Once you’ve completed the Pronto project overview, the next step is the Agresso tab. This is where you’ll input key finance details required for integration with Agresso. The information entered here is sent directly to your external finance system.
Fields may vary by office depending on how your finance team has configured Agresso, but typically you’ll see:
- Agresso Contract Client
The list of invoiceable entities for your agency. Managed and maintained within Agresso. - Project Finance Type
This is for Agresso reporting. Most projects will be Client Billable, but you can also find values such as Admin, Client Non-Billable for pro bono work, or New Business, for example. - Billing Currency
Pulled from Agresso. Options shown depend on which currencies your office has an active price list for. - Agresso Project Manager
Must be an active Pronto user with an Agresso resource match. In some offices, a dummy user may be used if no resources exist in Agresso. If anything’s missing from the dropdowns, contact your Finance Manager.