Budgeting & Invoicing

No project management software would be complete without considering the financial side of things. Studio Suite’s Projects, Rates, and Invoices modules work cooperatively to help keep your money organized.

In the Projects module you can track all of a project’s critical financial information:

  • Budgeting (bid/quote)
  • Actual charges and expenses
  • Budget vs. actual reporting
  • Profit and loss per project and per line item

Rates (how much is charged for and individual resource, item or service) are created and held in the Rates module. They can also be created and edited in the Rooms, Equipment, Contacts, or Media Inventory modules. Rates module functionality includes:

  • Rate Creation
  • Rate Cards
  • Default Rate
  • Percent Tax and Percent Discount Rates
  • Detailed Rate record reporting
  • NEW – Double outline
  • NEW – Create Rate Cards for specialized rates
  • NEW – “Child Item” rates allow for different pricing when used within packages

The Invoices module is the final destination for the financial data of a project. Make detailed invoices with a simple click, and then print or email them directly from Studio Suite, or transfer them to QuickBooks®, MYOB, or AccountEdge.

Functionality includes:

  • Create and view quick and detailed invoices
  • Edit individual invoice line items
  • Tax items and discount rates can be included
  • Advance find features make it easy to locate your data
  • Sales tax reporting
  • Sales commission calculator
  • Late fees
  • Send letters and emails
  • QuickBooks compatibility
  • NEW – Exports to QuickBooks Online (PC only).
  • Exports to MYOB
  • Exports to AccountEdge
  • Discount option flexibility increased