Our Sales & Marketing department is asking us to either find or develop in-house a Billing & Invoice Management system. One researcher into these requirements has suggested NAV. I believe CRM might be a good fit. We already use Dynamics GP 2010 extensively.
Here is a brief digest of the requirements…
Goals
- To have a central place where all information pertinent to contracts, billing, and
invoice of our clients can be maintained.
- To track history of changes in contracts and/or bill items
- To facilitate more accurate bills by providing such items as check-lists that can
ensure that no steps in the billing process are inadvertently missed
- Maintain Client Information
Information needs to be stored for each client such as ID, Client name, Company contact liaison, Bond(s) are applicable to the client. All items are linked to the Client, thus the Client is the center of the data being tracked.
- Maintain Pricing items
Pricing items are those items the client has agreed as billable items. They are grouped into categories (or services) that help define the type of item that is being billed. Some are monthly, while others are annual.
- Maintain Contract Terms
Each contract with a client can have slightly different meanings for common terms such as account or loan. The app must have a place to store such contract terms at the client level.
- Maintain Special Events
Special events or projects are considered one-time activities that occur for a given client. They may or may not have a charge associated with them.
- Track issues
Track issues that occur for a client, so the information is available when researching the client or bills. A history of issues and resolutions is easily available.
- Client Level Reporting
- Global Reports (across multiple clients or issues)
Suggestions, Discussion?
