Financial Management

Quotes & Estimates

• Setting and reviewing project Baseline
• Configuring Currencies
• Managing rate cards in projects
• Configuring your rate cards

Budgets

• Revenue Recognition for Fixed Price Projects and Retainers
• Manual revenue recognition
• Time & Material Financials Calculations
• Reviewing your Project Financials
• About Internal Hourly Cost and how it works
• Overview of Retainer Budget Type

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Expenses

• Reviewing your organization's expenses
• Submitting your expenses
• Defining your expense categories

Invoicing

• Invoicing retainer periods in advance
• Creating invoices for your customers