Evaluation: Unfinished services - more options
revision
Arne Semmler
revision
Benedikt Voigt
complete
Benedikt Voigt
in progress
Arne Semmler
planned
Arne Semmler
Merged in a post:
Office evaluations: Partial services
Arne Semmler
For the balance sheet, all accounting companies must report the partially completed benefits at the end of the year. In principle, a project maintained at all costs already has most of the data required for this in stock.
Basically, it is a question of how many goods (i.e. services in this case) are in the “warehouse” at the end of the financial year (often 31.12.), i.e. produced but not yet sold (invoiced).
Our customers are currently using quite different methods to evaluate this “in-stock”, pre-produced but not yet invoiced service.
Among other things, there are methods to recalculate these values from invoices accrued in the following months of the next fiscal year. Alternatively, this is determined on the basis of performance levels at the end of the fiscal year - but this also requires that the performance levels be properly maintained at this point in time. Another clue is the working hours already booked for a service but not yet billed - which, however, do not necessarily reflect the “market value” of the service.
The problem appears to be that the value and level of performance of services is more difficult to assess than the value of manufactured production items.
We would be happy to receive your feedback on what you think an evaluation of the completed services in projo should look like, because we would like to implement such a feature. So far, everyone is telling us something different about what would be right...
Can you send us your examples? We would then want to discuss it anonymously in a user group...
Arne Semmler
The columns from the “Partially completed services” report should be available in the project list with exactly the same name.
Benedikt Voigt
Arne Semmler After a first draft, Tobias has identified some outstanding issues. Since we also want to make some time-consuming performance improvements, his suggestion is to postpone the issue until summer. What do you mean? The open points are:
- All contracts should be shown without a final invoice, regardless of whether they were booked in the current year. If necessary, you still have to mark invoices as final invoices for old years
- The overhead cost factor must be calculated differently: certain cost categories must be removed, i.e. a check mark is required for each cost category. And certain costs should also be excluded from personnel.
- For individual invoices, only the costs from the last individual invoice apply.
- Years should be better displayed as columns (actually only the last 2 years are relevant)
Arne Semmler
It could possibly be more flexible to simply implement the required columns and filters in the project list and provide a predefined office-wide list of “partial-ready services” for all PROJO users, which each user can then configure themselves within certain limits. Perhaps this instead of a “rigid” list under office evaluations?
Also compare the following “column requests”, which have already been requested with a view to, among other things, the determination of partially completed services: