Purchases > Moving Costs From One Job To Another
- Kat Grinter
- Kye Hush
If your costs (creditor invoices or purchases) have been applied to the wrong job, or, just need to be moved, you can do this in the jobs module via the costs sub-menu.
This functionality is usually limited to certain roles within each agency.
ON THIS PAGE YOU WILL FIND: |
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MOVING JOB COSTS
In the jobs list > go to the job that needs to have the costs moved >select the costs sub menu > purchases tab
Click on the ‘move job creditor invoice’ button:
In the pop-up > provide the information for the transfer
NO. | ITEM | DESCRIPTION |
|---|---|---|
1 | Allow the moving of cost to a job with a different posting configuration than the current job. May cause the cost to be capitalized/carried to PL differently than on the current job. | Check the posting configuration on each job before moving the creditor invoice. The two should be the same. This should only be used in specific circumstances. Please check with your finance manager before ticking this box. |
2 | To Company | If you’re moving to a job that’s under another company, select it here. The jobs under that company will become available. |
3 | To Client | This will default the current client. You can change the client if required. |
4 | To Job | Select the new job that you want to move the creditor invoice to. |
5 | Purchase Order | If this cost is related to a Purchase Order you’ll be able to select it here. |
6 | Posting date | The date the creditor invoice will be posted to on the new job. Make sure the accounting period is open. |
7 | Comment | It is recommended to add a reason for the move. |
8 | Search | If you have a long list of creditor invoices, you can search by any of the fields in the box below. |
9 | Deselect all checkboxes | Deselects all the invoices. |
10 | Check all checkboxes | Selects all the invoices. |
Once you’ve completed all the required fields, select the invoices to be moved
Click ok
Costs which are connected to a purchase order on the current job cannot be moved.
In the purchases list you’ll now see the original invoice has been credited out
The new postings will need to be posted
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