Projects, time, and client invoices
A fixed-fee project can look healthy until revisions eat the margin. The proposed view brings project time, invoices, and delivery costs together, with scope changes shown separately from the original estimate.
A useful first workflow
- Choose a reporting period and a named owner for the connection.
- Review the proposed client or team mappings before importing data.
- Keep source totals, imported totals, and unresolved records visible.
- Compare the result with the source system before using it in a client decision.
What the connection should not do
Validate the relationship between projects, clients, invoices, and time entries. Imported hours are evidence of effort, not proof that every hour is billable.
The accounting or payroll platform remains the source of truth. A missing field, expired permission, or incomplete period should be shown as missing—not silently converted to zero. Any future write action would need a separately reviewed permission and an explicit approval step.
From data to a better decision
Use this information to ask whether the team can serve another client sustainably, which services consume too much effort, and whether automation frees time for strategy. Do not call recovered staff hours cash savings unless a real expense falls.
Read the agency margin guide → · Try the savings model →
Implementation reference
FreshBooks platform documentation ↗. Product scope, provider approval, geography, and permissions must be verified during implementation.