It would be nice if we could assign an AR Partner or Manager to a client. Currently there is the Client P/M, Service P/M and Job P/M, but for clients with multiple services, but only one Partner or Manager bills for all (but may not be the Client level partner or manager) there isn't a Portfolio view where they can see everything. (i.e. dual advisory and tax client, advisory partner is client level partner but the tax partner bills everything for this client. As is, the tax partner can view where he is the service partner, but if there is no tax WIP, he doesn't know that there is advisory WIP to bill.) I hope that makes sense.
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6 comments
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Scott Collier Would using the Credit Controller on the AR Collection tab of client details work?
We determined long ago that the client partner is the collection person. If a bill gets past due, the client partner might reach out directly to the client, or might ask the Partner that oversaw the the work to reach out to the client. But it ultimately is the client partner's responsibility-or to delegate as the situation happens.
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Michelle Harris We are planning to introduce a Job Biller in the new version of billing. If you had portfolios by job biller would that cater for your requirements?
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Stacy Mendenhall Hi Michelle - I believe that would help tremendously! Thank you.
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Michelle Harris Planned as part of billing rewrite
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Michelle Harris Job Biller is an available option in the Job Billing details in 9.7 and the Billing portfolio views can be seen by Biller
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Stacy Mendenhall Thanks Michelle!
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