How do billing managers manage timesheets in Polaris?
If you've moved to Polaris from Replicon, you've probably noticed that Polaris doesn't include a Billing side menu.
Refer to TimeBill Plus features that aren't available in Polaris for more information on differences between Polaris and Replicon.
Accessing billing features in Polaris
Billing managers can view billing data using the Financials > Billing & Invoicing tab.
They can create bills (or invoices) from the Available to Bill tab.
Some cost data is available on the Financials > Overview page, though cost managers can find more data in reports.
Can billing managers manage timesheets?
Billing managers cannot directly manage (e.g. edit, delete) timesheets in Polaris; only approvers, supervisors, and cost managers can be allowed to manage timesheets.
Speak to your Customer Success manager if billing managers need direct access to manage timesheets.
About the billing in reports in Polaris
If you're looking for billing information in reports, all of the Replicon billing (and costing) reports are available in Polaris, plus Polaris offers these additional reports:
- Billing Details
- Bill Plan Details
- Revenue, Cost, and Resource Summary