Billing Module

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  • Idea
  • Updated 2 years ago
  • Implemented
Hello, Is there any update on the billing system in Gen 3 being able to breakdown hours into REG and OT like the payroll side  does? In the user profile if an employee has a specific OT rule, then a time sheet can be split according to the rule they have for the payroll side . Is this in the works for the billing module so we can eliminate manual corrections to time sheets for billing? 
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Approver02, Admin

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi,

Thank you for providing us your idea. I have put it forward internally to check if there is any insight on the same.

Thanks,
Aashnee
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Tom Tobin

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You can do this, but you need to have access to the scripts behind the billing system, and work with Replicon to get them to do what you want.
Since the start of 2017, these scripts have been customizable, when you've subscribed to Professional Services Automation or Professional Services Management.
The script can look at the timesheet entries, and then write out billing lines, to be selected in an invoice. One use case I've seen is to use the start time, day of week, and the duration of the work to generate overtime and double-time billing items, that can then be selected to use in the invoices.
The reason that this is a script rather than a configurable option is that it seems to be very different depending on the business - some don't bill overtime, some bill it differently depending on client, some bill at different rates or multiples of standard rates. All this makes it more like a script that has to be made to do what you want, rather than a set of options that you could select.