Budget Management

Budget Management

Plan, track, and manage your revenue, costs, and profit with the OneDesk.

Set cost and billing rates

Set your cost and billing rates

Set your costs and billing at hourly, fixed, or mixed rates. You can set cost and billing rates by separate rate types and levels. The OneDesk Financials app lets you set your rates at a company level, a project level, by-customer, by-team and more. 

Plan and track your budget

Set your rates then plan and schedule your projects. Your planned billable amounts and costs are calculated automatically. As your team submits billable time, your actuals are calculated automatically, allowing you to easily track, forecast, and manage resources. 

Manage visibility

User-level permissions and roles allow you to manage who can view sensitive or confidential financial information. 

Track time and get paid

OneDesk offers many integration options which allow you to easily invoice customers. Use built-in integrations with apps like QuickBooks or FreshBooks. Your billable timesheets in OneDesk get pushed over to these apps when your team submits time. You can then easily invoice your customers without manually filling in billable time. 

More resources

How to Invoice for Hours Worked

An invoice for hourly work is a payment request based on the number of hours an organization spends working for their client. Invoicing for hours ...
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Manage Your Costs and Billing with OneDesk

Budget monitoring is a key aspect to successful project management. The new financials app in OneDesk allows you to easily estimate, forecast and monitor your ...
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OneDesk’s New Financials Application In-Depth

The new Financials application was released with OneDesk’s December 2021 update and is currently in Beta. This application is for organizations who wish to handle ...
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