Several customers requested reports on customer invoice revenue based on the employee’s department as opposed to the project’s department, to more accurately reflect revenue by source when employees are borrowed from one practice or department to work on another. Based on our experience of this and the need to report revenue based on the product or service’s department we have added two new configuration options to the billing method as follows:

• Revenue based on employee – this means that the department in each invoice line item comes from the employee in preference to the project’s department. Include employee or employee dept. in the invoice summarization criteria for this to report correctly
• Revenue based on product – this means that the department in each invoice line item comes from the product’s department when available. In either case if there is no employee or product department then the project’s department is used