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Linking payables to a closed project

Is it possible to link a payable to an old project that has already been closed?


I found a thread on pre-payments, which was really useful. However, for closed projects the "add payable" button is grayed out. Is it not possible, then? Thanks!

Answer

+2
Answer

Hi,

If you are talking about classic projects (not sure about Smart as we don't use them), then payables are added to Jobs, not projects. As long as the job has not been invoiced, you should be able to add or change payables. If it has been invoiced (you can check that in the finance tab for that job), then you need to delete the job from the vendor invoice before you can change/add payables.

+2
Answer

Hi,

If you are talking about classic projects (not sure about Smart as we don't use them), then payables are added to Jobs, not projects. As long as the job has not been invoiced, you should be able to add or change payables. If it has been invoiced (you can check that in the finance tab for that job), then you need to delete the job from the vendor invoice before you can change/add payables.

Sorry, that's what I meant. Jobs. 

So if the job has been invoiced I cannot link any other payables unless I delete the job first. Is that correct?

What if the invoice is correct, and I just want to add another one? Not possible?

+1

Not delete the job, remove it from the vendor invoice. If you want to add another payable, you cannot do it on the same job (and that is reasonable). 


What we do if we have a small addition is add another task to the same project and then add the payable to the vendor's job in that task.