hoping there's a simple answer to this one. i'm just getting started with evaluating allocPSA. It's great, except I need to have the ability to create an invoice for a project and have it deduct the invoice amount from the project budget.
if i create an invoice specifying the client AND project, use a generic line item, and the progress the invoice through "paid", the transaction gets created correctly but it is not linked to a project. when i look in the transaction table, projectID is null.
is this by design?
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I can't claim expertise with the operation of Invoices in allocPSA, but as a default operation, any timesheets that you create against a project, should be detailed as an expense on that projects information page. If the project is fixed-price, then your timesheets should be shown as an expense line, with a percentage of project budget spent already. Once you get to 100%, yow know you've spent the entirety of the budget.
If you would like to refer to this comment somewhere else in this project, copy and paste the following link:
hoping there's a simple answer to this one. i'm just getting started with evaluating allocPSA. It's great, except I need to have the ability to create an invoice for a project and have it deduct the invoice amount from the project budget.
if i create an invoice specifying the client AND project, use a generic line item, and the progress the invoice through "paid", the transaction gets created correctly but it is not linked to a project. when i look in the transaction table, projectID is null.
is this by design?
I can't claim expertise with the operation of Invoices in allocPSA, but as a default operation, any timesheets that you create against a project, should be detailed as an expense on that projects information page. If the project is fixed-price, then your timesheets should be shown as an expense line, with a percentage of project budget spent already. Once you get to 100%, yow know you've spent the entirety of the budget.