Prevent Invoicing and Revenue Recognition on a Per-Project Basis

Often times, companies may create projects and have users begin work on a project before there is a signed contract. In addition to having users log time and expenses to the project, accurate billing and revenue forecasting is necessary for these types of projects. However, since these projects are considered to be at risk projects, invoicing, revenue recognition transaction, and revenue container creation should be prohibited for these projects.

SuiteProjects Pro enables you to designate specific projects that should prevent invoicing and revenue recognition creation. If a project has the option enabled on the project properties form, users will not be able to create invoices, revenue recognition transactions or revenue containers for that project until that option has been disabled. However, billing rules, revenue recognition rules, charge and revenue projections, project billing transactions, and charges can be created for the project.

To enable this feature, contact SuiteProjects Pro Support.