Projects - Assign bills to closed Projects
As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.
Leah McVeigh
shared this idea
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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Steve Gardner
commented
Add a new project status before closed where you can still allocate bills, issue invoices and credit notes but is closed for all time entry. This allows a period of time for all project finances to be completed after all the work has be done.
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Jenny Maguire
commented
I agree, it would be great to be able to assign bills to closed projects, we often receive invoices for remedial work after the project has been delivered, the in progress screen gets pretty full and confusing if multiple users are looking at projects for different info.
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Emma Rosenblatt (Accounts)
commented
I just reopen projects add the bill then close it back out.
Being able to always add bills to projects could cause a lot of issues and mistakes especially when that project is actually not supposed to have the bill charged to it. -
Leah McVeigh
commented
The work flow is this:
June 1 - project begins
June 10 - project is complete
July 1 - receive a bill from a vendor for closed project. At this point if the project is marked closed it is IMPOSSIBLE to enter a bill and assign it to a closed a project.That is unhelpful. I would like to be able to assign bills to closed projects, the same you can create an invoice and assign it to a closed project.