Get more done, with Kerika

Task Management for Remote Teams

Skip to content
  • KERIKA.COM
  • FEATURES
  • USERS
  • PRICE
  • ABOUT US

We improved our Invoices

October 19, 2020KerikaAccount, BillingKerika

We have improved the invoices generated by Kerika, for both online and offline billing, to include a full listing of the Account Team to make it easier for the finance/purchasing departments of our customers to track changes made to Board Teams and the Account Team.

Here’s an example:

Example of Account Team detail shown on Invoice

For each person who is currently part of the Account Team, Kerika will list their name, email, role and Invited On and Joined Team dates.

Invited On is the date on which someone was added to a Board Team or the Account Team; this is also the date on which one of the Account’s free subscriptions is used up — or the Account Owner is prompted to purchase an additional subscription, if no free subscriptions remain for that Account.

Joined On is the date on which the invitation was actually accepted by the new team member, which, hopefully, is really close to the Invited Team. (Otherwise the Account is wasting days on a used subscription.)

Role is the highest role a person occupies within an Account, across all the boards where the user is part of the team. If a user is a Team Member on some boards and a Visitor on others, that person’s role will be listed as Team Member.

As Kerika gets adopted by large organizations, we were seeing a disconnect between the active users who were making decisions about adding or removing people from their teams, and the finance/purchasing departments within the same organizations who were being asked to approve invoices. This change fixes that disconnect.

About Kerika

Kerika is work management for Lean, Agile and Distributed Teams. View all posts by Kerika →

Post navigation

← Welcoming the Chicago High School of the Arts support@kerika.com is the best way to contact us →

Subscribe to our blog

Get notified when there are new posts
Loading
Proudly powered by WordPress
This website uses cookies to improve your experience. We'll assume you're OK with this, but you can opt-out if you wish.Accept Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

SAVE & ACCEPT