Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Add the project and task field to the Journal screen so that journals can be used for initializing sales invoices and purchase invoices\orders can be linked to projects
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Created 8 Oct 07:22pm by Guest
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Warehouse Shipping Document is missing three critical Progressus fields and accompanying logic is not supported. These includes the Project, Task, and Appl.-to Project Entry.
The Warehouse shipping document needs to create a project usage entry to Progressus if the entry is created by entering on the Sales Order and then creating the Warehouse shipment. To accomplish this the project and task must be added to the wareh...
Created 22 Dec 01:43pm by Kim Bateson
Inventory
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Ability to create a revenue schedule and a billing schedule that are different
Have the ability to create a billing schedule that is any type of frequency. We currently have this but if anything is posted 1 time on the scheduled billing then no changes can be made. Have the ability to create a revenue schedule. This revenue ...
Created 15 Dec 10:33pm by Kim Bateson
Billing
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Recurring billings
We have an annual contract with a customer and a process that will generate monthly invoices based on that contract. Our accounting team will review the generated drafts and approve them so they are sent to out customers. We need the ability to ...
Created 31 Aug 05:21pm by Rich Fowler
Billing
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Site location ID Default
Add site\location to the project card from the customer. The billing address should default from the customer. The site\location is a secondary location\address to handle sales tax reporting
Created 30 Aug 02:13pm by Rich Fowler
Billing / Projects
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Taxes by location/service
Ability to handle sales tax on Progressus billings by location and service
Created 30 Aug 02:13pm by Rich Fowler
Billing
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Project/Task entry on Sales order to Progressus
Ability to enter project and task on a sales order and post to Progressus via the sales invoice.
Created 30 Aug 02:12pm by Rich Fowler
Billing
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Timesheet correction without deletion of invoices
Ability to correct timesheet to prior period even if they have been billed on an invoice
Created 30 Aug 02:10pm by Rich Fowler
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Ability to enter a revenue budget via a budget journal without associating it to a usage type of Resource, Item or Expense
Clients have projects that are percent complete billing or AIA billing that are fixed price but are not a scheduled billing. So it would be good to be able to enter a revenue budget without linking it to a usage. It would be the equivalent of havi...
Created 4 Dec 08:00pm by Kim Bateson
Budget
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Show date and day both on header of timesheet days
On the columns on the timesheet, it shows either date or day, customers would like to see both
Created 2 Dec 09:38pm by Tasha Anspach
Timesheets
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