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Problem

I want to change the project's payable but can't open it in edit mode; the (blue star) icon has disappeared.

In Smart projects

Zrzut ekranu_29-11-2024_142522_helpdesk-test.s.xtrf.eu.jpg

Cause: The project has already been invoiced

The project has already been invoiced, and the payables have been automatically locked.

Solution: Unlock the payables

  1. Go to the Invoicing terms tab in the Finance card.

  2. In the menu on the left, select the task in question.

Zrzut ekranu_29-11-2024_142721_helpdesk-test.s.xtrf.eu.jpg
  1. On the right, click the number link in the Invoice number section. You will be directed to the invoice that includes the current payables.

  2. Set the invoice's status to To be Sent.

Zrzut ekranu_29-11-2024_143746_helpdesk-test.s.xtrf.eu2.jpg
  1. In the Jobs section, delete the job associated with the payable in question.

  2. Click the Save button.

  3. Go back to the project's payables. The (blue star) icon has reappeared, and you can now edit the payable.

Zrzut ekranu_29-11-2024_144929_helpdesk-test.s.xtrf.eu.jpg

To take a shortcut to the project, click on the related job in the Jobs section at the bottom of the invoice.

In Classic projects

Zrzut ekranu_2-12-2024_13554_helpdesk-test.s.xtrf.eu.jpg

Cause 1: You are not in edit mode

Solution: Open the payables in edit mode

Click the Edit button at the bottom of the page.

Cause 2: The project has already been invoiced

Solution: Unlock the payables

  1. Go to the Finance tab for the job in question.

Zrzut ekranu_2-12-2024_133010_helpdesk-test.s.xtrf.eu.jpg
  1. In the Invoice Internal Number section, click the number link. You will be directed to the invoice that includes the current payable.

  2. Set the invoice's status to To be Sent.

Zrzut ekranu_2-12-2024_142430_helpdesk-test.s.xtrf.eu.jpg
  1. In the Jobs section, delete the job associated with the payable in question.

  2. Click the Save button.

  3. Go back to the project's payables. The (blue star) icon has reappeared, and you can now edit the payable.

Zrzut ekranu_2-12-2024_142916_helpdesk-test.s.xtrf.eu.jpg

To take a shortcut to the project, click on the related job in the Jobs section at the bottom of the invoice.

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