Invoicing

Question 1

Invoicing: So I’m going to click here.

Answer 1

I’m going to create an invoice and now what it does is we create invoices at the end of the week so I’m just going to do that process.

It shows me my specific hours that I’ve just approved and has created an invoice for me.

So I click ok and now what happens is it actually generates my invoice for me

Question 2

Invoicing: So if we just have a look here, I get some base data again and I can have a look at my preview, for example.

Answer 2

What is this invoice actually going to look like?

Is it the right information that’s being sent out?

Who are the right people that’s sending this?

Is this the right project?

Question 3

Invoicing: The minute I approve it, I’m just going to save it quickly just to make it go quicker.

Answer 3

It generates an invoice number and once that happens, the transactional data of this invoice gets transferred to your financial solution. From here, it’s very easy.

This can all be automated by the way. I’m just showing you the manual process of it.

I can just press email and I can create an email with the pdf and you can automate this process.

Question 4

Invoicing: So what i’ve really showed you here today is

Answer 4

• I’ve taken you through a process from my Outlook environment
• Taking that unstructured data, putting it into a structured environment
• Creating an opportunity
• Creating a project
• Allocating resources to the project
• Allocating my time and expenses towards that specific project
• Approving it and going back and actually sending the invoice at the end of the day
• Everything that you’ve seen here today is stock standard within the solution.
• This is what you get out the box and this is the standardized and templatized version that we’re having a look at