Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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The ability to provide invoice report for hour bank activity
Customers post invoices for hour bank and then consume against them. We need the ability to link those hours to an invoice so that the consumption of those hours are documented and accounted for to the customer. The information available on the in...
Created 20 Aug 02:47pm by Kim Bateson
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Ability to include Previously billed and Billed to Date on the Sales Invoice
Some customers require that previously billed information is included on the invoice. This requirement can be defined in 3 options 1. A summary comment on the footer of the invoice 2. The total amount of billed to date is displayed on each lin...
Created 26 Jun 01:54pm by Guest
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Send invoice to multiple contact based on each project
Add the ability to add multiple contacts for the billing to be sent to based on each project- depending on the job, different people in a company will require the invoices.
Created 15 Oct 04:39pm by Tasha Anspach
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All inclusive sales price templates
We need the ability to add items and expenses to the Sales price template. Currently you can only set predefined templates for resource and resource group. We need to ability to also add customer or template prices levels to the items and expenses...
Created 11 Jan 01:35pm by Guest
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Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed
Enter a Milestone with a task associated to it. Also enter a scheduled billings line(s) with the same task. When the Milestone is mark as 'completed' then automatically generate the payment for the scheduled billings line.
Created 6 Sep 04:02pm by Guest
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Ability to define a billing date and or date range that can be displayed and printed on the invoice
It is a very common need to have the invoice date range shown on the header of the invoice. If we had the ability to define the invoice period in the Invoice Suggestions and then allow the display of that date range on the invoice that would be ve...
Created 26 Jun 01:48pm by Guest
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Add date field to invoice setup
To be able to get a header line with date information for the interval of the dates of the entries being invoiced you must today enter this information manually. A feature to include something like a line showing: Invoice period dd/mm/yyyy - dd/mm...
Created 13 May 12:13pm by David Embretsen
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Ability to group specific tasks for billiing by adding a bill group field to the task
It is not uncommon for customers to need to bill specific tasks together on one invoice but not ALL the tasks on a project together. If we had a bill group field on the tasks (And Task Template to be copied to new tasks on the project) then the us...
Created 26 Jun 01:38pm by Guest
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Invoice specification to show all invoice records
It would be great if the invoice specification could be generated to match the total of the invoice. The current version only supports showing resource entries.
Created 18 May 08:45am by David Embretsen
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Add scheduled billing template
Add the possibility to add a scheduled billing template and to automatically connect it to a project template to add lines.
Created 19 Oct 02:07pm by David Embretsen
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