Globalesm One
Reviewing project time before billing in Globalesm One
A useful time-to-billing workflow gives project leads and finance the same understanding of the work performed.
By Globalesm
A useful time-to-billing workflow gives project leads and finance the same understanding of the work performed. Globalesm One includes project, time, and billing capabilities. Start with one project and agree on the records your team needs to review before billing.
Define the review rules
Decide how people identify the project and the work when recording time. Document who reviews entries, what counts as billable under the agreement, and how corrections are handled. Confirm the steps your team will perform in One and any steps that stay in another system.
Test an ordinary cycle and a correction
Use sample entries for a completed week, a missing entry, and a correction after review. Check whether a project lead can identify the issue and explain the corrected total to finance. Use the configured workflow and confirm the information finance needs is available.
Capture the billing handoff
Document when the billing team considers the record ready and how it follows up on unresolved entries. Decide who owns reconciliation with any external billing or accounting tools. Confirm your configuration and available modules before expanding to more projects.
Put the plan into practice
Tell us about the workflow, environment, and product capabilities you want to evaluate.