Make project cost splits work in billing

  • 3
  • Idea
  • Updated 1 year ago
  • Implemented
Since the start of 2017, projects could be cost split between multiple clients. This allows the costs to be partitioned.
However, this doesn't extend to billing, and so invoices can't be split also between the set of clients.

Make the project cost split that can be seen in the cost management also apply to the billing section, so invoice amounts can be split between clients.
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Tom Tobin

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Posted 2 years ago

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Sieber-Gasser, Philip

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Thanks Tom, for formalising this input as a new idea. It would be a tremendous help for us if this was implemented asap, since we can't currently use the billing module for this very reason.
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Aashnee Kamboj, Community Moderator

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Hi Philip,

The feature is in the testing phase. We will keep the thread updated with the implementation details
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Sieber-Gasser, Philip

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Hi Aashnee,
Could we have a quick side conversation about how you intend to handle effective dates on %age splits? That would be most helpful for us to plan accordingly. As mentioned, we are unfortunately a bit under time pressure to get this working...
Many thanks and kind regards,
Philip
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Aashnee Kamboj, Community Moderator

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Hi Philip,

We are awaiting the deployment of the feature soon into the system. The idea behind the feature is to divide the hours based on the % allocation to the client. Hence ensuring, whatever hours are entered against the project will be divided and will be visible in the invoice that is created for the respective client

Thanks,
Aashnee
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Sieber-Gasser, Philip

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Hi Aashnee,
Sorry to keep pestering you about this, but do you have any news on the ETA for this new feature? 
Best, Philip
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Tom Tobin

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Philip, actually this was released yesterday. So today if you have a project with a split allocation, and you start to create an invoice, you will see the costs or hours split and only the proportional part for that customer.
So, if you have a project with a 60% split to client A, and 40% to client B, and a user enters 10 hours against that project, you will see 6 hours if you create an invoice for client A, at the rate, and so 60% of the amount.