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.
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.
Examples
Home Portal: Adding a new invoice
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.
Home Portal: Adding jobs to an existing invoice
Adding jobs linked to multiple branches is blocked. A message is displayed, informing that only jobs associated with the same client's or project manager’s branch can be invoiced together.
Vendor Portal: Adding a new invoice
The Jobs to be invoiced card is automatically filled only with jobs from the same branch. If needed, a prompt is displayed, informing about existing jobs from other branches not included on the current list, that can be added to another invoice.
Vendor Portal: Adding jobs to an existing invoice
If the job does not belong to the same branch, it cannot be added to the invoice, and an error prompt is displayed.