Project - Reference field
Add reference field for project.
We do a lot of project work. Our clients will generally have a tender or contract number associated with the project. I need to include this number on all invoices related to the project.
It would be great to have an optional reference field for each project that, if not blank, would automatically populate the reference field for every invoice created.
evince Accounts
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Mitchell Warne
commented
Same boat here except id use if for a different purpose. Most of my customers require their Purchase Order number to be in the reference field on the invoices. I need a secondary project reference field so i can write a machine code on it. I have lists of invoices to customers, and all i can see is the invoice number and their PO number. I am constantly looking through each invoice to find a specific previous repair or similar.
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Laurence Richardson
commented
Similar view from us. We try to batch discrete groups of expenses for a client's project (say all the llighting artefacts being bought for a client home fit out), and it would be great to have a field for given a unique identifier code to such costs and to sort by them / invoice for them in the project module
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Rebecca Chalker
commented
Yes, this comment for a project reference field, sand details is critical for our work- we also have - tender # or Purchase order# provided by the client for each project, having an option for this when placing a new project in our system would be a very valuable tool
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Smart LedgerSim
commented
I'm a new dev interested in solving your problem. How important is this to you? Have you solved it already? Is there any other automation you're interested in? Keep in touch... laninya.smartledger@accountant.com