Bill Progress

You can perform a progress bill (referred to as an “invoice on account” in the CPA solution), and/or perform a WIP bill (that is, final bill).

You can do all of this within a single view in Maconomy, the Invoice Selection window. This window shows the Bill-to Client, the Client’s Engagements in a table format, and the WIP that is associated with each engagement. The solution shows two levels of WIP, a summary level (that is, time versus expenses) and the detailed level. You have the option to bill WIP at each of these levels: Client, Engagement, WIP, or Detailed WIP.

The following figure shows the Client and Engagement level, where you can enter the WIP or Progress amount to bill, at either level.

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The next figure shows how you can quickly expand the right-hand assistant panel to view the WIP and WIP Detail that are related to a particular Engagement. You can choose the WIP to bill at either of these levels, too. You can bill at all three levels within the same billing workflow.

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