Project Type: System Module Development
Our client has its own customers all around the world and therefore required powerful and versatile Invoicing system to create and send invoices split by many different parameters such as SOW, Projects, Tasks, Employees, etc. A matter of high importance was the creation of invoices for fixed-cost projects, which was not adapted for regular use with standard module.
Another challenge was to provide a dynamic sales rate calculation in invoices for each particular employee. Apart from that, our client required an option of invoices’ manual editing at any stage of invoice generation.
Original invoicing module supplied by Acumatica at the time had not provided required features, therefore Sprinterra was requested to create customized invoicing module.
A custom Invoicing module had been built by Sprinterra and integrated with existing Acumatica Projects and Account Receivables Modules. New functionality helps our client accounting department to split and combine invoices by client’s, SOWs, departments and cost centers, which was high on the client’ wish list.
Another added feature is the ability to create project and location specific formats for invoices, based on clients’ country of origin.
Advanced Project Invoicing module eliminated manual interventions required for invoicing. New invoicing module straighten corresponding workflows and simplified dynamic sales rates calculations, merging info from different cost centers, invoice formatting and other aspects involved in the process. Simply put: ability to generate, edit, preview and send invoices directly from Acumatica made the process straight and clean.