Question

Expense Reference in Expense Sheet copies only to Internal Comment field in Project Transactions

  • 23 June 2023
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Buddhika Kurera
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Userlevel 6
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Customer Query: In the previous version of IFS (IFS APP 9), the expense reference from from the expense sheet was pulled though onto the Invoice Comments in project transactions, however since IFS10 it has been pulling through onto the Internal Comments section which means this needs to be copied and pasted to Invoice Comments screen if it is required on the invoice. Ideally we would like all Expense References to be pulled through onto Invoice Comments so they are visible on invoices.

Please can you tell me if this is possible in IFS10?

--Buddhika Kurera (buku) -- linkedin.com/in/bckurera/

1 reply

Buddhika Kurera
Rank
Userlevel 6
Badge +13

The reference is copied to Internal Comment field in the Project Transactions but not to the Invoice Comment field of a Project Transaction. What you expected is not a common expectation for all customers and the Invoice Comment field is visible in the invoice to the customer of the Project. You can try to achieve this using an event, if copy - paste consumes more time and if it is required to have the same value in the Invoice Comment field.

--Buddhika Kurera (buku) -- linkedin.com/in/bckurera/

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