Invoices

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

Note

Assigning invoices to POs is important for a coherent overall view of your budget.

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 invoice 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.

Activity Owner

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 permissions to the Attachments tab can download the files by clicking on them in the Attachments column.