In an economic time when most businesses are cash-strapped, having a good handle on your billing process is a necessity. New tools are available in GrandView to help!
New alarms are available to notify when projects are over-billed and aging invoices are unpaid. A new top-level Invoicing tab has been added that not only allows project managers and other invoicing users to view invoices across projects, but it provides a view of uninvoiced and invoiced cost across projects. This allows the ability to quickly and easiy mark invoiced cost (project expenses, hours, and purchases) as a logical step in the process of creating a new invoice. Now you can go to one place to view all of your projects that need invoicing based on your set criteria. Additionally, the Unpaid Invoices view allows you to quickly see which invoices need follow-up for payment.
Another tool that was added to the Projects menu is a Project Financial Summary view that provides order and actual financial information across projects for a quick project financial status. This view is similar to the Project Financial Summary dashboard module. Additional invoicing tools are currently being defined and designed. Look for more information in an upcoming blog post about invoicing updates.
Chris Engelmann, GrandView Product Manager