Linking incoming invoices & cost overview
S
Sina Teneva
Please set up the option to choose between BWA upload and ad hoc update of costs from the uploaded incoming invoices. Since we currently only receive our BWA on a quarterly basis, the BWA upload does not offer us any informative added value - or only much too late. Accordingly, uploading costs in the form of incoming invoices and immediate transfer to the cost overview (loss of liquidity) would be a useful controlling and management tool: It would enable the daily reconciliation of planned and actual costs. thanks
K
Knott, Nancy
We would also find this very helpful! Without linking incoming invoices to costs in liquidity planning, it makes no sense for us to enter incoming invoices into projo.
The workflow should be:
- Uploading the incoming invoice (x-invoice if applicable and automatic conversion)
- Select cost category
- Enter payment date, reminder x days before payment date if necessary
- When invoice is set to “paid”, the amount is automatically entered into Liquidity Planning > Costs, in the previously selected cost category