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Billing parity: approvals, cost, and invoices that hold

Billing has to hold up to how a firm really tracks, approves, and bills time. Approval is now manager-scoped, cost-per-hour comes from real compensation so margin is true, and the rate is frozen at the moment of approval so a later change never rewrites a bill. The reports are the ones firms actually run, invoices carry real line items, and personal-tax work routes to TaxDome while corp and finance stay on QuickBooks. Compensation stays visible to admins only.

Approve time the way a firm does

Only the right manager approves, and nothing bills until they do.

  • →Time approval is manager-scoped: only the owner's assigned manager approves it, with an admin override so the firm is never blocked, and you can't bill until it's approved.
  • →Submit a whole week at once to the manager's queue.
  • →A rate snapshot at approval freezes the bill rate and the cost rate, so a later rate change never rewrites an approved bill.

Real cost, real margin, real reports

Margin comes from actual compensation, and the report set is the one firms run.

  • →Cost-per-hour is built from real compensation (salary, bonus, benefits, and employer taxes over available hours) and drives margin, with compensation visible to admins only.
  • →Reports cover Project Details, Margin by client as a monthly time-series, Realization, and Utilization that is PTO-aware and split per team by onshore and offshore.
  • →A portfolio drill-down goes by person and task, and offshore overtime is accounted for.

Invoices that don't double-bill

Drafts come from approved time and reserve it, and line items are real.

  • →Draft an invoice from approved time grouped by task, reserved so nothing double-bills, with rate-card discounts applied.
  • →Real invoice line items carry Time-formatting and Expense-formatting panels plus fixed-fee and retainer lines.
  • →Personal-tax invoices route to TaxDome and corp or finance invoices route to QuickBooks.
  • →The full leave taxonomy is non-billable, with per-team work calendars, configurable rounding, and a seeded default task taxonomy.

Fixes & improvements

  • •Time can no longer be billed before its assigned manager approves it.
  • •The rate is frozen at approval, so a later rate change never rewrites an already-approved bill.
  • •Drafting an invoice reserves the approved time, so the same hours can't be billed twice.