Edition: All
User-level: PM and Above
Overview
At Total Synergy, we're always looking for ways to reduce non-billable admin time. This update puts your Revenue Forecast directly on the invoice screen, so there's no more flicking between pages to check the forecasted amounts before you invoice.
Enabling Invoice Revenue Forecast
Invoice Revenue Forecast is enabled at a Project level, this can be enabled at any time.
Open the project and go to Edit Details.
From the Add more detail section, click 'Invoice Revenue Forecast' to add it to the details.
Enable the toggle.
Save and Close.
How it Works
Invoice exactly what you need, with the full picture in front of you instead of checking other pages first.
Once enabled, your draft invoices will have a new column visible showing you the forecasted amount for the month (based on Invoice Date) alongside the WIP figure for each stage, so you can see the Fee, WIP and Forecast together before you commit to a number.
Feedback
This is a small update, but we'd still love to know how it's working for you. Let us know via the Feedback Forum if there's anything you'd like to see added.