Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Ability to Move transactions and update price, WIP, General ledger and dimensions (even if it has been invoiced)

The move process should post the new transaction as if it was originally posted to this project and task. This would require the reassessment of the price on the new transaction, the update of WIP for this Transaction, the possible reclassification of the GL account if appropriate and the reclassification of the dimension.

The ability to move transaction should also be allowed if the previous has transaction was billed

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  • Jun 26 2019
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Business Impact

Transactions are often charged to the wrong project and/or task. Rather than require the correction of a timesheet or expense report it would be beneficial to have the ability to move the transaction to a new project/task

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