Delivery & Finance
Placement to paid, without the spreadsheet.
Who is working, at what rate, until when, and what the margin is. When a placement starts it is added to Invoicing automatically, and you cannot bill until all the required onboarding documents are in.
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01 · Placements: rates, margin and Ending Soon
Margin lives on the record.
A placement carries its bill rate, pay rate and margin from day one. $46 pay against $58 bill is a $12 margin; $62 against $78 is $16. The number in the report is the number on the contract. Ending Soon shows which renewals need a conversation this month.
02 · Timesheet and Invoicing
Hours become invoices, once the paperwork is in.
Click a month cell, enter the hours, confirm, then Bill. Bill is blocked if any required onboarding document is missing for that consultant. Invoicing then tracks AR Aging, Collections and Analytics across nine tabs.
Outstanding
$184k
DSO
42 days
Overdue 30+
$21k
03 · Home: Today's read and the quick-action rail
Your whole desk on one screen.
Home shows the numbers from every module, plus Today's read: two or three lines written from the live figures that point out, for example, which requisition has gone quiet. The quick-action rail lets you start a task from the tile itself.
In detail
What is in this module.
Delivery
- Placements with bill rate, pay rate and margin, W2 or C2C
- Ending Soon list and margin distribution
- Placements are added to Invoicing on their start date
- Consultants assigned per client and vendor
Finance
- Monthly timesheet grid with confirmation
- Bill is blocked until required onboarding documents are in
- AR Aging, Collections and Analytics
- Export to CSV, Excel and PDF
Works with
- QuickBooks
- DocuSign
- Gmail
- Outlook
Twenty minutes, no slides
See your own reqs in it.
Bring a job description and a vendor list to the demo and we will set them up live while you watch.
Book a 20-minute demo