Billing Records - Multiple Projects

[MichaelLe]

Does anyone know if its possible to create a billing record for mulitiple projects at the same time? Example - We have a client that has 5 projects that complete during the month. At the month end we then invoice for all those projects. Is there a way to select more than one project at a time (select all the records to include) instead of going thru each project individually? Thanks Michael

[Doug_Den_Hoed__AtAppStore]

Hi Michael. Yes, our Auto Bill solution will generate multiple Billing Records on mass. Regards, Doug

[AdinaPi1]

2 thumbs up for auto-bill. Our team saves 100 hours per year in labor by using this tool (we generate anywhere from 80-220 billing records every 2 weeks) Adina

[MichaelLe]

Doug Does the tool have the ability to select more than one project at a time? Would it be possible to see a demo of it? Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com< T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246

[Doug_Den_Hoed__AtAppStore]

Yes and yes, Michael: let’s continue via doug.denhoed@atappstore.com Regards, Doug