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5 docs tagged with "retention"

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Invoicing

What this page is — How a finished (or running) stage — or an achieved contract line (a priced milestone) — becomes an invoice in Orbit Books, and the bills that go to the contractors who did the work.

Retention advice

What this page is — the capability that works out how long a document must legally be kept, and

Retention and legal holds

What this page is — every legal hold in force, and every document currently under retention or hold,

Value and the contract

What this page is — How a customer contract that is priced by milestone becomes traceable money on the plan: the amount on each Milestone, the share each contributing task carries, and the Value tab that reads it all back.