Settings and activity
4 results found
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10 votes
An error occurred while saving the comment Paul Campbell supported this idea · -
30 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Paul Campbell commentedWe have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."
Please implement this asap
Paul Campbell supported this idea · -
4 votesPaul Campbell shared this idea ·
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2 votesPaul Campbell supported this idea ·
We have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."
Please implement this asap