Every engagement tracked as its own file.
Cost files keep each client matter separate, with purchases and sales tagged to the engagement they belong to — and an account manager assigned to follow it.
What's covered
Built around what this actually takes
Cost files per engagement
Job and matter files that purchases and sales get tagged to, searchable alongside cost centers in one directory.
AP/AR invoicing
Invoices on both sides, with document numbering, tax codes, and aging — not a spreadsheet tracking who owes what.
An account manager per client
Assign an internal expert to each customer or vendor, so every relationship has an owner.
Multi-currency billing
Bill and collect in the currency the engagement was quoted in, converted consistently against your base currency.