Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Ability to correct timesheets even if they are on an unposted or posted Sales Invoice

Frequently timesheets need correcting and this is required even if the timesheet has been billed. We need the ability to correct a timesheet (or individual timesheet line rather than the entire timesheet) if the timesheet line is on an unposted or posted sales invoice.

  • Guest
  • Jun 26 2019
Business Impact

Customers will challenge invoices and thus may need that the time needs reclassified to a different project or task.

Additionally there may be limited billing amount on a project and it is recognized after the timesheet is billed that it needs to be recorded to a change order project. If the we cannot reopen the timesheet or move transactions that have been invoiced it becomes a very manual process to fix

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