We run multiple projects each month, some are ongoing for months, others are completed within a day or two. Roughly 50% are charge-up (billable) and 50% are quoted (non-billable).
Our system is currently set to billable by default (PO's imported by Ezzybills) so we don’t miss any charge-up invoices. However, for quoted projects (for example, Kitchens, bathrooms etc), this means I have to manually go into each project and mark a large number of purchase orders as non-billable every month - I have been advised there is only the global setting controlling PO billable status - which is either one or the other.
When setting up a project, can be an option to default purchase orders to billable or non-billable based on the Quoted or Charge-up status?
We run multiple projects each month, some are ongoing for months, others are completed within a day or two. Roughly 50% are charge-up (billable) and 50% are quoted (non-billable).
Our system is currently set to billable by default (PO's imported by Ezzybills) so we don’t miss any charge-up invoices. However, for quoted projects (for example, Kitchens, bathrooms etc), this means I have to manually go into each project and mark a large number of purchase orders as non-billable every month - I have been advised there is only the global setting controlling PO billable status - which is either one or the other.
When setting up a project, can be an option to default purchase orders to billable or non-billable based on the Quoted or Charge-up status?
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