Hi, does TEMS allow for recurring regular expenses/fees. I have installed the system but I do not seem to be able to find a way of doing this for example charging a client a retainer of say £50 montly/quartely/anually.
This version does not have this feature. We will consider it in our future version.
For now, I would suggest to enter manually by coping the record for future bill data as appropriate. You may submit and/or approve in advance as well. Application has all chaecks and balances to pick the appropriate records what belongs to the invoice period; also it will block you creating invoice if there is any non-approved records exist for the billing period.
Please note that approval is a non-reversible process. In other words, once approved there is no go-back or blocking the records from going to invoice.
Hope this helps.
Thanks,
Kallol.
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This version does not have this feature. We will consider it in our future version.
For now, I would suggest to enter manually by coping the record for future bill data as appropriate. You may submit and/or approve in advance as well. Application has all chaecks and balances to pick the appropriate records what belongs to the invoice period; also it will block you creating invoice if there is any non-approved records exist for the billing period.
Please note that approval is a non-reversible process. In other words, once approved there is no go-back or blocking the records from going to invoice.
Hope this helps.
Thanks,
Kallol.