Hi there,
I'm looking into moving my business across to Dynamics and I haven't been able to find a method of progress invoicing from a budget.
We are an professional services engineering firm where we competitively tender projects and invoice monthly based on progress.
Everything I've seen around invoicing seems to be on a "charge up" or "time and expense" basis which is not how our industry works.
Obviously being able to report budget vs actual is vitally important for our business. But regardless we have to bill based on the quoted budgets.
If the above is possible, my second question to that is: is there a way to cap the amount you can bill against each item (in our case an "item" would be a design phase) to prevent users from being able to over claim against a budget. While I like to think our people are thorough in there invoicing, mistake do happen and I'd prefer to be safe than look like an idiot.
Thanks in advance!
