Manufacturing, services & projects — found from sitemap — Holded

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Facts read from this source

• Project billing contact requirement Report an error

  “In case there is no contact assigned to the project, you will first need to assign it in order to access the rest of the options that will allow you to invoice your project in Holded.”

• Project specific billing config priority Report an error

  “each project allows a specific configuration in invoicing, cost forecast and categories, which will have priority over the general configuration.”

• Hourly rate methods Report an error

  “Flat rate: this will be a total rate and will not take into account the hourly log. Project hourly rate: fixed hourly rate that automatically calculates the billing price when users log their work hours. Hourly rate per member: when recording working hours, billing is automatically calculated according to the hourly rate assigned to each member. Hourly rate per billing category: set a rate for each category so that the billing is calculated according to the hours registered per category.”

• Budget methods Report an error

  “Total cost per member: add a limit budget for each member that will be completed according to the hours registered. Total cost per billing category: the total budget and cost/hour option will be activated in the Billing categories section according to each category. Total project hours: establishes a maximum total amount of hours to be registered in the project. Hours per billing category: the budget (hours) and cost/hour option will be activated in the Billing categories section. You will be able to modify this value to set a limit of billable hours per category. Hours per member: the budget (hours) and cost per hour option will be activated in the Members configuration section.”

• Related document types Report an error

  “Invoice: it will compute as a revenue in the project total. Purchase: it will count as an expense in the project total. Sales order: it will not count as income in the project until it is invoiced. Purchase order: will not count as an expense in the project until it is invoiced. Budget: it is a document without validity, it will not be counted as income until it is invoiced.”

• Project quote creation Report an error

  “With this option you can generate a quotation directly from the project you are working on, so you only have to review it and save the document”

• Time log methods Report an error

  “Default time fractions: 0h 15m, 0h 30m, 1h 00m. If you click several times on one of these fractions, the time spent on the task will be added up (three clicks on the fraction 1h 00m will record 3 hours on the task). FROM - TO options: indicate the time range and the corresponding day. Using the stopwatch: when you click on the recording button, the time spent on the task will be recorded naturally until you decide to stop it by clicking on the same button again.”

• Project amount invoicing Report an error

  “Holded offers you the possibility to generate invoices for the amount of the projects you have carried out”

• Project profitability metrics Report an error

  “Sales: corresponds to the accumulated amount of sales invoices assigned to the project in question. Expected sales: takes into account budgets and sales orders pending invoicing + expected and unrecorded hourly revenue. Expenses: corresponds to the amount of purchase invoices assigned to the project. Expected expenses: this is the amount of purchase orders to be invoiced. Time costs: calculated by multiplying the approved recorded hours by the cost per hour assigned to the team member or category. Expected time costs: these are the costs related to time records pending allocation. Profit: is calculated as follows: Sales - Expenses - Time costs. Expected profit: it is calculated as follows: Current profit + Expected sales - Expected costs - Expected registration costs.”

Scores citing this record

• The Online Retailer Manufacturing, services & projects
• The Online Retailer Manufacturing, services & projects
• The Online Retailer European sovereignty
• The Head of Finance Manufacturing, services & projects
• The Head of Finance Manufacturing, services & projects
• The IT Integrator Manufacturing, services & projects
• The IT Integrator Purchasing, inventory & order processing
• The IT Integrator Manufacturing, services & projects
• The IT Integrator European sovereignty
• The Managing Director Manufacturing, services & projects
• The Managing Director Manufacturing, services & projects
• The Operations Lead Manufacturing, services & projects
• The Operations Lead Manufacturing, services & projects
• The Skeptic Manufacturing, services & projects
• The Skeptic Purchasing, inventory & order processing
• The Skeptic Manufacturing, services & projects
• The Skeptic Integration, API & data portability