- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Projects and Customer Invoices - new issue with income
As of mid September, all of the income from our customer invoices remains at the Customer level not the project level. Previously we were able to create a single customer invoice and combine billable expenses for various projects into one invoice. The income, as long as it was linked to a billable expense for the project would track back correctly to the Project. This was great and was easy to see estimates versus actuals for both costs and expenses.
Around 9/18, this all changed. I can still create an invoice at the customer level using the billable expenses for the different projects, BUT the income NO LONGER tracks back to the project. This is making it a nightmare to track progress invoicing. My customers want a single invoice - not one for each project.
Is anyone else seeing this same issue? Is there a solution I am missing so I can send my customers one invoice, but still keep visibility in Project Profitability?