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Customer Reimbursable Expenses/jobs
Hi, We often have to make extra purchases on a job and when we do, we use the track expenses function for the job and then invoice the client the expenses via the Customer reimbursable function. I have run a report on the items listed in the "reimbursed/removed" tab (of which goes back years and there is no where to report by date) Thank goodness I was able to then export to excel. I have noticed some items have not been invoiced, however are appearing as reimbursed. Is there a way of seeing to what invoice the reimbursed items were actually invoiced on via the Customer Reimbursable Expense To do his manually is going to take really long time and I will have to open each invoice indiviually, and cross reference to see what was actually on the invoice. I hope this all makes sense.46Views0likes1CommentAttach documents to order
Hi, It would be great if you could attach documents to quotes & orders in the purchase command. Many times I receive an invoice or proforma invoice to an order placed and wait until the goods arrive before converting the purchase request to a bill. Currently, the invoice sits in the intray with all other receipts & invoices and can be time consuming to find the appropriate invoice attachment after converting the order to a bill.48Views0likes1CommentBank register report with job codes
Hi, Is there a way of running a bank register report that shows job codes? I need to be able to see if job codes have been correctly allocated to expenditure between certain dates. Running the bank register report and clicking in and out of each transaction is very timely, so just wandering if there is a quicker way? Thanks309Views0likes1Comment