Setting Up the Financials

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Tenrox efficiently streamlines and automates business processes in an organization to accurately track organization actuals. The Financial setup page is used to apply defined cost and billing rules to time, expense and charge entries. The Financial module converts time entries into monetary values based on the rules and associations specified by the administrator, as well as allows users to set up the Revenue Recognition Policies and WIP Accruals.


The following image map displays the phases for setting up the financials. Click a phase to display its corresponding  page.


See Also:

        Financials Setup: Workflow Process

        Financials Setup: Setting Up the Global Settings

        Financials Setup: Setting Up Revenue Recognition Policies

        Financials Setup: Setting Up Currency

        Financials Setup: Setting Up Payroll Batches

        Financials Setup: Creating Tax Rules and Tax Groups

        Financials Setup: Configuring Export Options between Tenrox and Accounting Systems

        Financials Setup: Setting Up Chart of Accounts

        Financials Setup: Setting Up WIP Accrual Batches

        Financials Setup: Setting Up and Viewing WIP Accrual Batches

        Financials Setup: Selecting Projects and Defaults in WIP Accrual Batch Manager

        Financials Setup: Exporting WIP Accrual Batches to Great Plains

        Financials Setup: Revenue Recognition Defaults

        Financials Setup: Revenue Recognition Rule Types

        Financials Setup: Cost and Billing Rules

        Financials Setup: Mass Cost and Billing Rule Association

        Financials Setup: Cost Rules: Regular Hourly

        Financials Setup: Cost Rules: Regular Daily

        Financials Setup: Cost Rules: Fixed Time Rule

        Financials Setup: Recurring Rate Rules

        Financials Setup: Split Billing

        Financials Setup: Setting Up Milestone Billing

        Financials Setup: Example of Milestone Billing

        Financials Setup: Milestone History

        Financials Setup: Viewing Money Charge Entries

        Financials Setup: Propagating Allocation Percentage

        Financials Setup: Fixed Price with Average Rate Rule

        Financials Setup: Percent Complete Rule

        Financials Setup: Time and Materials Rule

        Financials Setup: Pro-rated Versus Flat Charge Cost Rules

        Financials Setup: Recurring Billing Plan: Example

        Financials Setup: Scopes for Cost and Billing

        Financials Setup: Rate Preference Rule

        Financials Setup: Using Weight Rule to Determine Precedence

        Financials Setup: Using Rate Precedence Rule Chart to Determine Precedence

        Financials Setup: Associating Cost and Billing Rules to OBS

        Financials Setup: Associating Cost Rules to WBS

        Financials Setup: Associating Billing Rules to WBS

        Financials Setup: Deleting Cost and Billing Rules

        Financials Setup: Setting Up Currency Exchange Rates and Automation

        Financials Setup: Invoice Workflows

        Financials Setup: Money Charges Setup

        Financials Setup: Associating Accounts and Pay Codes to Money Charges

        Financials Setup: Associating Project POs to Projects

        Financials Setup: Changing the State of an Invoice

        Financials Setup: Setting Company and Payroll Parameters

        Financials Setup: Setting Pre-Billing Invoice Approval

        Financials Setup: Automating the Generation of Invoices in Invoice Batches

        Financials Setup: Making Adjustments to Billable Time Entries

        Financials Setup: Modifying Invoices

        Financials Setup: Verifying the Projects of Invoices

        Financials Setup: Including Projects in Invoices

        Financials Setup: Adding Notes for Rejected Invoices

        Financials Setup: Importing a Project Budget into Tenrox

        Financials Setup: Modifying the Billing Milestone Fields for a Project

        Financials Setup: Editing Resources and Rate Associations for Resources

        Financials Setup: Generating Payrolls