What's New - June 10, 2024

Reminder: Update Employee records

Keep your Employee records in Accountability up-to-date as a cybersecurity measure. In addition to restricting employee access, remember to assign an End Date to terminated employees. 

Populate invoice with cost line description

What is it? 

When generating an invoice for supplier costs and the "Create a line for each cost on invoice" option is checked, the system will use the cost line item description instead of the Task Type description. 

Why does it matter? 

This gives clients visibility into the actual source of the data. For interoffice billing, this provides the receiving team insight into the actual costs being billed back to their office. 

How it works

1. On the Client Job Invoice Wizard - Start page, select Invoice from Costs and check the option to Create a line for each cost on invoice?

2. In the example below, instead of displaying the Task Type Name of Legal Costs, the system populates the Description with the supplier invoice line item description of "MSA and SOW Review"