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Realizing the Potential of a Simple Invoice

Imagine an invoicing process that assures you of capturing every billable event and expense, while providing your clients accurate reporting of the facts they need, in the format they prefer. That's Envision Accounting.

Imagine being able to generate complete up-to-the-minute invoices at the drop of a hat, and being able to answer any and all of your clients' billing questions just as quickly. No waiting for month-end bottlenecks to clear, no rattling of cages to get the information you need, and no ballpark estimates you may regret later. That's Envision Accounting.

Imagine being able to set your invoicing process to automatically assign overhead and disbursements to projects or clients, bill by any number of methods, and modify any aspect of any invoice at any time with no loss of data. That's Envision Accounting.

Because Envision Accounting software is a single, integrated application that makes even the most recent entry accessible in real-time, there is no delay in getting the data you require and no inaccuracies due to multiple data sets or re-keying. Data from every other component of Envision flows continually into Dynamic Invoicing so you always have up-to-the-minute data on every role-player and every disbursement.

Moreover, Envision Accounting adds a flexible element to the process of preparing and presenting invoices that is nothing short of dynamic.

With Dynamic Invoicing, you can use multiple billing methods, charge costs to projects, change billing rates, apply deferrals or write-offs and make any number of changes -and those changes are reflected throughout the system, instantly.

There is no point at which an Envision invoice cannot be generated and modified, while retaining full accuracy and maintaining the integrity of your performance on the project.

Dynamic Invoicing redefines the "Work in Process" model. No longer will WIP reports be a compilation of estimates and best guesses. They will be based on comprehensive up-to-the-minute data. That will not only make your clients happy, it will make forecasting cash flow a breeze.

Your project managers and account staff will be able to handle all of their Dynamic Invoicing tasks with full confidence and intuitive ease by accessing it directly from their own workstations or remotely, using Web technology already built into Envision Accounting.

Dynamic Invoicing Adds Real Power to the Billing Process
Project managers who are close to the action can be empowered to control billing. Back office staff will have their administrative burdens reduced. Account managers can achieve maximum revenue by automatically including PO, voucher, expenditure and JSE data on every invoice. Financial managers will be able to analyze billing data to prepare strategic reports on profits, resource utilization, client history, expense recovery rates, and more.

With Envision Accounting Dynamic Invoicing you can:

  • Change any aspect of an invoice at any time. Use multiple billing methods, charge costs to projects, change billing rates - all from within the actual invoice - and all changes will be reflected throughout the Envision Accounting system
  • Apply deferrals or write-offs/write-ups, and they will automatically be saved for future invoices
  • Bill professional staff by name, role, or title
  • Create custom invoice details for each client or project
  • Bill by client, contract or project
  • Bill hourly, weekly, monthly or any possible variation that fits your business
  • Track billed and unbilled revenue by staff member or contact
  • Create scheduled billings based on contract terms
  • Preview, approve, change and print invoices from local or remote locations
  • Automatically compute, bill and track retention amounts and customer deposits
Imagine a constant stream of accurate billing with automated functionality, ultimate flexibility, and no monthly bottlenecks. That's Envision Accounting. Next: Payroll Management >>

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Envision Accounting Software Dynamic Invoicing and Financial Control
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