Smartbills records the phase with the project on every cost and checks consultant invoices against what was agreed.
Project and phase chosen when the cost is captured
Each cost is assigned a project and the phase it belongs to, and the person who incurred it marks it reimbursable or not at the same time.
- Project and phase picked from a list
- Reimbursable flagged at capture
- Receipt attached to the line you'll bill
Consultant invoices checked before they reach your client
Sub-consultant invoices are matched against the order that engaged them, and a change in rate or scope is flagged before it goes out on your invoice.
- Matched against the engagement before approval
- Variances called out for someone to review
- Approval chain kept on the record
Why teams switch
Costs land on the project but not on the phase.
Reimbursables get coded to the project but not to a phase, and by invoice time nobody knows which phase should carry them.
Project and phase are both recorded when the cost is incurred. Each reimbursable lands on the invoice for its own phase.
Sub-consultant invoices get approved and passed through to the client without anyone checking them against the agreement.
Each sub-consultant invoice is matched against the order that engaged them before it's approved, which catches a changed rate or scope before the client sees it.
A phase runs over its fee and we only find out when we go to bill it.
Cost against fee updates by phase as the work goes on. You see a phase heading over budget while there's still time to talk to the client about it.
The products that do the work.
Each product works on its own, and when you run two, the same record carries from the receipt to the ledger entry.
FAQ
Frequently asked questions
What people ask us before they sign up.
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Bill the reimbursables you're already paying for
Track one phase with project and phase coding, and see how much more reaches the invoice.