Forum Message

Allocating purchase invoices.

Hello,

Can you allocate purchase invoices to customers? For instance if I have 3 separate purchase invoices for parts for a customer bought at trade price and to be sold on for some profit, is there a way to allocate these to a person so I can see the totals of what I have spent on that specific job so far?

Thanks


Posted by Simon on Nov 8, 2017 12:31 PM GMT

Hi Simon,

You cannot allocate purchases to a customer, but you can set up 'jobs' and allocate sales and purchases to each job: in the invoice window click More Options > Job or Department. To see the income and expenses for each job, view the "Profit and Loss - By Job or Dept." report.

Regards,


Posted by Mark McLaren (Solar Accounts) on Nov 8, 2017 1:05 PM GMT