Core capabilities include:
Extends NTE validation beyond time entries to include expense, material, and fixed-price components.
Enhances the Invoice Confirmation Service to block confirmation when Total Billed + Unbilled Committed > NTE Amount.
Fixes bugs where NTE status fails to update on approval records due to custom plugin conflicts, ensuring deterministic results.
Business Value:
You get consistent control over Not-To-Exceed (NTE) limits across every billable type, so you avoid over-billing and protect revenue. It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches. Plus, you always see an accurate NTE status on approval records, even when your customers customize their setup.
Enabled for:
Enabled by admins/makers/marketers for end users
GA date: March CY2027
Preview date: September CY2026