Data Sheets

Project Management

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2 Project Make informed decisions, quickly. See real-time profits per project, utilization by employee, revenue by service types—anything that helps you understand and improve project performance. Save Time on Bills and Revenue Recognition Sage Intacct's billing automation helps you improve accuracy by generating project invoices in the right format, using the right terms, and for the right amounts, supporting a variety of fixed price and T&M methods. Satisfy both customer expectations and accounting requirements by keeping revenue recognition separate from billing and automatically calculating and posting based on milestones, schedule, or percent complete. Give Beer Answers, Get Beer Ideas Stay up to date on project performance by consulting a single source with role-specific reports and dashboards. Give clients and colleagues answers about current status, milestones, and invoicing, while providing management insights on revenues, costs, and utilization to improve profit margins. Key Features Project Tracking Project dimension Define valid projects with project-centric information and tag key transactions by project to see real-time project cost and revenue tracking in the general ledger. Custom workflows and grouping Define project statuses to create workflows to match the way you work and project types to group similar projects for quicker management. Time & Expense Multiple approval levels Design multiple levels of approval, including expense approval by amount, and automatically email supervisors about approvals, speeding up the reimbursement process. Multi-currency reimbursements Handle multi-currency expenses and reimbursements, as well as non-reimbursable expenses (company credit cards). Drill down and download capabilities Drill down into all the details associated with an entry and export a variety of formats to provide more flexible views of information. Project profitability tracking When used with project tracking, link hours worked and expenses incurred to specific projects, gaining a true picture of a project's margins. Time entry rules Set business rules such as requiring notes on time entries or seing minimum and maximum daily values. Real-time timesheet management Quickly find and email users about missing, late, or unapproved timesheets, eliminating inaccuracies that might be affecting the true profitability of your project. Project Costing Parent-child project and task relationships Break projects into tasks, budget tasks, and assign resources to tasks, to setup almost any work break-down structure (WBS) you require.

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