Job Properties Sidebar > Job Invoice Settings
The job invoice settings sub-menu in the job properties sidebar, is mainly used to override expense entries and/or price lists ‘valid from’ dates accordingly.
ON THIS PAGE YOU WILL FIND: |
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ACCESSING JOB INVOICE SETTINGS
From the jobs list > select the job > and click on the job properties sidebar button
TIP: You can also access the job properties sidebar from any of the job sub-meus like Briefing, Tasks, Price, Purchase Order, Invoice, Costs etc. Just look for the job properties sidebar button in the top tight hand corner of the screen.
In the job properties sidebar >select the job invoice settings menu
UPDATING JOB INVOICE SETTINGS
The following fields can be updated in the invoice settings sub-menu:
PERSONAL EXPENSE ENTRIES | |
Method | Sales Price Cost Price Fixed price Invoicing is not allowed |
Fixed Unit Price | Price to fix to the personal expense. This only applies to the fixed price method. |
MILEAGE ENTRIES | |
Method | Mileage entries are based from the time & expense module. Sales Price Cost Price Fixed price Invoicing is not allowed |
Fixed Unit Price | Price to fix the mileage entry expense. This only applies to the fixed price method. |
TIME ENTRY TRAVEL TIME | |
Method | Sales Price Cost Price Fixed price Invoicing is not allowed |
Fixed Unit Price | Price to fix the time entry travel time expense. This only applies to the fixed price method. |
PRICE LIST SETTINGS | |
Fixed Look Up Date | This allows the job to look up the price list as of a certain specified date. Sample Scenario: The project manager then decides to fix the look up date for the price list to be based on 2021, and then inputs the date of 01/01/2021 in this field. This will cause the price list for the activity in this job to be based on the price list as of 01/01/2021, which for the activity of account executive, will then have a rate of 100, instead of the default behaviour of the latest rate of 300. |
TIME ENTRY INSTRUCTION | |
Time Entry Instruction | Free text box for the user to take notes on settings/instructions that they would like to input in this field. |
INSERTING COSTS INTO INVOICE
We can insert costs into job invoices, by going to:
Jobs module > select the job > select the invoice sub-menu
Then go to the invoice options menu (3 line hamburger) > and selecting insert costs
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