Billing Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Billing Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Billing Software Articles

Top 9 Free Invoice Management Software for 2024

Unpaid invoices haunting your dreams? Managing multiple clients and tracking expenses can turn into a nightmare for fast-growing small businesses. You might find yourself spending hours creating client invoices, approving vendor bills, tracking your payments, and managing financial records rather than focusing on the heart of your business.

by Soundarya Jayaraman

11 Best Billing Software In India in 2024

Sorting out your financial needs is one of many building blocks to revenue growth.

by Shreya Mattoo

The Role of Artificial Intelligence in Accounting

Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.

by Nathan Calabrese

Billing Software Glossary Terms

Billable Hours

Billable hours are time spent working on tasks that are chargeable to the client. Learn the best practices for incorporating billable hours into business.

by Holly Landis

Bill and Hold

A bill and hold transaction is how companies record revenue for goods that haven't been delivered. Discover the transaction method and criteria to use it.

by Martha Kendall Custard

Retainer Fee

A retainer fee is paid upfront to consultants, lawyers, or freelancers to secure their services. Learn more about its types and benefits.

by Aayushi Sanghavi

Billing Software Discussions

Question on: Deltek Replicon Time

Looking for Allocation and future scheduling reports, have not found anything helpful. Is this available?

Hi Lisa, Apologies for the delay in our response. We can certainly help you with allocation and future scheduling reports. In order to assist you further, please provide us with your contact details and your requirements. Once we receive the information, we can connect you with a solutions consultant accordingly.

Answered: Sujana Rai on April 24, 2020

Your answer

Question on: AvidXchange

How have you used the Account Number function with your invoices that do not have account numbers listed on the Invoice?

We have many invoices that do not have Account Numbers and are recognized by building. We have set up Building-Suppliers as Account Numbers and Avid is still not able to choose those. Wondering if others have had the experience we have had.

We use Property Code and Date

Answered: Alecia Salus on March 30, 2022

Due to this type of inflexibility, we have chosen to self index.

Answered: Laurie Ragsdale on September 30, 2021

Avid will only recognize the account number if the invoice specifically shows "Account Number/Account#) as a description, otherwise it will go to a research queue. In your case, I don't think selecting "none" as the acct # would be ideal since you are using another set of numbers as an acct #. We have suppliers w/ similar situation, so what we've done is make the "none" acct# inactive. This stops the indexer from selecting "none" as an option. Your invoices would then fall into the research queue, but it would be easy for you to then select your correct account number so the invoice would be index correctly with the "used previous" option turned on.

Answered: Yeng Xiong on September 8, 2020

We leave it as "none".

Answered: Kristi Bruce on September 8, 2020

See more answers (3)

Your answer

Question on: NetSuite

Will there be a feature to login as another user rolling out soon?

See above on difficulties section.

Hi Ben, I've not seen this on any release notes, however I do think this would be a welcomed upgrade, have you looked into adding it, or voting for the enhancement? Let me know if you need to know more about this. Thanks, Mike

Answered: Michael Lewis on December 30, 2019

We have single sign on set up (One Login) and through that we are able to login to NetSuite as a specific user (if we are an Admin on the OneLogin account).