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Your Rate Card Changed. Your Billing Rules Didn’t

Rate card and billing rules with arrows showing autmatic sync

How Two SuiteProjects Pro Scripts Keep Your Rates in Sync—Automatically It happens the same way every year. Rates go up. Finance updates the rate card in SuiteProjects Pro. Someone marks it done and moves on. And then, quietly, the billing rules keep running on last year’s rates because nobody told them anything had changed. For…

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Effective Utilization Reporting in SuiteProjects Pro

Are you struggling to get meaningful utilization data out of SuiteProjects Pro? In our latest Power-Up Series video, Ronn Breaux, CEO of Top Step, shares the tips and tricks his team uses every day when helping professional services organizations build accurate, on-demand utilization reports. Because every organization defines utilization differently, this session is packed with…

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The Power of SuiteProjects Pro and NetSuite

In our latest Power Up Series video, we explore how SuiteProjects Pro and NetSuite work together to give both your finance and professional services teams exactly what they need without making either side compromise. Here are the highlights: Data stays in sync across both systems — clients, users, projects, and transactions all kept consistent, with…

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Top Step Partners with Celigo to Build Connected NetSuite Ecosystems for PSOs

We’re excited to announce that Top Step has partnered with Celigo, a leading enterprise integration platform as a service (iPaaS) provider, to help Professional Services Organizations build fully connected NetSuite ecosystems. For most PSOs, the NetSuite decision is clear. SuiteProjects Pro manages projects, resources, time, and billing. NetSuite Financials handles the numbers. Together they form…

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