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Discount / Surcharge - expressed in $ and not in %

Monika 5 years ago in Home Portal / Classic Projects updated 5 years ago 3

Hello, I wanted to ask if there is a way to create a discount/surcharge that would be expressed in a fixed fee, for example, $50. I need this fee to add automatically to all Receivables created for this client.

Do you have any ideas or workaround? Any help much appreciated!

Best,

Monika

+2

You could make a separate job type/receivable for it. In the workflow definitions, you can set it to be automatically added to all projects using that workflow.

+1

This is how we do it when we need dollars rather than percentages. 

Thank you!

I also thought that there could be a periodic job running daily and adding the fee to all opened Receivables for projects (for that client) added "current" day to XTRF.