Partially ready services - split up external costs, otherwise a lot of manual effort
l
le Coutre, Luca
The “external costs” column includes:
- Down payments made to subcontractors (advance invoices)
- Payments made to subcontractors (final invoices)
- Additional costs (e.g. travel expenses)
In order to evaluate the partially completed services, it would be useful to split up these 3 included costs, as I need the individual sum of the down payments made.
I have to calculate that by hand now... :(
Thank you
Arne Semmler
I received the following input on another channel: Feel free to comment:
Hi Arne,
In the case of external costs, I simply need the sum of payments to the subs relevant for the partial services for the financial year. In Excel, I need Pivot for this.
In principle, it would be advantageous if the evaluation of contracts with individual and advance invoices could be considered separately. I still can't assign a billing type to contracts as a category for evaluations. In the Excel file, I always have to add a column: effort or hoai/flat rate.
l
le Coutre, Luca
Arne Semmler Some contracts include both types of invoices, so they cannot be implemented. A breakdown of the “external costs” would be sufficient for me, see above.
l
le Coutre, Luca
I must add that if a final invoice is then issued by a subcontractor, all associated advance invoices would of course have to be converted into a “final invoice”. They are then no longer down payments...
Arne Semmler
le Coutre, Luca How can there be individual invoices and down payment invoices in a contract in projo. That shouldn't actually happen. Services that are billed individually must be included in a separate contract. Otherwise, Projo does not know which service has already been billed with the individual invoice. What kind of use cases can there be that this distinction must be softened?
I am convinced that as soon as a service is billed individually, it is no longer part of the down payment billing process and can therefore no longer be part of the contract in projo. It MUST be moved to a separate contract for the same project. It doesn't work otherwise, as no one can break it apart after 2 years.
l
le Coutre, Luca
Arne Semmler This is due to the fact that it is technically possible and easier than creating a new contract. Since the invoices are marked ER and AR, you can tell them apart. If, in your opinion, that should not work, then you would have to technically prohibit it: -P
Arne Semmler
Optional division into 3 columns would be enough for you? Separating 1st and 3rd shouldn't be a problem for us. 2nd may be more difficult
l
le Coutre, Luca
Arne Semmler yes 3 individual columns would be good
l
le Coutre, Luca
Arne Semmler The topic would be topical again as the annual financial statements are just around the corner :-)
l
le Coutre, Luca
Arne Semmler is also important to mention: If there is a final invoice for the down payments made in a contract, then all associated down payments must be removed from the “Down payments” column for the partially completed services, as they are no longer down payments from the payment date of the final invoice, but part of the final invoice.