Procurement
Onboarding › Procurement
If there are purchases in the project that are to be passed on to the customer or invoiced to the customer, the Purchasing module is the right one. This allows the outlays to be assigned to the project or the project phase. A creditor is entered for each invoice.
Manage outlays
All important settings such as currency, VAT, payment deadlines, etc. are entered on the outlay. The outlay is linked to an expense type on which rates and text are predefined. In addition, accounting-relevant settings such as expense account, revenue account and VAT rate can be defined at the expense type level. The expense types are created globally.
The outlay shows both the procurement and sales pages with the amount and VAT. Therefore, the outlay is also included for invoices to customers.
Manage outlays
Accounts payable
If desired, the accounts payable entries can be transferred directly to accounts payable. Third-party invoices have to be entered only once. Accounts payable are also useful for reimbursing expenses to employees. Expense reimbursements can thus be processed directly via accounts payable.
You can also assign outlays and expenses from different projects to a single creditor. This is useful, for example, if you want to spread the cost of a third-party invoice across several projects of a customer.
Additional Features
In connection with procurement, the following additional features are available:
Procurement
Based on the module External costs, this additional feature creates a folder structure for the purchasing process.
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