. Creating seperate invoices for the same time period is also possible. With the payroll functions, an Excel-like overview für all services in the selected period is available especially for billing at cost. This allows the project Managers or back office to quickly and easily correct employee' entries and decide about the billability to the customer. Timesheets required in many industry sectors are generated by the system. The Dynamics Project Management billing and invoicing feature allows you to bill project services directly to customers, employees and external service providers. Invoices can be created based on milestones, partial payments and final payments as well as at cost (time and material). High level of automation reduces administrative effortsĪutomation ensures accurate billing qualityĭynamics Project Management identifies outstanding balances that have yet to be billed (such as travel, external services or material costs) and automatically re-submits them for billing Purchasing Department ⇒ billing external resources.Human Resources Department ⇒ employee billing.Travel expense invoicing including management of receipts.Alternatively, Information transfer to an ERP System. ![]() Distinction between time needed and time billable.
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