Sage 50 UKI Ideas Portal

A field on invoices for Project Id

When you raise an invoice from the Invoice tab, there is no link to projects meaning you cannot link customer invoices to projects.  This seems like a pretty basic cash flow planning tool so it is surprising that it is not available.  You can link via batch invoices but I do not use batch invoices as there is not enough detail available.  You an add the project id  via the transactions page but this is fiddly and seems unnecessary when it should be a basic inclusion.

  • Guest
  • Feb 16 2023