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Sage Construction Management Ideas Portal
Status Future consideration
Created by Guest
Created on Apr 24, 2024

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need approval. But they should be made aware of it.

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  • Audrey Peebles
    Reply
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    Aug 26, 2024

    What Tim said.


    I have left the workflow set at $0 or greater, but I believe I could also create an additional workflow for less than as well, if I wanted to.

  • Tim Smith
    Reply
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    Apr 25, 2024

    Guessing Workflow is setup for greater than $0?

    What we do to include credits is make the workflow rule less than a really large number instead