Onboarding Purchasing
If there are external Purchases in the project that need to be forwarded on to the customer or passed on to the customer, the External Purchases module is the right one. It allows the outlays to be allocated to the project or the project phase. A creditor is entered for each invoice.
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 hours 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 the sales page with the amount and VAT. Therefore, the outlay is also included for invoices to customers.
If desired, accounts payable entries can be transferred directly to accounts payable. Third-party invoices need only be entered once. Creditors 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.
The following additional features are available in connection with procurement:
Based on the Purchases module, this additional feature creates a folder structure for the purchasing process.
Knowledge Base