Split vendor invoices between company branches
- Oksana Vishchuk
Introduction
In companies that separate costs per branch, vendor invoicing becomes more complicated. When projects are created by PMs from different branches or for clients that belong to different branches, grouping associated jobs in one vendor invoice can cause accounting issues. XTRF allows you to assign costs per branch by blocking multiple-branch invoices.
Block multiple-branch vendor invoicing
Go to the Configuration menu → Clients and Vendors → Vendor Settings → Invoicing tab.
Click the Edit button.
Select the Only allow Jobs from the same branch on Vendor Invoice checkbox.
Select the required option:
Only Jobs from Client’s branch to block grouping jobs for clients from different branches.
Only Jobs from Project Manager’s branch to block grouping jobs from PMs from different branches.
Click the Save button.
Result
Grouping jobs performed for different branches in one vendor invoice is now blocked in both the Home and Vendor Portal.
New invoices are now automatically created for each branch separately (as many as required for the number of vendors and associations with PMs or clients from different branches). If the Vendor Invoicing periodic job is active, it will also respect the new setting.
In existing invoices, adding jobs linked to different branches is blocked.
In the Vendor Portal, the Add Jobs dropdown on the New Invoice page is automatically filled only with jobs from the same branch.
Vendors and PMs will be informed about those limitations via a flash message.
