Key features include …
Invoice creation and workflow
- Select multiple jobs or sub-jobs to invoice
- Assign effort (timesheet entries) to an invoice or carry over to subsequent invoice
- Assign third party expenses to an invoice (with markup) – capture third party costs
- Review invoice by team lead, BD manager and finance
- Customise invoice format
- Email invoices via PDF to clients
Flexible line items
- Provide one-liner summary of costs
- Provide summary based on person, activity or full detail of costs
- Ensure full control over invoice contents – additional line items, comment only lines
- Ensure full control over line item sale type – assign to different revenue codes
Integration with accounting system
- Automatically synchronise jobs, clients, suppliers, staff, sales and purchases – operates two-way between Heads-up and your accounting system
- Update receivables from accounting system (Heads-up imports the amount outstanding)
Client and supplier management
- Synchronise client and supplier entries with accounting system
- Maintain details of clients and suppliers – name, address, contacts