Hi, I am seeking information/steps to split invoice totals across multiple job codes, within a project
(For example: We have multiple job codes (assets) that fall under a project/location and need to split an invoice evenly across all job codes evenly, or assign 100% to one asset)
Is this possible and how do we manage this?
Many thanks in advance for any insight!
Hi donac,
In AccountRight, splitting an invoice across jobs is achieved by adding a separate line for each job and entering the job code on each line. Only one job per line, so if you’re splitting evenly, just divide the total by the number of jobs and key that amount on each line. Want it all on one asset? Just put 100% on the line with that job code.
This applies equally to sales invoices and supplier bills. If you want the job to show on the PDF/email, just tweak your invoice form to include the Job column. You can read more about that feature from the Jobs article.
Regards,
Genreve
Thanks so much Genreve! I appreciate the assistance :-)
