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Oct 26, 2018 at 04:40 AM

Not invoiced times and expenses

618 Views Last edit Nov 16, 2018 at 07:39 AM 4 rev

Hi Gurus,

there are a number of not invoiced time and expenses in the project management. All these will be written off; mostly they are travel expenses.

The customer doesn't look at the profit center, only on the distinct sales orders related to the project and the project itself.

All projects are fixed price projects -already finished and invoiced.

All in all: The customer wants to get rid of the unposted times and expenses with as little work as possible. Is it enought to just close the project and the changing the sales order status to "finish invoicing"?

As the expenses and times are already posted to the projects: is it possible to just finish the projects and sales orders? What will happen in the system?

Although this is a special question for a customer it is always possible the expenses invoices arrive after the project and the sales order is closed. They will be assigned to the project and written off.

What would be the correct procedure doing so?

Kind Regards,

Klaus Hoffmann