Construction

Enhanced project contract billing workflow—Early Adopter

Bill project expenses with greater flexibility across periods and invoices using the enhanced project contract billing workflow.

Key benefits

Expand what you can bill: Include expenses not originally marked as billable or linked to the project's customer.
Reduce rework: Invoice project billable expenses from closed periods without deleting and recreating invoices.
Save progress: Save invoices in progress and return to complete them when you're ready.
Support multi-currency projects: Bill and track project expenses in multiple currencies.

The following updates support the enhanced project contract billing workflow.

We added a Project contract invoicing section to the Projects menu with the following options:

Manage project billables: Select project expenses for billing. Then, review and update project billables prior to creating the invoice.
Project contract invoices: Add billable expenses to a project contract invoice, save the invoice as a draft to finish later, or post it.

We added three Projects permissions that determine which areas of the workflow users can access:

Select project expenses: Allows users to select project expenses for billing from the Project expenses page.
Manage project billable expenses: Allows users to access and update billable project expenses from the Project billables page.
Project contract invoices: Allows users to access the Project contract invoices menu and create invoices from the available templates.

Users who manage project contract invoices through the new workflow require the following Order Entry permission:

Order Entry transactions: To allow users to create invoices, assign List, View, and Add. To allow users to create and edit invoices, assign List, View, Add, and Edit.

Select project expenses to bill.
Review project billables prior to creating invoices.
You can update the project contract and project contract line, place billing holds, and exclude expenses from billing using the buttons at the top of the grid.
Create the project contract invoice.
During invoicing, you can add or remove billable expenses and update progress bill and time and material (T&M) lines.
Save the invoice.
You can save it as a draft or post it.

For project contract lines with mapped tasks, Sage Intacct can automatically assign the appropriate project contract line after you assign a project contract. To use this feature, leave the Project contract line field empty in Project billables (Assign > Assign contract or contract line).
Users with the appropriate permissions can continue to bill project contracts through Generate invoices. Keep in mind that expenses included on an invoice created through Generate invoices cannot be billed through the project contract billing workflow.
The project contract billing workflow does not currently support billing inventory items. You can continue to bill materials through Generate invoices.

Subscription	Construction Projects configured for Project costing and billing Order Entry
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	Select project expenses for billing Projects Select project expenses: List, View Manage project billable expenses: List, View, Edit Update project billable expenses Projects Manage project billable expenses: List, View, Edit Create and edit invoices Projects Project contract invoices: List, View, Add, Edit, Delete Order Entry Order Entry transactions: List, View, Add, Edit