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Sales Orders Billable Time vs Items

edited Dec 6, 2019 2:42PM in General 1 comment

Wondering if anyone has any suggestions on this case:

Formerly:
1) Our rehabilitation dept secretary (not currently a user in NS) receives hard copy POs from the state to provide rehab services to clients.
2) Our accountant is then responsible for entering the customer's profile info as well as creating an SO and adding the PO line items into it.
3) Over time, services are then provided by rehab direct service staff which is logged in an Excel sheet by their secretary.
4) Every month our accountant uses this Excel report to bill whatever portion of services were rendered via the Bill Next and Invoice process.

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