• WC+A
• Industry: Creative & Design
• Employees: 50
• Location: Los Angeles

Before and After Scoro

Before Scoro, WC+A was using a range of systems to run its daily operations:

• Google Suite for project management
• T-sheets for time tracking
• Spreadsheets for reporting
• Quickbooks for accounting

This meant that project management, time tracking, and billing lived in different systems, which created considerable friction. 

In 2022, WC+A decided to transition to Scoro to optimize their processes. In a nutshell, this is what they were able to achieve:

Data & Visibility

Before: Inconsistent and incomplete time-tracking

Employees were reluctant to track time at WC+A. They struggled to understand the value of time tracking and were frustrated with T-sheets. The billing manager had to chase people to update time sheets. This resulted in late invoicing, under-invoicing leading to revenue loss, time wasted, and an unhappy team.

After: More accurate time-tracking with automations

With Scoro, time tracking has become easier. WC+A have set up an integration with Google calendar to sync events. For example, a meeting with 30 people will be automatically time tracked for everyone. The design team is especially happy with Scoro’s interface and its ease of use. With key processes in one system, employees can now understand how tracked time impacts revenue and important decisions like the scope of the project, invoicing, and future quotes. 

The ease of time-tracking for any creative agency relies on the system it’s implemented with; Scoro provides endless filtering and view options for users to track time – on their schedule, in their preferred method. With better data, WC+A has achieved better visibility on project profitability, and in real-time.

Alyssa Heisten

CEO

Pricing & Estimation Challenges

Before: Estimating based on guesswork

Putting together quote proposals was challenging. There was a lot of guesswork involved in deciding how much to quote. This created the risk of either under-quoting and later over-servicing, or losing opportunities due to uncompetitively high quotes.

After: Improved quoting accuracy 

Now, WC+A can easily see what has been previously quoted in Scoro and how much it actually cost to deliver each piece of work. They can pull this historical data together to estimate expected costs with greater accuracy. This level of insight helps ensure an appropriate service level and healthy margins.

With increased competition, Scoro helps WC+A stay agile. We can lean on historical data which allows us to pivot to meet clients’ needs. We can be responsive to clients like never before, whether it be retainer or project-based.

Alyssa Heisten

CEO

Invoicing

Before: A manual and error-prone invoicing process

Previously, the billing manager manually created quotes and invoices in QuickBooks after meeting with account managers. This process was prone to errors, as their finance team had to enter data manually, and lacked a deeper understanding without being involved in the project management.

After: Greater data integrity

Invoices are now prepared from existing quotes in Scoro by account managers and then sent directly to Quickbooks. This automated billing process has saved time and reduced human error. The team can set up triggers and events to help keep track of invoices and be proactive with overdue payment. 

Onboarding Experience

WC+A opted for guided onboarding to help customize Scoro to their needs. It made onboarding the team much smoother as the implementation was strategically planned and the team were well supported throughout every step of the process. 

We needed a partner who could brainstorm with us on, ‘how do you think we should do this?’ It’s a lot of strategic problem solving. We also needed someone we could work together with, to come up with the best solution. And I feel like we have that in Scoro.

Alyssa Heisten

CEO

From the first stages of working with Scoro, WC+A experienced how responsive, reliable and thorough the onboarding and support teams are. Speaking of their Scoro onboarding specialist, Cheryl Venable, VP of Operations explains:

Change Management

WC+A created a 12-person implementation team, which included participants from every department. Each week this team had calls with a dedicated onboarding specialist at Scoro. This ensured steady progress, and provided consistency in how Scoro was set up and used.

The change process was separated into phases, each focusing on a different area:

1. Time tracking

2. Quoting

3. Invoicing

4. Connecting Scoro with Quickbooks

After a few months, WC+A identified “power users” within their implementation team. These people helped to provide additional support to the wider team and collaborate internally. 

WC+A made sure to address internally any confusion about implementation, anything users didn’t like, and roadblocks. This openness helped gain the team’s buy-in and raise concerns early on, before becoming a problem. When the team needed help from Scoro, they found the help desk was quick to respond and dependable. 

The ability to customize visibility across user types helped WC+A with the transition. Being able to control different access levels gave their managers peace of mind.

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Cost and profit forecasting

So far, Scoro has been very good at keeping tabs on costs as the project progresses and work gets completed. With this update, we’re also adding a cost forecast into your budget tracking arsenal to help you detect signs of overservicing even earlier, when you still have enough time to course correct to maintain a healthy profit margin.

For this, we’ve updated our project budget charts with cost and profit data. 

Navigate to the Budget tab in the project view and open up Budget health.

The budget burn chart now tracks two separate dimensions simultaneously:

• Green line – tracks the overall budget burn against the total budget.
  • Data left of the Today line shows you how much of the budget you’ve already used up based on completed work. 
  • Data right of the Today line shows you forecasted budget burn based on planned work.
• Purple line – tracks your cost burn against your cost budget, i.e. how much you estimated to spend on resources vs how much you’re actually spending. It takes into account both in-house costs as well as outsourced costs.
  • Data left of the Today line tracks your actual costs to date based on completed work.
  • Data right of the Today line shows your forecasted cost burn based on planned in-house work (bookings, tasks, time entries) and planned outsourced purchases.

The gradient area on the chart visualizes the current forecasted profit. The formula behind the forecasted profit margin: total budget – forecasted costs at project completion.

If either of the lines turns red, it’s a clear sign you’re not on track to complete the project with a desired margin and should make adjustments. The metric cards below the chart summarize key data in numbers.

The budget breakdown chart below the burn chart can help you pinpoint what’s making your costs run over. It shows you how your budget is divided across roles or services and where you’re likely to end up at the current pace.

The green column on the right tracks the budget burn against the total budget, while the purple column on the left tracks cost burn against the cost budget. You can see the actual and forecasted numbers for both dimensions.

If either of the bars turns red, it’s a sign you’re either overutilizing some of the roles, using too expensive resources, or putting in too many hours to deliver certain services.

And we didn’t stop just there – we’ve also revamped the Profit table in the project view to make that one even more useful as well! The table now summarizes both actual and forecasted data. You can track how much you’ve already invoiced and recognized, how much you still have left to invoice and recognize, and where you’ll end up at the current pace.

If you want to take a deeper dive into these charts, join our Cost & Profit Forecasting webinar on September 25th to learn more about the new functionality!

Bookings

Time-off indicators in the Bookings tab

We’ve updated the bookings heatmap with time-off indicators, so it’s easier to track who’s off or who has extra availability when planning resources. If a team member has taken time off in a given period, their heatmap box will have a yellow indicator in the top right corner. Click on the indicator to see the exact details. 

Portfolio-level overview of bookings

We’re getting ready to release a brand new Bookings module, which will give you a portfolio-level overview of all bookings, making it easier to manage bookings across projects, teams, and roles. We’ll dive deeper into details in our next version, but if you would like to get early access to the module to test it out, get in touch with us at success@scoro.com.

Learn more about managing bookings across the portfolio in the Bookings module.

Managing quote lines in groups

Managing longer quotes just got a lot easier, as you can now manage quote lines in groups!

To reorder a subheading together with its rows, use the group drag-and-drop button on the left side of the subheading to drag the whole section to a different place. The related rows will collapse while dragging and will expand once released into the new place.

You can also delete the whole subsection by clicking on the trash can icon and selecting Delete the whole subsection.

Additionally – if you need to add multiple sections with similar content to your quote, you can now duplicate a subheading with all the corresponding rows. Simply click the [+] icon next to the subsection you want to copy, choose Duplicate the whole subsection, and then modify as needed.

Google Calendar: syncing time off

Site administrators now have greater control over syncing out-of-office events to Scoro as time off. You can decide whether to enable or disable the sync for all site users or let each user set this based on their preferences. Head to Settings > Integrations > Google Calendar > Global settings to manage this.

When enabled, all out-of-office events will be synced from Google Calendar into Scoro as time-off entries. You can read more about time off here.

Other…

Different icons for one-off and retainer projects

It’s now easier to tell one-off projects and retainer projects apart in the project list view! Icons for retainer projects will have a small loop-like indicator in them to symbolize they’re recurring by their nature!

We’re working on…

• Portfolio-level resource planning. Use the portfolio-level resource booking tool to consolidate data from individual projects and understand how booked each role or individual is across projects. Contact success@scoro.com for exclusive early access.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

Let’s see what’s new in Scoro!

Bookings

We know your people and their time are your most valuable resource. Which is why effective resource planning is so crucial. Knowing how busy your team is helps you be smarter with resource allocation. So far, maintaining a good utilization forecast in Scoro has required detailed project plans with specific tasks already in place. But this is all about to change! 

We are now introducing the concept of bookings into Scoro to support high-level resource planning better. Bookings come into play in the early preparation phase of a project once you start assembling the project team. They let you easily reserve someone’s time for the project before any specific tasks are created. This ensures you will have the right people available once the project kicks off and you start planning work. 

How do bookings differ from tasks? Think of it like this – bookings help you plan people, tasks help you plan work.

• With a booking, you reserve someone’s time for your project.
• With a task, you tell them what they should now do.

There’s a dedicated Bookings tab in the project view to help you create and manage bookings. You can see how much of each team member’s time is already booked across all projects to understand when they can take on new work. 

You can book either specific team members or use roles as placeholders. Bookings can be either:

• tentative – indicate a potential need for the resource
• fixed – indicate a definite need for the resource

It’s easy to move bookings around to find slots for incoming work. The dynamic heatmap will show you instantly how each new booking affects capacity so that you can avoid resource conflicts and overbooking. 

If you build your resource planning flow around bookings, you no longer need to rely on tasks and time entries for a utilization forecast. This means much less admin work is needed to estimate resource needs vs availability to begin with. On top of that, your project team can later easily reassign, readjust, or split tasks on the go, to respond to the changing needs of the project, without having to constantly worry about disrupting the utilization forecast. As long as the high-level bookings remain in place and up to date, the utilization forecast remains accurate. Read more about bookings here.

We will also hold a webinar on June 5th to walk you through the concept of bookings and share tips on how to adopt them into your workflow. Register here to take a deeper dive with us!

The Bookings tab is only available in the new project view. Therefore, we have switched all Scoro users over to the new view. The new view comes with a host of other improvements, which you can learn about in the video below.

To support role-based bookings, we are also enabling roles for all sites. Roles allow you to group users based on their skill set, level of seniority, experience, responsibilities, or any other criteria. If you haven’t used roles before, you will now notice a Placeholder role in various places across your site. This collects all your users under one role for a start. You should set up roles as you see fit for your team. Read more about roles.

Insights into budget health

We’ve also updated our budget charts to make them even smarter – it’s now possible to track budget burn and breakdown money-wise as well. You can find the new charts in the Budget health subtab in the Budget section, along with the already familiar time-based burn-up and breakdown charts. 

You can switch between time and budget insights with the toggle buttons in the upper right corner. In both views, you’ll see a budget burn chart on top and a breakdown chart below it.

The burn chart helps you forecast whether you can complete the project with the budget you have, given how much you still have to do.

The breakdown chart helps you track the use of your budget on a role or service level.

By combining time and budget insights, you can assess how well you’re progressing against your budget. This is a good way to detect the signs of overservicing as early as possible so you can take action before it’s too late. 

PDF customization options

We have updated our PDF generator, which opens up new customization and styling options for PDFs. You can now use CSS to stylize your PDF documents with custom fonts or other visual elements, such as background images or watermarks. This means you get full control over what your document looks like.

The visual previews are also much more reliable now. What you see in the visual editor is what you get on the PDF. So you can skip the “trial and error” rounds and reach the desired result much faster.

We’ve gathered together some tips and tricks to help you get started with custom CSS. Head to Settings > Site settings > PDF templates to access your PDFs. 

NB! All PDF templates that were created with the old generator remain working and can be used when sending out documents, but you will notice a Needs updating sign next to them. This indicates the template needs to be migrated over to the new generator before you can modify it. Note that you need to migrate all actively used templates over to the new generator by 01.06.2025 to ensure you can continue using them after the old generator gets deprecated next year. Read more about it here.

Other…

Default pricing method

Admins now also have an option to define the default pricing method for all documents and projects. Head to Settings > Sales and finance > General to choose either role- or service-based pricing. This saves your team members time when compiling projects and documents as your preferred method is already applied automatically.

Sage Intacct: attachment sync

You can now send the PDF version of your invoice or bill over to Sage Intacct as an attachment. This helps to automate the data exchange further and ensures your accounting team has easy and instant access to the PDF that was sent out to the customers or suppliers. You can enable this sync from your Sage Intacct integration settings in Scoro. 

Activity confirmation permission

This one is important for you if your workflows require activity confirmation before billing. Admins can now control which user groups have the right to confirm activities to prevent unauthorized people from doing so accidentally. We have created a separate setting under Permission sets for this.

Users without this permission can still see the activity confirmation icon, but they will not be able to interact with it. This ensures only the relevant team members will be able to confirm activities.

Upcoming webinar

Introducing: High-level Resource Booking in Scoro
June 5th @ 10.00 AM EST / 3.00 PM GMT

Join us for a live webinar to learn how bookings help you plan resources and forecast utilization with greater ease and accuracy.

Hosted by: Helen Fairley, Onboarding Expert @ Scoro

Register here

We’re working on…

• Approval system for financial documents. Set up a finance document approval flow to ensure better control over critical financial transactions, such as sending out quotes, invoices, and purchase orders.
• Extra availability and time-off. Easily reduce or increase your daily availability for certain days or periods directly from the calendar view.
• Bamboo HR integration. Integrate Scoro with Bamboo HR to ensure time-off is automatically reflected in Scoro, so you have a better overview of everyone’s actual availability.
• Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

Let’s see what’s new in Scoro!

Quote name

You can now give descriptive names to your quotes so it’s easier to identify them. There’s a brand new quote name field for this. Whenever you create a new quote, Scoro will prefill the field with “Company name + quote” to automate the naming process. However, you can overwrite it with any custom title.

Quote names are shown in the quote list and the Pipeline view, so it’s easier to tell them apart. You can also search for quotes by their name via the search bar.

To automate the steps further, custom quote names will become project names once you turn your quote into a project. 

Product view facelift

We’ve simplified the view for adding new products and services. It’s now less cluttered and the most relevant data fields are easier to detect. Less frequently used settings are tucked away at the bottom of the page and collapsed by default. The cleaner interface speeds up the process of adding new products.

You can add new products and services from Settings > Sales and finance > Products and services > New.

We’re working on…

• Resource booking at a project level. Improve your resource planning by assembling the entire project team and booking their time accordingly directly from the project view.
• Forecast budget burn. Monitor the expected budget burn rate based on work you’ve yet to complete to estimate whether your project is progressing within budget or if adjustments are needed to avoid overspending or overservicing.
• Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.
• Improved PDF generation. Create and update templates with a new PDF generator, which makes customization easier, more intuitive, and more flexible.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

When it comes to collecting payments for their projects, Kymera has been using Stripe for over four years. Stripe is a widely used payment processing platform that makes sending and receiving payments online faster and easier. Kymera opted for Stripe due to its multi-currency capabilities, reputation, and seamless integration with all the tools in their app stack, including QuickBooks.

Previously, Kymera wasn’t able to offer credit card payment directly from their invoices. Instead, there was a manual step needed to send a card payment link to any customers who requested it. With the new integration between Stripe and Scoro, credit card payment can automatically be added to invoices as a payment option.

Scoro + Stripe = a game changer

When Scoro and Stripe introduced the integration between the two software, Kymera’s team decided to take advantage of it immediately. “The integration took less than 5 minutes to set up and was simple and straightforward,” explained Scott, General Manager at Kymera. Since then, they have been able to start presenting card payments to their customers directly on invoices, meaning the entire process is now fully automatic. The Stripe and Scoro integration allows users to automatically add a Stripe payment to invoices created in Scoro. This speeds up the payment process for customers, who can simply open the link, choose to pay by card and make the transfer instantly.

“The Stripe and Scoro integration just fit perfectly – no matching numbers from five different places any more, everything just works great. “ – Scott Malcolm, General Manager

Since then, they have been able to start presenting card payments to their customers directly on invoices, meaning the entire process is now fully automatic. The Stripe + Scoro integration allows users to automatically add a Stripe ‘Pay now’ button to invoices created in Scoro. This speeds up the payment process for customers, who can simply open the link, choose to pay by card and make the transfer instantly.

“The Stripe and Scoro integration just fit perfectly – no matching numbers from five different places anymore, everything just works great.” – Scott Malcolm, General Manager

Including a payment link within the invoice has naturally encouraged customers to adopt credit card payments, particularly for smaller invoices. After activating the integration, Kymera transitioned from almost zero credit card payments to approximately 50% of invoices under $1000 now being paid with a credit card. This, in turn, expedited payment collections by 25-50%. Typically, they would have had to wait 30+ days for a bank transfer, but with more customers opting for credit card payments, invoices are usually paid within a week of being sent out. Based on data from Stripe, having a Stripe Pay now button on invoices results in 87% of invoices being paid in 24 hours.

“Faster payments – we get paid quicker.” – Scott Malcolm, General Manager

For Scoro users, Kymera Systems’ is a good example of the tangible benefits of leveraging a solution like Stripe with Scoro. It illustrates how incorporating quick online payment options into the invoicing flow helps to minimize the friction in the payment process. This results in faster payment collection and a healthier cash flow.

Preventing budget overrun

Kymera started using Scoro in 2021 to enhance project management efficiency and ensure that projects stay within budget. With Scoro’s help, time tracked automatically rolls into projects, providing them visibility between timesheets and project burn. As a result, they have been able to successfully fight budget overrun.

“Before Scoro, roughly 25% of our projects were going over budget. Now we are probably down to 5% or 10%. And if they go over budget, we know it before they do.“ – Scott Malcolm, General Manager

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Let’s see what’s new in Scoro!

Customizable project view

In the new project view, all information is organized into focus-based tabs. Now you get to decide which tabs you want to see and in which order. 

For example, if you’re mostly interested in project financials, you can move the tabs around to ensure the Budget section is always the first thing you see when you open any project. Or, if you’d rather focus on your tasks and the task list, you can hide the rest of the sections altogether to reduce the noise.

To change the order of the tabs, click on the gear icon in the top right corner. Then, simply drag the tabs and subtabs around to find the most convenient place for them. If you want to hide some of the less relevant information altogether, simply untick the corresponding boxes and apply the changes.

And just like that, you are in charge of what you see or don’t see. Less noise results in a better navigation experience. 

Scoro will always remember your preference across all project views. You can change it any time.

Project task board

This is a big one – we’ve added the task board into the project view! You can find it in the Tasks section. It means you can now see the project backlog and track tasks across different stages without leaving the project view. Use the filters in the upper right corner to filter out only done or not done tasks. You can even add new tasks directly from the Add button.

With this addition, you now have a whole arsenal of tools at your disposal for project task management. Not sure what to use when? Here’s our pro tip for you:

• Task list is great for outlining all the necessary tasks to achieve a comprehensive overview of everything that needs to be done.
• Gantt chart is excellent for visualizing the timeline and task dependencies. It makes it easy to plan out tasks and understand which ones are prerequisites for others. It also helps you detect how delays affect other tasks so you can make adjustments on the go.
• Task board is the best for visualizing the overall task workflow and understanding which stage each task is in – what’s been completed, what’s still in the works, what’s yet to come. It helps to spot bottlenecks, promote transparency, and boost collaboration as each team member knows exactly how everything is progressing.

Psst! Both project view updates are only available for the new project view. If you haven’t made the switch yet, you can enable the new view anytime from the Switch to new project view toggle.

Role labor cost as the default

If you haven’t set an individual labor cost for a team member, Scoro will now use the role-level labor cost as the default one for all cost calculations, if it exists. This integrates roles into project workflows even better.

For example, let’s say you’ve set the labor rate for Designers at 80 EUR/h. Jane is a Designer. Here’s how the cost calculation will work:

• If you do not set an individual labor cost for Jane, the hours she logs are multiplied by 80 EUR (= role-level labor cost).
• If you set Jane’s individual labor cost to 70 EUR/h, the hours she logs are multiplied by 70 EUR (= user-based labor cost).

The Default labor cost will be used only if there is no individual or role-level labor cost defined.

Individual allocation in the Planner

If you’re using individual time allocation, you can now easily take remaining individual time into account when scheduling time entries in the Planner. The task cards on the left-hand bar now show the remaining time for each task assignee, so you can distribute work accordingly.

Role grouping in the work report

We’ve also added a new dimension to the Detailed Work Report – you can now group the data by roles to gain more insights. For example, group the report by roles and months to see how much revenue each role is generating on average to understand which roles are more critical for revenue growth.

Other…

User list export. You can now export the list of users along with their profile data in .csv or .xls format. Navigate to Settings > Administration > Users and user groups and click the Export button in the top right corner. This saves you the time and the trouble of manual copy-paste when you need to analyze this data outside of Scoro.

We’re working on…

• Resource booking at a project level. Improve your resource planning by assembling the entire project team and booking their time accordingly directly from the project view.
• Forecast budget burn. Monitor the expected budget burn rate based on work you’ve yet to complete to estimate whether your project is progressing within budget or if adjustments are needed to avoid overspending or overservicing.
• Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.
• Improved PDF generation. Create and update templates with a new PDF generator, which makes customization easier, more intuitive, and more flexible.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

Let’s see what’s new in Scoro!

Before we dive into it – please note that both project view updates are only available for the new project view. If you haven’t made the switch yet, you can enable the new view at any time from the Switch to new project view toggle.

Project header

The project header got a visual makeover. We’ve made it more compact, bringing the key data closer together for a more convenient overview.

Additionally, you can now add and remove project members directly from the project header. This makes team management easier and quicker as you don’t need to navigate to the Modify view every time you need to make changes to the project team. This works with internal team members as well as Customer Portal users.

Events agenda in the project view

Events now have their very own subtab in the Tasks section. This way, you can create, track and manage all project-related events from a single view. The agenda format shows you a list of all the events and participants, sorted by time and date. Use the filter in the upper right corner to filter out only past or upcoming events.

Other…

Event reminders in Slack. If your admin has connected Scoro with Slack, you can now receive event reminders in Slack as well to ensure such time-sensitive notifications get your instant attention. To change the preferred notification channel for event reminders, navigate to Settings > My Settings > My calendar and tasks. 

Sage Intacct: two-way sync for bills. Previously, it was possible to send bills only from Scoro to Sage Intacct, but now it’s a two-way street! That means you can now import bills from Sage Intacct into Scoro as well. This is especially handy if you’ve enabled automatic bill creation in Sage Inatcct – this way, you don’t need to create the bills manually in Scoro either, but rather have them automatically imported from Sage Intacct as soon as they’re created. Talk about a time-saver!

We’re working on…

• Resource booking at a project level. Improve your resource planning by assembling the entire project team and booking their time accordingly directly from the project view.
• Forecast budget burn. Monitor the expected budget burn rate based on work you’ve yet to complete to estimate whether your project is progressing within budget or if adjustments are needed to avoid overspending or overservicing.
• Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

See what’s new in Scoro!

Slack for Triggers & Actions

You can now integrate Scoro with Slack to use Slack as a notification method for Triggers and actions. Triggers and actions allow you to set up rules that automate parts of your workflow and notify you when certain events occur in Scoro. If you’re a daily Slack user, you can now receive these notifications directly in Slack by setting up rules such as “When a new 10K quote is added, notify me in Slack”. This way, there’s less shuffling between tools – you can keep all important messages in your main communication channel.

The site admin has to connect Slack with the site from Settings > Site settings > Integration. After this, all site users will have the Notify in Slack option available in Triggers and actions.

Project phases on Task Board

If project phases are important in your workflows, you can now include project phase info on your Task board as well for an instant overview. Open View > Task data and tick the Project phase box to add that info to the task cards.

If you’re using a bookmarked view, don’t forget to modify and resave the bookmark accordingly!

We’re working on…

• Resource booking at a project level. Improve your resource planning by assembling the entire project team and booking their time accordingly directly from the project view.
• Event list in the project view. Easily track and manage all project-related events from an agenda-like view in the Tasks section.
• Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

See what’s new in Scoro!

Revenue Forecasting

Last month we got the ball rolling with revenue recognition on a project level. Now we’re kicking it up another notch by unleashing the full power of revenue forecasting.

A revenue forecast allows you to make strategic decisions about the future of your company. It helps you assess the business outlook, set realistic growth targets, make decisions about pricing strategies, and be smarter about resources during periods of high or low revenue.

To see the company-level revenue forecast, open the Revenue report in the Reports module. The report combines deals from the pipeline with confirmed projects to give you a holistic overview of your revenue.

You can play around with filters for more specific insights. For example, filter out only active quotes to assess how much revenue the deals in your pipeline are likely to bring in over the coming months to understand if you have enough business lined up. Or filter out only completed projects to understand how much revenue you’ve already secured based on services delivered to clients.

The Revenue report draws its data from quotes and projects. Let’s take a closer look at how you can control revenue distribution on a quote and project level.

Quotes help you forecast revenue in the sales phase. Once you’ve compiled the quote, use the Estimated duration field to define how long the potential project would run. Scoro will distribute the revenue based on that.

To see the exact revenue schedule or make manual adjustments to it, open the Revenue distribution modal from the graph button next to the duration field. By default, Scoro will split the quoted total equally across the months, but you can easily adjust the numbers to improve accuracy. These numbers feed into the Revenue report and make up your pipeline revenue.

Next let’s dive into the project level where there are even more dimensions to the revenue – here you can manage and track earned, recognized, and forecasted revenue across the project duration.

Open the Revenue subtab in the Budget section to take a closer look. By default, Scoro uses equal split logic and distributes your budget automatically across the months to help you out. However, you always have the final say on recognized and forecasted sums since all these values can be overwritten manually to reflect reality.

• Earned – earned revenue is calculated automatically based on logged hours and the selling price. It indicates how much you’ve already theoretically earned with the work your team has completed.
• Recognized – the recognized revenue fields are filled in automatically based on earned revenue to make life easier for you. However, if you know that you have actually delivered more or less to the client, you can adjust these numbers manually to keep revenue distribution as accurate as possible.
• Forecasted – the rest of the budgeted total is automatically distributed across the months as forecasted revenue. The automatic distribution takes into account the number of work days in each month, keeping the split proportional. Once again, you can easily adjust these automatic numbers by simply overwriting them.

The Revenue row data from each month is fed into the Revenue report.

Read more about the revenue forecasting logic in Scoro.

Integration with Sage Intacct

You can now integrate Scoro with Sage Intacct to simplify collaboration between the project team and the accounting team. The integration lets you to sync all bills and invoices with Sage Intacct with just a few clicks. Payment information is synced back to Scoro, which means you maintain a real-time overview of receipts without having to wait on updates from your accounting team.

Automated data transfer helps to minimize the risk of human errors and ensures data quality and integrity. You maintain full control over which items and dimensions get synced between the systems. You can set up an automatic sync for ultimate convenience or opt for a manual one if you have more thorough review processes in place.

Microsoft Sign-In

If you’ve signed up to Scoro with your MS Exchange account, you can now use the Sign in with Microsoft option to log in even quicker. This makes the login process more convenient as you can do away with separate credentials. Admin users can enable or disable the Microsoft sign-in option for the entire site under Settings > Administration > Security settings.

Other…

Default activity type for synced events. Now it’s possible to set a default activity type for events that are synced over from Google Calendar or MS Exchange. This can be a big time-saver as it minimizes the need to add the activity type manually for each event in Scoro. Admins can define the default activity type for all users from the Global settings in the calendar integration view. This can help to improve the overall data hygiene as well as reporting accuracy.

We’re working on…

• Event list in the project view. Easily track and manage all project-related events from an agenda-like view in the Tasks section.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)

Work management:

• Retainer management
  Manage retainer agreements with ease by setting up retainer-type projects designed to help you track and manage work and budgets across billing periods.
• Revamped project view
  Try out the new project view where all project-related information is organized into focus-based tabs to improve navigation and make it easier to concentrate on one aspect of the project at a time.
• Summary bar
  Use the project summary for quick real-time insights into key metrics – for example, how many hours you’ve already invested into the project, how much revenue you’ve earned with completed work, etc.
• Planner improvements
  Adjust the order of scheduled events and time entries in the Planner with a simple drag and drop to create more specific agendas for the day. 
• Shareable Gantt chart
  Share a snapshot of the current version of the Gantt chart with the client via a link to communicate the project timeline and align expectations.
• Jira integration
  Connect Scoro with Jira to reap the benefits of Scoro’s powerful planning, invoicing, and reporting capabilities without upending your tried and tested workflows in Jira.

Finance:

• Quote-to-cash flow with role prices
  Set up default labor cost and selling prices for roles to use them on quotes. Build your whole flow around role prices – from scoping to tracking to billing.
• New financial metrics in the project list view
  Track average billable rate, gross income, and delivery margins directly in the project list view.
• Project budget charts
  Use the budget burn-up chart to visualize project progress over time and detect potential overservicing. Dive into the budget breakdown chart to track the use of the time budget on a role level.
• Revenue recognition and forecasting
  Manually recognize and forecast revenue on a project level. Use the Revenue report to analyze this same data across the projects and assess the financial health of your business.
• Shareable quote view
  Share quotes with clients conveniently via a link and get their immediate feedback through a chat in the same view to shorten the closing cycle.
• Stripe integration
  Connect Scoro with your Stripe account to give your clients the option to settle invoices swiftly via an online link. Payment information is automatically synced back to Scoro, so you always have a real-time overview of transfers.
• Exact Online integration
  Connect Scoro with Exact Online to seamlessly sync bills, invoices, and payments between the two platforms and maintain a full overview of your finances in both systems.

Reporting:

• Reports library
  Take advantage of shortcuts to almost 50 reports that help you measure and analyze the key aspects of your business, such as productivity, utilization, revenue, cost, profitability, and sales activity.
• Smart export for custom modules
  Export only the visible columns from custom modules and save yourself the trouble of cleaning up data in some other tool.
• Revenue report
  Use the Revenue report to track manually recognized and forecasted revenue across all projects, month by month, to analyze your company’s financial performance and outlook.

Time management:

• Time tracker shortcuts
  Save time and add time entries directly from the Time tracker. Finished work? Conveniently mark the time entry as done from the tracker.
• Filtering and sorting of time entries
  Filter out only done or scheduled time entries in the task detailed view to reduce the noise and access relevant information as quickly as possible. Sort your time entries based on date, duration or billable time to better support your ways of working. 
• Linking recurring events with tasks
  Link recurring events with task to quickly schedule each instance as a separate time entry under the task.

Automations:

• Advanced triggers and actions
  Use the triggers and actions functionality to easily automate repetitive parts of your workflows and set up notifications about changes that require your attention.

Admin:

• Access control for custom fields
  Limit access to any custom field by making it visible only to certain team members.
• Google Sign-In
  If you’ve signed up to Scoro with a Google account, use the ‘Sign in with Google’ option to do away with several passwords and log in more seamlessly.
• Global settings for calendar integrations
  If you’re an admin user, use global settings to manage Google Calendar or MS Exchange Calendar settings for all site users collectively to improve data quality and minimize sync errors.

Search & support:

• Improved search
  Enjoy significantly improved search response time. Search is now performed module by module and results load instantly. You get to determine the order of searchable modules.
• Help Station
  Click on the Help button in the top right corner to open up our dynamic Help Station, which serves as a one-stop shop for all product tours, articles, and videos.

And that’s not nearly all! You can find a comprehensive overview of everything we released this year in our blog.

Here’s to keeping up the momentum and working even smarter in 2024!

We’re working on…

• Revenue forecasting. Forecast monthly revenue already in the sales phase. Get a full picture of your company’s financial outlook thanks to a revenue report which combines pipeline deals with ongoing projects.
• Sage Intacct integration. Seamlessly sync invoices, bills and payments between Scoro and Sage Intacct to ensure data integrity and maintain a real-time overview of finances in both systems.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at help@scoro.com.

Want to learn more tips to use Scoro to its full potential? See these guides:

• Top 20 Questions We Get Asked About Scoro
• 12 Quick Tips To Get More Out Of Scoro (Beginner Level)