• Baker Tilly Flexible Project Billing

    Project billing flexibility to invoice clients the way it makes sense for your business.

  • Billing flexibility lets you invoice customers the way it makes sense for your business. If you need invoicing automation or require extensive pricing flexibility, there’s a better way. With Baker Tilly's Flexible Project Billing for Sage Intacct, you simply create a pricing template with multiple lines that includes any combination of labor rates, materials costs, or other billable expenses. Your billing is a breeze with our built-in Pre-Bill Report letting you see what’s out there available to bill. And your customer's will appreciate the clarity and detail in your invoices.

    Key Benefits:

    Quickly Create a Project Price List

    • Create or import your Project Price List once and save it so you can apply it multiple times. Your Project Price List can include any combination of pricing models or UOMs, including by day, by shift, by hour, consumables, and AP expenses. And you can create your own unique UOMs. Easily add any number of markup percentages to applicable items or item groups. Configure straight time and overtime rates, and define a “shift” or hours per “day.” Specific employees can have their own rate. You can also configure a retainage percentage.

    Easily Assign Multi-Line Pricing to Multiple Projects 

    • Assign your new Project Price List to an existing or new Project by simply selecting from a list. And if you have multiple child projects under a parent project, just assign the Project Price List at the parent level and it will automatically be applied to any existing or new child projects. You can then opt to invoice at the parent project level and automatically include all or selected child projects. 

    Efficiently Find and Review What’s Available to Bill

    • With a built-in Pre-Bill Report, you can quickly see what’s out there to be billed including billable A/P purchases, expense reports, and timesheets. It’s easy to filter the list by Customer, Project, Project Type, or Project Manager, just to name a few. Approved time entries are included by default, but you can choose to include drafted, submitted, and declined time in your Pre-Bill Report. Filter your date range easily, or use an “As of” date limiter.

    Seamlessly Generate Detailed and Itemized Invoices

    • It’s easy to generate invoices for all your Projects, or selected Projects or Customers, in just a few clicks. AcctTwo Flexible Project Billing examines information in your staging invoice and intelligently applies your Project Price List data to produce a detailed invoice. Your client will be able to see labor by cost by day separated from consumables and materials, as well as other billable, miscellaneous expenses. The system automatically pulls in additional source transaction data to the final Sales Invoice so your clients can see Transaction Date, Vendor Bill Number, Markup Amounts, and more. And invoices have extensive formatting capabilities for you to customize to suit your unique needs.

    System Requirements:
    Sage Intacct Project Billing Module

    $6,000/year, $4,000 implementation fee

    Integration Approved Countries:
    United States;


    Baker Tilly recently acquired AcctTwo, Sage Intacct's top partner. The combined firm is focused on delivering the future of finance and accounting to our customers. Baker Tilly has three main solutions for the midmarket – Cloud-based Accounting Software, Client Accounting Services, and Software Development, all built around Sage Intacct’s best-in-class financial applications. Our dedicated team of over 100 people has helped more than 1,000 organizations optimize finance and accounting through software implementations, accounting outsourcing, and consulting. The practice has been recognized by Sage Intacct as its Partner of the Year from 2014 – 2020 and by our customers as a leader in overall satisfaction and popularity through their reviews on G2 Crowd.

    Phone: (713) 744-8403
    Website: http://www.bakertilly.com/accttwo
    Year Founded: 1931
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