Data entities for matter financial insight

Overview

evergreen 10.0.44 introduces a new set of read-only data entities designed to expose open project invoices and chargeable transactions, including time, fees, expenses, and on-account amounts. These entities make it easier to access essential project financial data for reporting, automation, or integration purposes.

Key benefits

• Improved visibility into Work in Progress (WIP) and unposted project invoices
• External system access: Enables tools such as Power Platform apps or third-party integrations to retrieve real-time financial data for enhanced project oversight
• Data integrity: Transactional information is exposed in read-only format to ensure consistency in the PRODUCT environment

Technical notes

• The new entities are read-only
• They include transactional details related to:
  • Time entries
  • Fees
  • Expenses
  • On-account amounts
  • Open (unposted) project invoices

By surfacing unposted and chargeable data, these entities provide a more complete picture of project financials and help users make informed, proactive decisions.