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AdminPulse integration - processing "Billing to"

For whom.

All offices with an AdminPulse integration

What.

The "Billing to" value from AdminPulse is not currently available through the API. Once this data does become accessible, the following dashboard enhancements can be implemented:

1. Budget monitoring.

Extended budget consumption calculation.

  • Currently budget consumption is only calculated based on direct registrations on the relationship to the budget

  • With "Billing to" functionality, registrations from linked relationships can also be included

  • This results in a complete overview of the actual budget usage, including work performed via other relations but invoiced on the same budget

2. Profitability monitoring

Centralized billing analysis

  • Registrations are always logged on individual relationships, but billing can be centralized through the "Billing to" relationship

  • The system will be able to group and analyze registrations based on the actual billing relationship

  • This will give a more accurate picture of the actual profitability per billing relationship

3. Data quality

Improvement of billing schedule verification

  • The system will check if a relationship is linked to a "Billing to" relationship.

  • When this link exists, the error message "Billing schema missing" will not be displayed

  • This prevents false positives for relationships billed through another relationship

Status: Completed

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