1) Is there a possibility to directly link an supplier invoice (or payement) to the activity it is supposed to be attached to, so the total is automatically increase in the costs of the "activity" section ? Or maybe is it possible to through the "activity expenses" section ?
2) Also can an expense be linked to the activity in the "expenses dashboard" (in the "report" section) ?
3) Finally, can a customer invoice (or payment) be linked to an activity so the activity appears in the "Summary of orders / customer invoicing" (in the "report" section) ?
1) Is there a possibility to directly link an supplier invoice (or payement) to the activity it is supposed to be attached to, so the total is automatically increase in the costs of the "activity" section ? Or maybe is it possible to through the "activity expenses" section ?
An invoice can be linked to an activity via the links, but the invoice amount will not be added this way.
You can indeed create an activity cost, but you won't see this amount in the activity processing, only on invoices for the capped time, time & materials projects types.
However, you can create activity expenses, which will be carried over to your activities.
2) Is it also possible to link an expense to the activity in the "Expense Dashboard" (in the "Report" section)?
3) Finally, is it possible to link a customer invoice (or payment) to an activity so that it appears in the “Summary of customer orders/invoices” (in the “Report” section)?
This is not currently available. You can contact us via the
form
to get a quote.
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