3972273 Newbie

<p>Jon, that's a great point and a wonderful way to segue in to talking about Revenue Recognition. This is an area of project finance often considered to be a mysterious art practiced only by finance people in back rooms, and many people shy away from it almost instinctively.</p><p>If one of your concerns is a difference…

<p>You enter starting balances by the adminstrator manually entering accrual transactions</p><p>Go to Timesheets Module>Leave Accrual>Leave Accrual Transactions</p><p>You will see a list of all the transactions, accruals and drawdowns, in the system. If you are setting up leave accrual for the first time the list is…

<p>Mark,</p><p>you could also try just restricting the list of projects you see in the projects tab to the ones in which you are interested.</p><p>The list filters (drop downs at the top of the columns) are sticky in that they remember from one login to the next how you left them.</p><p>If using the list filters doesn't…

<p>Hi Mike,</p><p>This is a specific example of the classic "two hats" problem in most services organizations. As a middle level staff manager (whether you call me a program manager, group manager, practice manager or many other names) I have two areas of responsibility, a) a portfolio of projects and b) a group of…

<p>The function that adds on a percentage to the bottom of an invoice is, of course, sales tax. If you are not using that functionality to add tax, perhaps because you don't charge tax, then its possible you could hijack it for this purpose. I don't know that I'd recommend such unorthodox use (suppose you do need to start…

<p>You can never bill the same hour twice. That's fundamental to the operation of the billing engine and a feature that every user relies upon.</p><p>If the users work complete days on the project you can split the day to create two daily charges for each day, one of $1600 and one of -$480 which would give the effect you…

<p>You set the autobillable rules for a project under</p><p>Particular Project>Billing>Auto Bill Settings</p><p>You set the default auto bill setting for all newly created projects under</p><p>Projects Module>Options>Project Billing Options</p><p>For existing projects you can use the project tagging function to copy…

<p>The field on the invoice layout screen</p><p>Invoices>Options>Invoice layouts>Particular layout</p><p>headed "invoice footer" allows you to upload a JPEG, GIF or PNG file with a graphic. This will show on both the HTML and pdf versions of the invoice.</p><p>If it is not showing on the pdf version then it may be a fault…

<p>The question about whether the task should be checked as "non-billable" raised above is an interesting one. </p><p>You may get more reporting flexibility if you bill the time but send it to a "non invoicable" charge stage and/or bill it at zero rate per hour. You can then include the time in any utilization/realization…