Invoices

You manage actual expenses through invoices. You can create as many invoices as you want for each element.
Invoices can be assigned to POs; this assignment allows you to cross-calculate planned and actual expenses for a correct overall picture in the budget load.

Note

Assigning invoices to POs is important so that you get a coherent overall view of your budget.

Properties of an Invoice

Property	Description
Name of the invoice	Enter a name for the invoice. If you do not enter a name, the invoice is displayed based on the following pattern in other lists (for example, for a request for a marketing development fund): [invoice date][invoice amount].
Amount	Enter an amount for the invoice (maximum: 99,999,999,999.99).
Payment status	Activate the checkbox if the invoice is paid.
Accounting date	Define the time at which the invoice is due so that the entered values can be transferred to the Actual column for the relevant month.
Booking Date	Enter the booking date.
Order Number	Enter the order number.
Reference Number	Enter the reference number.
Invoice Number	Enter the invoice number.
Cost Center	Define the cost center to which the estimate is to be posted.
Cost Type	Enter the cost type according to which the invoice is to be categorized. You can freely enter text or choose an already saved entry.
Supplier	Define the supplier who has issued the invoice.
Responsible person	Enter the responsible person.
Comment	Enter a comment.
Linked order	Link the invoice to a PO. This allows you to compare a PO with its corresponding invoice easily.
Attachments	Add a file attachment (a PDF file or link, for example). The date on which you created the attachment is added automatically. Users with access to the Attachments tab can download the files by clicking on them in the Attachments column.