Project billing flexibility lets you invoice customers the way it makes sense for your business. If you need billing automation or require extensive pricing flexibility, there’s a better way.
With AcctTwo Flexible Project Billing for Sage Intacct, you simply create a pricing template with multiple lines that includes any combination of labor rates, materials costs, or other billable expenses. Easily apply your Project Price List to any existing or new parent or child projects saving you time and ensuring consistency. Your billing is a breeze with our built-in Pre-Bill Report letting you see what’s out there available to bill.
Who’s it for?
- Professional Services and Consulting companies, Construction, or Field Services companies with complex billing rules
- Any company that uses the Sage Intacct Project Billing module and needs greater pricing flexibility
Quickly Create a Project Price List
Create or import a Project Price List once and save it so you can apply it multiple times. Your Project Price List can include any combination of pricing models or UOMs, including by day, by shift, by hour, consumables, and AP expenses. And you can create your own unique UOMs. Easily add any number of markup percentages to applicable items or item groups. Configure straight time and overtime rates, and define a “shift” or hours per “day.” Specific employees can have their own rate. You can also configure a retainage percentage.
Easily Assign Multi-Line Pricing to Multiple Projects
Assign your new Project Price List to an existing or new Project by simply selecting from a list. And if you have multiple child projects under a parent project, just assign the Project Price List at the parent level and it will automatically be applied to any existing or new child projects. You can then opt to invoice at the parent project level and automatically include all or selected child projects.
Efficiently Find and Review What’s Available to Bill
With a built-in Pre-Bill Report, you can quickly see what’s out there to be billed including billable A/P purchases, expense reports, and timesheets. It’s easy to filter the list by Customer, Project, Project Type, or Project Manager, just to name a few. Approved time entries are included by default, but you can choose to include drafted, submitted, and declined time in your Pre-Bill Report. Filter your date range easily, or use an “As of” date limiter.
Seamlessly Generate Detailed and Itemized Invoices
It’s easy to generate invoices for all your Projects, or selected Projects or Customers, in just a few clicks. AcctTwo Flexible Project Billing examines information in your staging invoice and intelligently applies your Project Price List data to produce a detailed invoice. Your client will be able to see labor by cost by day separated from consumables and materials, as well as other billable, miscellaneous expenses. The system automatically pulls in additional source transaction data to the final Sales Invoice so your clients can see Transaction Date, Vendor Bill Number, Markup Amounts, and more. And invoices have extensive formatting capabilities for you to customize to suit your unique needs.