Results

A result is one specific service provided - for example bookkeeping for May or sorting three pallets of parts. You find results in the menu Work → Results.

A result always belongs to a product of the type service. If the company has no such service, ReFIS warns when the module is opened that at least one product of the type service is needed, and switches to products.

The list shows the results of one product. You choose the product in the left bar; by default it is the first service.

If you tick “Also include agreed”, the list also shows in gray the results agreed in a contract or purchase order that have not yet been performed. With the function “Edit” on such a row you open the form “Add result” with the customer prefilled.

With the function “Add result” you enter:

• “Customer” - mandatory
• “Start date” and “End date” - when adding, ReFIS prefills them according to the period for which the list is shown
• “Time entries” - time entries related to the service. These are the entries of the people who performed the service, but also extra work for the customer, for example consulting hours. With the button “Existing” you assign an entry already entered, and with the button “New” you enter a new one.
• “Amounts” - amounts related to the service, which you enter directly in the form
• “Name” - mandatory. After you select the customer and the dates, ReFIS suggests it itself, for example Service “Accounting” for the customer in the period March 2026. It no longer overwrites a name you changed manually.
• “Unique identifier” - the field is shown only if “Display the result identifier” is ticked in the menu Other → Settings → General settings. ReFIS generates it according to the mask after saving.
• “Note”

A result thus connects work with money. Billable time entries with a price that you assign to the result can be counted into the amount that the automatic calculation in the contract calculates for results, for example at accounting firms.

An already saved time entry or amount has an icon for removing it from the result. It only detaches the entry or amount from the result; it does not delete them and they continue to exist. With the icon “Delete time entry” or “Delete amount” you really delete them after saving the result.

You mark a finished result with the function “Mark as closed”, and you reopen it with the function “Reopen”.

With the function “Delete result” you delete the result. The time entries, amounts and documents assigned to it are kept.

• Time entries
• Products
• Amounts