Effective Time Billing Practices in SuiteProjects Pro
In our recent Power Up Series video, we explored best practices for implementing billing rules in SuiteProjects Pro. Some key takeaways:
- The importance of multi-currency support and date ranges for managing rates across different periods
- Using rate cards effectively to standardize billing across job codes and roles
- Leveraging the flexibility of task-based billing assignments for unique scenarios
- Considerations around user assignments, job code overrides, and service-based billing options
If you haven't had the opportunity to watch, here is the link. In less than 15 minutes you can get the inside tips and for implementing billing rules in NetSuite SuiteProjects Pro.
Frequently Asked Questions
Can you have multiple time billing rules on the same project?
Yes, you can layer time billing rules to accommodate billing caps or projects with time and fixed billing phases.
What are the 4 different ways that you can set hourly rates within time billing rules?
Services, users (default rate from user or task), rate cards, and job codes.
What are the two different cap options?
There is a cap option to set the time billing rule to limit billing amounts. The time period cap allows for caps per period (i.e. monthly caps).
Should you set a "charge description" on time billing rules?
If you set the charge description, it will override the description entered on the time entry.
