Sunday, January 29, 2017

Papilio Update - Jan '17


Seasons greetings!!!

We have few new updates in Papilio worth mentioning. 

Expenses tracking


Now, you can track/ manage out of pocket expenses in Papilio. Expenses work very similar to the way time sheets work.

It is just a two step process to start working with expenses:

1. Navigate to Admin -> Settings and enable "Expenses"

2. Add desired "Chargeable Expense" and "Non-chargeable Expense" codes/ categories under Admin -> Settings -> Configure Lists

If expenses needs to be approved, assign "Approving Manager" for each user in Papilio. If already defined for time sheets, same manager will have right to approve expenses as well.

Logout of Papilio and login again, after above changes, to effect changes.

Service "Financials"


Estimates, invoices, and reimbursements are grouped under "Financials" of that service. With current change, based on your access rights, you will see new section/ sub-tab called "Financials" for each service.

All information required for billing/ invoicing like actual cost of service, and expenses on providing this service will be along with billing/ invoicing section that helps you do better billing.

As always, please share your feedback on these new features. 

1 comment:

  1. Very helpful feature. Thanks! It would be great if we can get a consolidated financial report as well.

    ReplyDelete