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 Post subject: Invoices - Track Work by Team
PostPosted: Sat Jan 25, 2014 2:01 pm 
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Joined: Wed Sep 28, 2011 11:00 am
Posts: 353
Invoices in the Multi-Farrier version are created in the same ways as in the standard version, but they also capture information about the team or teams who performed the work.

The Team information is specified at two levels: the overall invoice, and each line item on the invoice, as shown below:
Attachment:
MF_Invoice.png
MF_Invoice.png [ 48.93 KiB | Viewed 6197 times ]

When creating a new invoice, select the Team who performed most or all of the work. Then as individual line items are added to the invoice, that team will be pre-selected for each line item, but it can be changed to a different team on any item if necessary.

The team information collected in invoices is used for the Sales by Team report.

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Julie Schwalm
iForgeAhead


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