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Finding uninvoiced jobs

grigori 2 years ago in Home Portal / Smart Projects updated by Maciej (XTRF Senior Deployment & Training Specialist) 2 years ago 5

Hi all,


What is the "correct" way of listing all jobs by a certain vendor that haven't been invoiced? It's easy in the vendor module, but I haven't found an easy way to do display that metric as a PM. I realize this may be a dumb question, but I haven't been able to find a solution.


Thanks!

Answer

+1
Answer

In the jobs view, you can filter on Invoiced = no & on vendor. That should give you the information you need. If you don't see those filters, try editing your view and add them.



Hello,


I think the best/quickest way would be to select Add -> Provider Invoice from the top bar.

+1
Answer

In the jobs view, you can filter on Invoiced = no & on vendor. That should give you the information you need. If you don't see those filters, try editing your view and add them.



Under review

One more thing to add: you can also filter for Invoiceable jobs in the first place. Your own jobs or automated steps - those should probably not show on the view. 

When does the PM need this information? You have to put this information to that page. I think the virtual column would be the best solution for that.