Billing Software Discussions

Once submit new quote, once apprive how it fulfill respective quote, we mean it in list of quote it should appears as accepted by client

can organize business finance all in one place, no accounting knowledge needed, what else?

When I list parts on a quote I can’t see them all unless I go to preview. What do I need to do to see it all on the quote

Hello Due, I need a 3rd-party payment solution that can accept all the credit cards, ACH and Paypal and also have the ability to distribute payments to freelancers via ach, Paypal and etc. Would love to discuss more over the phone. 310-499-0350

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We are trying to be a cloud base firm, and would like to know more about how it works.

Through CSV imports it is possible to create a large number of items all at once, but I have had problems adding multiple items to a single category and I am not sure how to do it. I've tried using both the category's and the item's internal ID but with no success.

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I would like to account for mileage through Freshbooks. How would I do it?

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I can't find a decent way to manage deposits or advances. Recommendations?

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Reall, how do you like it?

Right now, it is very difficult to deduct against a retainer. Also, PLEASE let users be able to add images to invoices. Say I buy a bed for a client. I want to be able to add a small picture of that bed onto the client's invoice.

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We are looking at Billing Subscription software, in particular we are looking at Stripe, Zuora Billing, CPQ Billing (Salesforce) and LogiSense? The other competitors have more experience in the space than Stripe however we are interesting in using Stripe CC Payment solution. Ideally we have 1... Read more

When Avid flips a PO the system duplicates the sales tax, the total sales tax whether the PO is fully fulfilled or not, and throws of the distribution line.

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.

See above on difficulties section.

The system is loading a page in 10-30 seconds. We were advised that this is due to too few transactions in the system.. Is it a known issue? How was it solved?

Time and expenses entered on the mobile app do not submit correctly. I notice this most often with billable vs nonbillable time and mileage entries.

I am a new admin and would like to learn if there is simpler ways to do things or shortcuts, tips and tricks.

Need some advice on how best to clear the VAT control accounts after each quarterly submission.

We would like to manage over Avaza Access rights in Owncloud. Means One task = one directory on Owncloud and user who have access to Avaza Tasks have same access to directories on Owncloud

Sometimes I get nonstop notifications from Replicon which can be a lot.

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Beyond next release.

As above!!!!! Sounds simple? Please help with a solution - see other info on this feedback to put into context. Appreciate your help!

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I need a report that shows where our budgets on projects stand, but can't find one that is suitable. We don't do a lot of task-based projects, so I can't use tasks to track the budget amount. We have a whole contract, say $100k, that we can do all the tasks under. The client doesn't care... Read more

I love using native apps on my phone, I do most of my business-y stuff there. Also consider some kind of forecasting charts. That was the one thing I loved about Microsoft Money back in the day, I could plug in what income I was expecting and it would show me a chart of what that looked like in... Read more

also I should be able to enter a ratio, ie: if I know that 1 PM hour creates 2 drafting hours and 1.5 design hours, then the ratio 1:2:1.5 is a real representation of how a team functions. given this I should be able to apply it to a phase and for BT to auto generate max permissible hours per... Read more

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Our current make-shift method is to use an estimate to create the PO for the vendor. It's not clean b/c it presents to the vendor as a estimate instead of a PO but we just type PURCHASE ORDER on the text field

iphone app

If you have an integration is out "out of the box" or did it require customizations. Do you pull in both Revenue and AR activity? How is the reconciliation done?

I would prefer recipients of invoices to be forced to click the 'View Invoice' tab in the email notification.

Task was accidentally billed twice (Fixed Fee) and customer paid twice. Customer did not respond to request to correct for a month, so new invoices on the project have gone out. Need to show that customer wants us to keep the double billed payment and issue a credit to them for future invoices,

Can you create alerts so when a task is complete it alerts the "lead"?

Can the software be integrated with current systems used at the company for better management?

I am a new admin and would like to learn if there is simpler ways to do things or shortcuts.

To close unused work orders currently you must go into each work order and close it which is time consuming. There is no way to mass-close work orders even though you can mass-release work orders.

I feel I consistently have to adjust our MRR changes on a monthly basis because of kinks

For example sometimes changes are made in the integrated software for invoices that have already been processed in Stampli and the current process is to go into Stampli and replicate those changes. This is in my mind a duplication of work that we would like to eliminate.

Currently the reporting feature does not allow you to pull data from January 2019 and January 2018 in the same report. How can this be resolved within one report?

Please find a way to bulk upload projects and tasks. We have to manually enter several hundred projects every year. It's very time consuming.

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