Client Billing Workspace

The Client Billing workspace is designed around the “Bill To” Client.

The initial “launch” screen is built as a filter, allowing you to filter, sort, and select a client or specify the particular engagements that you want to work with.

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You can also filter by “draft status.” Maconomy’s billing workflow is configurable, driven by the solution’s advanced approval hierarchy engine. The CPA solution provides a ready-to-run configuration, where the Biller can prepare and submit an invoice draft, while the Client Manager (that is, Partner) can choose to approve or reject the draft, and finally a designated group within the Finance department, or someone in an Admin role, can do the printing of the invoice.