On the Purchase Orders related to projects - we noticed that the "Phase" field is only available to be filled up if the PO is in draft mode or can be reverted to draft. Is it possible to consider allowing that field to show up on the "Update Invoice Details" as well?
The purpose is some clients are actually invoicing items per phase and are adding adhoc product lines (not included in the forecasted) , however, due to not wanting to add to their admin's responsibilities, they wanted several employees to be able to raise Purchase Orders.
However, upon doing so, allocating it to the correct Project Phase is sometimes missed.
Either that or having the phase name as columns upon invoicing would actually be beneficial. This is so the clients who wants a line item breakdown but ideally would like to invoice them out in phases can still add/allocate them to the correct phase.
5 Votes
5 Comments
Sorted by
L
Leisha Smithposted
14 days ago
Cos if we can't make adding a Phase mandatory, we need to option to add it at any stage prior to invoicing. Missing Phases also effects info in reports as well. Thanks for considering adding this 'feature' :)
0 Votes
L
Leisha Smithposted
14 days ago
REALLY need this Phases option/correction to be added! Many of our clients want their invoices itemised & if the Phase is missed at PO/approval stage, I can't add it once I get to invoicing.
0 Votes
K
Kim Allelyposted
5 months ago
To be able to add or change a phase to a completed PO (items have been received and the Bill details entered) would be beneficial so accurate figures per phase are calculated.
1 Votes
K
Kim Allelyposted
5 months ago
Being able to add or alter a phase on a PO after the item/s have been received and the invoice entered would allow better accuracy on totals when generating Invoicing by Phase. Sometimes the Phase has not been entered when raising the PO.
1 Votes
J
Jason Stratfordposted
7 months ago
Would love this to be added, we would greatly benefit being able to alter the phase on a PO in later stages if it had been missed or entered in error
Hi Team,
Either that or having the phase name as columns upon invoicing would actually be beneficial. This is so the clients who wants a line item breakdown but ideally would like to invoice them out in phases can still add/allocate them to the correct phase.
5 Votes
5 Comments
Leisha Smith posted 14 days ago
Cos if we can't make adding a Phase mandatory, we need to option to add it at any stage prior to invoicing. Missing Phases also effects info in reports as well. Thanks for considering adding this 'feature' :)
0 Votes
Leisha Smith posted 14 days ago
REALLY need this Phases option/correction to be added! Many of our clients want their invoices itemised & if the Phase is missed at PO/approval stage, I can't add it once I get to invoicing.
0 Votes
Kim Allely posted 5 months ago
To be able to add or change a phase to a completed PO (items have been received and the Bill details entered) would be beneficial so accurate figures per phase are calculated.
1 Votes
Kim Allely posted 5 months ago
Being able to add or alter a phase on a PO after the item/s have been received and the invoice entered would allow better accuracy on totals when generating Invoicing by Phase. Sometimes the Phase has not been entered when raising the PO.
1 Votes
Jason Stratford posted 7 months ago
Would love this to be added, we would greatly benefit being able to alter the phase on a PO in later stages if it had been missed or entered in error
3 Votes
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