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Status Unlikely to Implement
Categories Accounting Links Vendor Bills
Created by Guest
Created on Dec 17, 2024

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Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) without knowing which project they are for.

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    David Holler
    Reply
    |     Dec 18, 2024

    kljyan,

    You suggestion is a good one, however, that is outside Sage CM Product Scope. However, some of our subscribers create an overhead project. Please review this help topic: https://help.sagecm.intacct.com/Content/Modules/ImplementationGuidelines/OverheadCosts/Implementation_OverheadCosts.htm

    Please note that the ERP or Accounting software you integrate with does affect how the Overhead Project and the syncing preferences are setup.