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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Write Up/Down Options Features and Functions

Supports Multiple Write Up/Down Options: As an invoice is being prepared, users will need to manipulate the actual data in order to produce the final billing information. In many cases hours or costs or billing rates will need to be modified to fit the actual circumstances. This process needs to become part of the job/project history and therefore the system should support write ups and write downs and also track them for historical review.

  • Insert with note attached

  • Automatic adjustment of hours

  • Automatic adjustment of dollars

  • Manual override of automatic adjustments

  • Entirely manual

  • Include write up/down on invoice

  • Print only net figures on invoice

Job Invoicing Features and Functions
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