evergreen finance integration

Overview

In this version of empower onboard, integration with evergreen finance is available. The process is that a pending matter can be created on the completion of a task in onboard. This means that the matter can be set up in evergreen with additional detail if required, it can also be used to record pre-sales time on the matter, so the amount of pre-sales time spent on the matter can be tracked. This time cannot be invoiced though as the matter is at a pending status.

On successful completion of the onboard request process the matter is amended from pending status to open. This then allows the matter to progress as normal. Time can now be recorded and invoiced if required.