Transfer travel expense report to invoice
J
Johannes Blechschmidt
I would find it great if the travel expense documents were not only recorded as external costs in the projects, but could also be invoiced directly via Projo as an individual invoice.
I imagine that for each individual document stored, it is possible to select whether it can be included in the invoice or not (for example, in some contracts, only travel expenses are reimbursed, but not the hotel bill).
Ideally, the scanned receipts are attached to the invoice.
Arne Semmler
Wouldn't it make more sense to turn this into a continuous item (this function can be activated, but it is not yet linked to the travel expense report)? Otherwise, as a result of the travel expense report on the invoice, the billed benefit value might exceed the contract amount at some point and falsify the project result?
(Continuous items are not included here)
J
Johannes Blechschmidt
Arne Semmler: Yes, that would be very helpful.
As soon as the currently informative check mark for “Further calculation to customers” is checked, the trip should be able to be used as a continuous item in the project.
The following points would also be helpful in the process of submitting travel expenses:
- It should be possible to add scans of tickets etc. to individual documents.
- There are receipts on which no VAT is charged, e.g. for some flights. In return, I can of course introduce a separate travel expenses category under Recruitment - Expenses. However, I would find an expert mode helpful in which I could simply enter the gross/net and VAT amounts manually if necessary.
With regard to the order amount, I would recommend creating an additional contract in the project, in which such costs can be recorded. We also use this procedure for all special services in order to keep the cumulative invoices for basic services compact