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Hello,
I have a posted project transaction with status "Chargeable" I want to change the status of the transaction to "Un-billable". I made an adjustment and you can see the result in the picture:
What I want is to "close" the two "Chargeables" against each other, so they won't show up when creating a project invoice proposal.
Is that possible?
Best regards
Hi Joachimpwc
Thanks for the question.
While adjusting the transaction make sure to change the line property.
Associate a line property where the Invoicing is not marked.
Hi Joachimpwc,
You can adjust the two transactions that have the chargeable property in the same way as you adjusted the 3rd line.
There is no 'closing' transaction available here as - for example - in the AR customer transactions form where you can settle transactions against each other.
Best regards,
Ludwig
Hello Ludwig,
Line number 2 and 3 were generated because I adjusted line 1 to un-billable.
If I understand you correctly, then if I want to settle the 2 chargable transactions against each other, I need to find them in another form. Like the AR form you spoke about?
Best regards Joachim
There is no settlement functionality for those transactions.
What you recorded is already sufficient (positive and negative billable line and positive non-billable line).
The project module does not have a settlement feature for the transactions as the AR or AP modules have.
So, there is nothing else that you can do here.
Unless you want to create and post a $0 invoice.
Thanks for clarifying. I thought it was possible without including the lines in an invoice.
Hi,
I believe the reason you get one line with chargeable and a negative sign is that the transaction you are trying to adjust already exists in an Invoice proposal. It was the issue in my case. When I deleted the Invoice proposal, I received Adjusted lines instead of +/- Chargeable lines. The adjusted lines are not included in Invoice proposals, and they are to be considered as closed. Hope this helps.
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