The steps
- Time recorded against the client, project and task
- Expenses with receipts, against the same work
- Approval by the project manager
- Rates applied from the contract or rate card
- Invoice drafts from approved time and expenses
- Billable and non-billable time kept apart
- Invoices sent and tracked to payment
- Billed and unbilled time in the reports
Where it usually breaks
Late timesheets and manual exports. Hours are logged a week late, exported to a spreadsheet, adjusted and keyed into accounting. Each step loses detail, so invoices go out late and clients query lines nobody can explain.
How Perspectiv connects it
Time and expenses are recorded against the work, not in a separate tool. Approval routes to the right manager, and approved entries flow to billing at the agreed rates. Every invoice line links back to the hours behind it, so a client question takes seconds to answer.
The modules it uses
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Contracts (framework)Coming soon
One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.
- SalesPlanned
Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.
- Accounts receivablePlanned
Client balances and aging, cash application, collections and credit management.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
Questions
Can different clients have different rates?
Yes. Rate cards and client-specific pricing come from Catalog & pricing, and the contract says which applies.
Can people use a timer instead of filling in a timesheet?
Yes. Timers and timesheets both record time against the same work.
When can we use this?
The private beta opens in Q2 2027 with Knowledge hub and CRM, with the framework underneath. The other modules in this process join as they are ready, and each one plugs into the same record.