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Track, Approve & Invoice
Track, Approve & Invoice modules drive the speed, accuracy, and completeness of automated processes. Included in the functionality is the ability to set appropriate routing and approvals based on client agreements and your workflow rules. Actual and Work-in-Progress hours are tracked against invoiced hours, exception write-up or write-down is supported and numerous types of billing arrangements are possible, from fixed- or custom-fee to block time agreements.
 Client invoicing is at the level of detail demanded by even the most discriminating of clients and time/expense/invoice approvals are customizable based on your company standards. Service response and resolution tracking assures that no detail falls through the cracks and that all issues are handled in an expedited and client-appropriate manner, while utilization and realization tools make every billable employee a profit-center for your company. Finally, the capture of all information enables you to learn what works best, develop rules around those processes and implement them for continually improving performance and profitability.
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See the other ConnectWise PSA sections
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