Projects Module

Eddie Davis -

The Projects Module is FINSYNC's add-on to the Business Pro plan for powerful, real-time project tasking, invoicing and profitability tracking. 

It makes grouping billable items together for a period of time and tracking margin easy!

Banking

Adds ability to tag an expense bank transaction directly to a project

Income

Adds ability to populate an invoice directly from a project phase

Adds a notification each time you start to invoice a customer who has unbilled project work

Expenses

Adds ability to tag bills to projects

 

Projects

Running P&L for all active projects

Running P&L for each individual project

Running P&L for each phase of a project

Storage for all completed projects

Subdivide projects into phases

Subdivide phases into tasks

Track completion

Track employee notes

Generate invoices directly from projects

Use past projects as templates for new projects

Send estimates

Payroll

Adds task visibility and tracking to Associate's Portal

Adds task visibility and tracking to Time Clock

Reports

Adds project reports

 

Sharing & Permissions

Extra administrative users free (internal and external)

Customizable permissions (no access, view only, add, approve, send, pay, etc.)

Remove access at any time

 

Pricing

$20/business entity. Extra administrative users free. No contract.

 


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