additional fields for incoming invoices
complete
C
Clemens Heimlich
We have a significant number of incoming invoices (material costs, external services...) which burden the respective projects.
They should be created as collection items in “Incoming Invoice Entrepreneur”.
In order to be able to categorize, filter and automatically process them further, we need additional data fields.
- a text field “Supplier temp” or similar
- a “Notes” text box
- if possible, a drop-down field, simple selection is sufficient, for the type of benefit
This would help us a lot until, hopefully, there is a new “material costs” feature for incoming invoices in the future, which supplements the two existing recording methods.
Benedikt Voigt
complete
It is now possible to define internal office fields for incoming invoices.
Benedikt Voigt
in progress
Arne Semmler
planned
B
Birte Dieterich
No, I have all the fields I need. Thank you
Arne Semmler
Birte Dieterich: Do you have any input for us here as to which additional fields you would like to see in Projo when entering an incoming invoice? Or are the suggestions from this screenshot also suitable for you?
Arne Semmler
After entering an incoming invoice, the focus should be on the incoming invoices list from which the entry of the incoming invoice was also started - not on the details of the invoice that has just been created (the details there are usually not yet known at this point in time and can be called up at any time by simply clicking on the respective invoice in the list.
Arne Semmler
Clemens Heimlich: Wouldn't the “Notes” field already be adequately covered by the existing “internal comment” field?
C
Clemens Heimlich
Arne Semmler: That's right, “notes” is conceptually close to “internal comment.” Basically, the field names are secondary and there were only suggestions above.
Arne Semmler
Clemens Heimlich: It could look something like this:
Arne Semmler
Alternatively, I add general office internal fields to incoming invoices in scoping. It would then look like this:
C
Clemens Heimlich
Arne Semmler: “That could look something like this:” - perfect