Invoice Data Grouping by Cost Centre

Description

A new timesheet-based invoice data grouping option called Cost Centre has been added in this release, so that when a debtor is invoiced, a separate invoice can be automatically created for each cost centre to which the debtor is linked and the invoice items on each invoice will relate specifically to the corresponding cost centre only.

Benefits

This enhancement provides support for invoicing by client cost centre without the need to configure a separate debtor record for each client cost centre.

Configuration

Invoice data grouping is configured on a per debtor invoice details basis via the existing Data Group field on the Billing > Debtor > Invoice Details screen. To configure a set of debtor invoice details to apply invoice data grouping at the cost centre level, select the Cost Centre option in the Data Group field, as highlighted in the example below.

Open

Please note the following about the Cost Centre data group option:

• it is not available if the debtor is linked directly to a client cost centre because where this is the case, invoices can already be produced on a per-cost centre basis by setting the data grouping to the existing Debtor option

• any invoice items that are linked to the debtor but are not linked to a cost centre will be invoiced together on a separate invoice.