Contracts and subscriptions

Define multiple contracts with customers with simple or complex engagements, deliverables and commercial terms. Store contract attachments.

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Billing

Bill customers based on contract deliverables and executions that have been executed and ready to bill. Print different types of invoices based on the type of deliverables

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Service engagement types

Handles diverse yet unified engagement types across the contract to billing cycle - Project Milestones, Subscription, Usage based, Time & Expense and Professional Services

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Deliverable billing

Record and track multiple billing deliverables for every contract, each of which could be having a different engagement type within the same contract/ subscription

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Service execution tracking

Record and track the start, completion and readiness to bill of each billing deliverable across contracts

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Recurring billing

Auto process recurring billing deliverables. Start and completion at the end of the period. Periods can start on any date and can be defined as - monthly, quarterly or annual

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Usage-based billing

Update deliverables that require usage-based inputs, with configurable units of measure. Upload usage-based values every period based on any configurable billing unit.

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Define Services

Define services for different engagement types for use through the contract to billing cycle

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Pricing

Pricing for services which are defaulted into billing deliverables - standard, tiered or volume-based pricing

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Discounts

Define taxes and discounts applicable for various services

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Global operations

Setup use for global operations across countries, regions, locations, delivery units and currencies

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Customers / Accounts

Define customers and groups, with specific information like priorities and regions attached

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Reports / Views

Views with filters to narrow down on the specific information needed. Exports provided to spreadsheets for further analysis

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Standard Roles

Separate login roles for the application administrator, contracts and billing user and the business operations user. 

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Role-based dashboards

Separate dashboards provided for each standard role. Dashboards provide important alerts and notifications and a way to navigate quickly and in a semi-intelligent way to what matters most for each user

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Application administrator

Application administrator can track subscription details and configure users / roles and important configurations relevant for the subscription like exchange rates and organization models relevant for global operations

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Workflow configuration

Configure custom approval workflows for key processes like contracts and invoices

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Regional configuration

Configure values like pricing, taxes and discounts based on the region applicable

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Permissions and access

Users can be attached to one or more of these roles, with the ability to switch across these roles during usage. Regional access levels can also be configured.

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Analytics

Analytics and reports for analysis of services, regions, receivables and customers

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Financial accounting integration

Integration APIs and export utilities to standard accounting applications

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Integration to project execution systems

Integration APIs and export utilities to standard project execution tracking software

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