Project To Profit Bundle

Built by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours. Perpetual licence, unlimited users across your organisation and three downloads per file, per purchase.

Choose your type

• Read-only (PDF) branded, print-ready, hand it to users as it comes
• Editable (Word) rebrand it, add your company's screenshots, adapt the wording to your terminology

What's included

• Billing Schedule Setup and Management - Create a Billing Schedule
  
• Billing Schedule Setup and Management - Amend a Billing Schedule
  
• Sales Order Generation - Generate a Sales Order from a Billing Schedule
  
• Invoicing - Post Sales Order Invoices (Manual and Batch)
  
• Inquiries and Review - View Subscription Sales Orders and Set to Delivered
  
• Project Setup and Structure - Create a Project
  
• Project Setup and Structure - Project Stages
  
• Project Setup and Structure - Create a Subproject
  
• Project Expenses - Create and Manage Project Expense Journals
  
• Project Expenses - Bulk Upload Project Expense Journals
  
• Project Journals and Transactions - Create a Project Fee Journal
  
• Project Contracts and Maintenance - Create a Project Contract
  
• Project Contracts and Maintenance - Updating a Project

Prices exclude VAT. Purchase order accepted.