CRM
The status of a project that is complete
What is inactive?
This star icon lets users quickly access frequently used modules and reports
What are Favorites?
A visual display of key data and metrics
What is a dashboard?
A record used to log hours worked by employees
What is a timesheet?
This is the record of money owed by a client for services performed
What is an Invoice?
This acronym refers to the hierarchical structure used to break a project into phase and tasks
What is Work Breakdown Structure (WBS)?
A central workspace like Projects or Firms where records are managed
What is a Hub?
A measurable value used to track performance
What is a KPI?
A record used to log reimbursable or billable costs
What is an expense report?
This process applies client payments to outstanding invoices
What is Cash Receipt Application?
This term refers to the recurring schedule that determines when invoices are processed and payments are issued or received
What is a Payment Cycle?
This control allows users to switch between entities
What is the Entity Selector?
A method used to refine report results by criteria like date or project
What is filtering?
The typical frequency for submitting time in most organizations
What is weekly (timesheet submission)?
This type of adjustment corrects or modifies previously posted financial entries
What is a Journal Entry?
A company or organization in the system
What is a Firm?
This control allows users to switch between accounting periods
What is the Period Selector?
This feature lets users quickly access commonly used reports by marking them with a star for easy retrieval from the reporting menu
What are Favorite Reports?
The process that occurs after time is submitted, involving workflow and validation
What is the approval workflow?
This transaction status indicates it has been entered but not yet finalized for billing or posting
What is Pending/Unposted Transaction?
The stage a project is at before Closed - Won
What is 3B - Awarded, Not Booked
The panel that allows users to move between hubs and features
What is the Navigation pane?
This capability allows users to modify report layouts, add or remove fields, and adjust filters to meet specific business needs without changing the underlying data
What is Report Customization?
The roles typically responsible for reviewing and approving submissions
Who are managers or supervisors?
This transaction reduces the amount a client owes due to an error, discount, or credit agreement
What is a Credit Memo?