- Services: These are service records that define the billing parameters of the project. Within each service, tasks, categories, roles, and resources can be defined, and time logs added.
- General:
- General
- Name: Name of the Project
- Currency: Billable currency
- Total Time (Hrs): Total entered time on the Service via the time logs.
- Unbillable time (Hrs): Total time which is non-billable as defined in the time logs within the Service.
- Last Billed Time: Refers to the last time the time logs were billed.
- Total Revenue: Time which has been invoiced
- Unbilled Revenue: Time which has not been invoiced
- Provider Details:
- Provider: referring to the time provider of the service
- Project: referring to a project in PSA if the time provider is Dynamics PSA.
- Last Sync: referring to the last time Work 365 connected with PSA in Dynamics to pull in any recent time entries.
- Billing Details:
- Customer: CRM Account
- Billing Contract: Client’s billable contract
- Effective Start Date: Start date of the service
- Is Taxable: defines if the service is taxable.
- Invoicing Rollup: this rollup determines how the time logs will be invoiced.
- Service: If Service is selected, the invoice will show total billable time of the time logs added to the Service.
- Role: If Role is selected, the invoice will show a breakdown of billable time by project role.
- Resource: If Resource is selected, the invoice will show a breakdown of billable
- General
Work 365 Services
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