It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Megan Zwart
Jun 24, 2025
Under Bills > Actions > Copy Bill. If you copy a bill that is attached to a PO, it will not attach that PO and go against it. Does that make better sense?
[Logo, company name Description automatically generated]
Megan Zwart
Project Coordinator
mzwart@summitpartners.build
303-717-9786
5110 Granite Street Unit D | Loveland CO, 80537
*Please note our address has changed: 5110 Granite St Unit D, Loveland, CO 80538
Under Bills > Actions > Copy Bill. If you copy a bill that is attached to a PO, it will not attach that PO and go against it. Does that make better sense?
[Logo, company name Description automatically generated]
Megan Zwart
Project Coordinator
mzwart@summitpartners.build
303-717-9786
5110 Granite Street Unit D | Loveland CO, 80537
*Please note our address has changed: 5110 Granite St Unit D, Loveland, CO 80538
@Guest I am a little confused. Are you asking for:
A Bill based on a PO to be pushed over when the PO is copied?
A paper bill, PDF, or other image to follow the PO when that PO is copied?
As always, we welcome your ideas. Please clarify which option you're referring to, or if it's something else entirely.