When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.
by: Matthew D. | over a year ago | Accounts Receivable
Votes
17
Import Change Order Description to Progress Billing Once Approved
by: Matthew D. | over a year ago | Accounts Receivable
Comments
I agree. I have to reenter the description and co # when I bring over approved co's.
Agreed. It currently pulls from the Change # cell. No one can remember the number of each CO and what it is for. It needs to pull from the Description cell so that GC's know what we are actually billing for.
For the Sage IT people - Our IT person says:
"Progress Billing module import approved change orders should pull 'prmchg.chgnum&" "&prmchg.dscrpt' into the aialin.dscrpt field rather than just prmchg.chgnum"