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Sage Construction Management Ideas Portal
Status Needs review
Created by Megan Zwart
Created on May 13, 2025

Copy Bill with attachment to PO

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.

  • Attach files
  • 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

  • Admin
    David Holler
    Jun 24, 2025

    @Guest I am a little confused. Are you asking for:

    1. A Bill based on a PO to be pushed over when the PO is copied?

    2. 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.