In the project structure, a separate tool to move a phase up or down (rather than the grab and drop).ĚP checks to include invoice number (not the bill number).Vendors – tracking COI’s w/60-day advance reminders.ěeing able to modify draft invoices without having to delete and start over.ĝownload GANNT chart into Excel that looks like the chart (not just a list).Ğnabling dependency between phases (not just within phase).Ě tracking method for professional continuing education requirements.Ěn Accounts Payable Widget that shows open invoices that are due within a customized time frame.What improvements would you like to see in Core How CORE will remember where you left off if you leave a screen or log-out (same filters, etc.).ģ. View of information projects are restricted to authorized personnel.Ībility to sort and filter various screens.
It’s truly changed how we operate as a business and made us ten times more efficient in so many different ways. We are looking forward to automating the HR process. We purchased the HR and Accounting modules a couple of months ago and are in the process of implementing our own HR templates.
Not only has the billing process been improved, but we have been able to implement Internal Financial Controls.
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In addition, we were using Word and Excel to generate manual invoices (then converting to PDF). Previously we were using Excel for project management, timesheets, and AR invoicing. Kommentare: We have only been using the software since September 1st.
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