Finance Team FAQs
A1: Users must have the Administrative role to generate and send invoices. Navigate to the ‘Administration’ tab and verify that the ‘Generate Invoices’ button is available in the main ribbon. If the button is not available, request to be added to the Administrative role from your system administrator.
A2: Navigate to the Administration tab, click the ‘Generate Invoices’ button, enter dates and click the ‘Load’ button. Select the projects/agreements for invoicing and click the ‘Generate’ button.
A3: Navigate to the Administration tab and click the ‘Invoice Administration’ button. Click on the invoice row, then click the ‘View Invoice’ button. The invoice image will open in a new window. Invoices can also be viewed directly within individual Projects in the ‘Invoices’ tab.
A4: Navigate to the Administration tab and click the ‘Invoice Administration’ button. Select invoices for distribution, then select preferred option from the ‘Send Invoice’ drop-down menu. Invoice copies can be saved to a local folder and manually sent or invoices can be sent directly from BusinessTime.
A5: Yes, invoices can be updated after they are generated by accessing the ‘Timekeeping Review’ screen and making updates. Editable fields contain a pencil icon in the bottom right hand corner of the column heading. Once updates are made, return to the ‘Invoice Administration’ screen, select invoices and click the ‘Generate Invoice’ button.
A6: When setting up a new Customer or Business Unit, users are required to enter a ‘Bill to Email.’ This is the email address used for automatic invoice routing if this option is selected. To update an email address, select ‘Business Unit Administration’ from the ‘Administration’ tab. Select applicable business unit and update the ‘Bill to Emails’ field.
A7: BusinessTime supports Quickbooks integration. We also offer custom integration options. Please contact firstname.lastname@example.org for more information.
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