OneDesk for professional services Finance Work Management
How does OneDesk help my Finance team?
Handle Client Billing, Project Costs, and Firm Finances
Manage Client Invoice Queries and Billing Task Tickets
Professional services finance gets queries about project billing, consultant expenses, or client invoices. Track these inquiries as tickets in OneDesk via email or portal. Create custom views for billing disputes vs. expense questions. Set SLAs for resolving client billing issues. Report on finance support volume.
Clients View Project Billing Easily via Portal
Track tasks related to project accounting for professional services, like time-sheet chasing, project invoicing, and profitability analysis. Use subtasks for generating draft invoices, getting PM approval, and sending to clients. Set dependencies linking approved timesheets to invoicing. Schedule billing cycles.
Ensure Accurate Time for Client Invoices
Finance teams in professional services rely on accurate timesheet data for project invoicing and profitability analysis. Review and approve timesheets submitted via OneDesk. Generate invoices based on logged billable hours. Analyze project and client profitability using time data.
Handle Tasks for Client Billing and Project Costs
Automate professional services invoicing and project accounting. Use workflows to automatically generate draft invoices based on approved timesheets and expenses. Route invoices for Project Manager approval. Trigger notifications for overdue client payments.
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