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Question

How can I run to generate AP Bills after I setup Cost Budget tab?

  • January 18, 2024
  • 1 reply
  • 48 views

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Hello Community,

I have been looking out to generate AP Bills after I setup the Cost Budget tab? I have added a line under the Cost Budget tab, now how can I generate AP Bills for this?
 

 

1 reply

lbarker
Semi-Pro II
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  • Semi-Pro II
  • January 18, 2024

You cannot generate Bills auto from a project.  The system only generates invoices to the customer using billing rules on a task.

The cost budget is just that, a budget and no more functionality.  You need to either raise a purchase order that becomes a bill and link that to the project when creating it in the purchase order screen, or create a Bill in the bills screen that links to this project.