Since in most companies, billing and invoicing occurs within an existing finance system, billing has been removed from PM3time except in so far as billing and invoicing information can be extracted via reports for import into systems such as Xero. There are three reports that are designed for this, and they are editable Excel files which can be manually modified for loading into other Financial systems.
The three new exports are as follows, they can be run from the Reports page. iv. Xero Export – Billing – Expenses: Supplier expenses – entries which you must pay
- Xero Export – Billing – Time: Supplier billed time – entries which you must pay
- Xero Export – Sales – Time + Expenses: billed time and expenses for which you invoice which your Customers must pay.
