PSA Rate Cards, WIP & Revenue Recognition
Role/grade rate cards, unbilled WIP ledger and IFRS15/ASC606 percentage-of-completion revenue recognition for professional services
Professional Services Automation revenue engine: multi-dimensional rate cards, WIP ledger with accrual and reversal, and configurable percentage-of-completion and milestone revenue recognition with unbilled/deferred schedules, cost-vs-bill variance and journal automation.
Key Features
PSA Engagement / Contract
PSA Engagement / Contract. Tracks Engagement, Reference, Active, Client, Engagement Manager. One-click open, deliver, close, reset reset to draft, accrue wip.
PSA Engagement Milestone
PSA Engagement Milestone. Tracks Engagement, Milestone, Sequence, Deadline, Milestone Value. One-click deliver, accept, reset.
PSA GL Account
PSA GL Account. Tracks Account Name, Account Code, Active.
PSA Journal Entry
PSA Journal Entry. Tracks Number, Engagement, Client, Date, Source Reference. One-click post, cancel, reset reset to draft.
PSA Journal Item
PSA Journal Item. Tracks Journal Entry, Account, Label, Debit, Credit.
PSA Rate Card
PSA Rate Card. Tracks Rate Card, Reference, Active, Client, Currency. One-click publish, archive card, reset reset to draft.
PSA Revenue Recognition Entry
PSA Revenue Recognition Entry. Tracks Reference, Engagement, Client, Recognition Date, Recognized Amount. One-click post, cancel.
PSA Delivery Role
PSA Delivery Role. Tracks Role, Code, Sequence, Active, Description.
Use Cases
Screenshots
Engagements
Revenue Wip Analysis
Gl Accounts
Grades
Journal Entries
Rate Cards
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18