ERP
Which system owns each kind of finance record — yours or your accounting system's — and the approved, unbilled work waiting for the ERP to pick up.
What it is
Two tabs about the boundary between Projectri and your accounting system. Ownership decides, per kind of record, whether data flows out to the ERP, in from it, both, or not at all. Billable is the approved, unbilled, rate-carrying work grouped the way an invoice is actually cut — the list the ERP pulls from.
How to get there
This screen has no row in the console rail. Reach it at /<workspace>/admin/finance/erp, or from the Close & ERP tab of Finance setup, which is where connections are created. The ADMIN role is needed to open the console.
- Ownership needs
finance.erp.manage, the same key that creates a connection and runs a sync. - Billable needs
report.financial, because it is a list of money.
No plan gate.
How to use it
Decide who owns what
- Open Ownership. Each connection gets a card listing six record types: Invoices, Payments, Customers, Expenses, Exchange rates and Time off.
- Each has two checkboxes — send to the ERP, and take from the ERP — which resolve to one of four directions: Not synced, To the ERP, *From the ERP, or Both ways*. The direction is printed in words beside the label.
- Syncing at the top of the card counts how many of the six are moving at all.
- Press Save. Only what you changed is sent; Discard drops your edits.
A connection with every record type off is registered, tested, green — and moving nothing. The card says so in words rather than leaving it to a status badge.
See what is waiting to be billed
- Open Billable. The stats are the Total waiting, how many Projects and Lines it spans, and, when there is one, the gap that is Not billable.
- Set As of to a past date to ask what was outstanding then.
- Left out comes first: approved, unbilled entries that carry no rate and so will appear on no invoice and in none of the totals above. It is counted in entries, never in money, because the reason they are excluded is that they carry no amount to sum.
- Below that, one card per project with its client, its total and its lines. A discounted line shows its standard amount struck through.
What it affects
- What the ERP is allowed to overwrite. Switching invoices, expenses or customers to from the ERP makes those records read-only in Projectri. The form warns before you do it: an admin who flips invoices inbound has just taken the invoice editor away from their whole finance team.
- What a billing run can do. A connection that is active and owns invoices is the one a newly issued invoice is offered to on Invoicing.
- WIP. The billable list is the outbound door. The ERP pulls it, decides what to bill, and echoes the time-entry ids back on the invoice line it creates — that echo is what relieves the WIP on the next inbound run.
- Legacy connections. Any record type you have never set here still runs on the connection's coarse "this system is the source of truth for…" flags. Saving only what you changed is what keeps the untouched ones tracking those flags rather than pinning them silently.
On mobile
The ERP screen in the phone app carries both tabs, including the write. The reason is the failure it prevents: a connection that tests green and syncs nothing because every record type resolved to off is discovered by somebody noticing yesterday's invoices never arrived, and that noticing does not happen at a desk. Every rule — direction, what only-what-changed means, the read-only warning — comes from the same shared module the web uses.
Limits and gotchas
- Closed accounting periods reject writes, including from ERP sync. An invoice dated into a closed month is rejected and reported, never silently imported.
- No connector currently has a live outbound invoice client. A workspace whose ERP owns invoices will see an issued invoice stand locally with no push happening; the proposal reports that rather than pretending it was delivered.
- A mixed-currency billable list totals in the workspace reporting currency and names the currencies involved underneath.
- Money on the wire is in minor units. Every figure on both surfaces goes through a formatter — a raw number here would read a hundred times over.
Related
- Finance setup — where a connection is created, and the close calendar the sync respects.
- Invoicing — what Projectri assembles before an ERP ever sees it.
- Financials — the WIP balance this list is the front of.
- Receivables — what an ERP-sourced invoice can and cannot do there.
