1. Release 3.7 Overview Vendor Invoicing Daily Billing Allocated Revenue
Configuration Changes
Conference bridge: (319) , access code
28 September, 2006

2. Vendor Invoicing Scenario
Resource needs to be reimbursed (e.g., out-of-pocket expenses for meals)
Company paid for costs directly (e.g., airline tickets paid for by corporate AmEx)
No explicit costs were incurred (e.g., charge of 10¢ per photocopy to offset Xerox service plan)
Version 3.6 Version 3.7
Expense Reports Expense Reports
Cost Entry Vendor Invoices
Cost Entry Cost Entry
Only certain costs need to be entered into Projector:
If costs should impact project profitability
If costs need to be billed out to clients
New vendor invoicing module permits:
Entry of vendors under Administration > Job Accounting
Entry vendor invoices under Time and Expense > Vendor Invoices
Vendor invoices create accounting transactions similar to expense reports:
Accounts payable transactions to get vendors paid
General ledger transactions to route revenue, expenses, and WIP properly

3. Daily Billing
Allows organizations to bill customers on a per-hour or per-day basis
Wherever hourly rates were managed, daily rates and hours per day can also be managed:
Rate cards
Titles
Role-based rate overrides
Invoices are configured to bill either per hour or per day and inherit this setting from:
Clients
Engagements
Invoices configured to bill per day act like hourly invoices except:
A new Adjust for Daily Billing adjustment is available
Rendered invoices show days and daily rates instead of hours and hourly rates

4. Daily Billing Adjustment
Can be executed on one or multiple time cards at once
When executed on multiple time cards, Projector:
Groups time cards by unique date and resource (and ignores task, role, and project)
Adjusts billed days to reflect a whole day or fraction of a day based on what the user specifies
Writes up or down the billing adjusted revenue of the cards based on billed days and daily rates

5. Allocated Revenue
Used to represent revenue managed in and billed from other systems such as product, subscription, maintenance revenue
Can be imported into Projector to allow for profitability analysis
For analytical reporting purposes only:
Affects system revenue, which is used for profitability calculations
Can be allocated to non-billable projects
Does not create any accounting transactions
Revenue is fed in through web service and allocated over existing time cards

6. Configuration Changes
Vendors: vendors need to be created
Rates: daily rates calculated from hourly rates based on 8 hours/day
Clients, engagements: daily billing clients/engagements need to be identified
Permissions
Vendor invoicing permission

7. Contact Information
Projector PSA, Inc. 19 Crosby Drive, Suite 150 Bedford, MA  
Steve Chong, Product Manager (617)
Larry Krakauer, President (617)
Release notes: