Topic: Financials

I am seeking votes for the following that has become an issue for us. Where a task has existing hours added to a billed billing record, it would be useful to see a warning appear if the Revenue Type field is later changed from User Hourly to Not Billable. Our current workaround is to run a report to...

Hello! My team has used Workfront for a few years as an internal/shared services marketing team. We support the business units and do not use quotes/invoices. We recently merged with another team that previously used Advantage but as of Jan 1, we are all in Workfront. The new team has external clie...

Hello! My team is currently using Workfront and we are merging with another team that uses Advantage. We will continue in Workfront for all project management but would like to keep Advantage for the financials (generating invoice, billing rates, tracking expenses). Any other agencies that kept Adv...

Hi Everyone,I hope someone can help and make me feel less crazy.  I have templates that our teams use to create projects. In the template, the tasks have "Revenue Type" marked as either "Not Billable" or "Role Hourly". The idea was that they should not be deciding which tasks are billable vs. non ...

I have had an inquiry from a Corporate counterpart wondering if task time can be allocated to Financial buckets such as capital, expense, General Admin? We currently allocate a particular project and its tasks to a company thereby allowing for allocation of time that way, but he wants to be more g...

Hey, I started trying to use the "Expenses" tab to track outgoing payments that are allocated to our projects (e.g. for third party vendors or legal costs). The question I have is how can I report on how these are changing? For example, when I am 4 months into a project is there anyway I can pul...