Issue:

The BBR and BIMA have recently rejected X invoices that do not describe the type of service (object planning/fire protection, etc.). Since (surprisingly) the benefit items and time lists etc. are not transferred in the X invoices themselves, this text must be transferred in a BT field so that the invoice is unique. I used BT-153 for that. However, since Projo automatically enters the subject line with the payment invoice number, there is a risk of conflicts due to overwriting and sources of error due to manual changes:

Proposed solution:

It would be good if Projo automatically integrated the contract description or another relevant field with details of the “contract services” into the invoice subject. This field should always be filled when creating X invoices. One possible approach would be to design the subject of the invoice in such a way that it contains both the payment invoice number and the type of services, e.g. “13th AR - fire protection planning” or “2nd AR object planning”, etc. This would make it easier to handle and ensure that all necessary information is transferred to the X-bill. The subject would also be easier to customize for “normal” PDF invoices. It would be even better if the project abbreviation could also be placed in the subject line. For example, for the ABC project: “ABC | 2nd advance calculation of object planning”.