Billing Review Report

billing_review.jpgChallenge:

With standard Vision reporting, Project Managers currently pull multiple reports prior to billing a client. A report was needed to consolidate all pertinent information during the billing process.

Solution:

The Billing Review Report was created to provide a comprehensive “Project” report so Project Managers could view all of their project information during the billing process. This report can be used in lieu of the unbilled detail and draft invoice. The report is designed to run from the Project Reporting menu and provides multiple options including reporting on Unposted Labor, AR Aging, WIP Aging, Direct Costs, Billing Terms and much more. 

Click here to view an example report. Fill out the form to the right for pricing information and a representative will contact you.