Improved project invoicing usability and performance
Important
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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Mar 26, 2024 |
Business value
It’s common for project-based companies to create an invoice for a large team that is working on a project with a recurring lifespan. Each invoicing period can involve thousands of transactions across time, expense, and material usage activity for projects that will need to be reviewed and confirmed before generating a customer-facing invoice. This process of reviewing is an essential function to ensure a quick invoice and maintain healthy operational metrics. Keeping a clean, intuitive, and performant experience for reviewing and making corrections for the project manager will add strong business value to ensure the smooth running of a service-centric practice.
Feature details
Key enhancements include:
Improvements to the invoice revision (correction) process that significantly reduces the time to correct project-based lines on proforma invoices.
Usability investments to ensure that a project manager can:
- Review the billing backlog for the next invoice cycle with lines, details, and the proposed invoice total with the fewest clicks possible.
- Easily manage the billing backlog for milestones, time and material, products and advances, and retainers from a central place.
- Easily evaluate the impact of the updates in the billing backlog on the amount to be invoiced.
Improved performance during invoice creation and confirmation through usage of xMultiple paradigms and parallelized CRUD options in the invoicing context, resulting in improved scale and throughput of invoicing operations.
