FastTrack360 Version 12 Online Help

Manual Invoicing without Job Orders

Owned by Fiona Sims
Last updated: 06 February 2022
2 min read

Description

Manual invoices and credit notes can be created without the need to link invoice/credit items to a job order from this release on.

To facilitate creation of manual invoices and credit notes without a job order, the following new fields have been added to the Billing > Manage Invoices/Credit Notes > Invoice/Credit New Entry > Invoice/Credit Item screen as follows:

  • Skill Group

  • Office

  • Agency Staff

The Skill Group field is mandatory if a job order is not selected for an invoice/credit item and allows the sale to be allocated to a skill group. This field is unavailable if a job order is selected.

The Office field is mandatory if a job order is not selected and allows selection of the agency office to which the sale will be attributed and defaults to the office of the parent/client/cost centre entity to which the debtor is linked. If the item is linked to a job order, this field is display-only and shows the agency office to which the job order belongs.

The Agency Staff field is mandatory if a job order is not selected for an invoice/credit item and allows searching for an agency staff member to whom the sale is to be attributed. If a job order is selected, this field is display-only and displays the name of the job owner staff of the corresponding job order.

The new fields are highlighted in the example below.

In addition to the new fields that have been added, the following existing fields have been modified to facilitate invoicing without job orders:

  • Position – if the item is not linked to a job order, this field is mandatory and requires selection of a job position to which the sale is to be allocated.

  • Payee – if the item is not linked to a job order, this field is blank.

As part of this enhancement, new fields have also been added to the item grid that is displayed on the Billing > Manage Invoices/Credit Notes > Invoice/Credit New Entry screen itself to identify agency office, agency staff and purchase order number to which an invoice or credit item is linked, as shown in the next example.

Benefits

This enhancement adds the flexibility to allow invoicing of items that have no direct relationship to a job order.

Configuration

None required.

 

 

Classification-Public