Managing Invoices and Receipts That Don't Link to Jobs
Managing Invoices and Receipts That Don't Link to Jobs |
Sometimes you may receive invoices or receipts that don’t need to be attached to specific jobs in Burdi. If this is the case, you can adjust the supplier's settings so these documents go directly to Xero instead.
How to Update the Supplier's Settings
Open the Supplier's Settings:
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Navigate to the Suppliers Settings section in Burdi.
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Select the supplier whose settings you want to change.
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Update Job Requirements:
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Untick "ServiceM8": This ensures that the invoices and receipts from this supplier will not be sent to ServiceM8.
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Untick "Job Number Required": This removes the requirement for a job number, allowing these documents to process without being linked to a specific job.
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Save Your Changes:
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Once unticked, any future receipts from this supplier will only go to Xero.
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Why Is This Useful?
This adjustment is ideal for suppliers who provide expenses or services not tied to specific jobs.
Got any questions? Call us at 1800 223 532 or send us an email at hello@burdi.com.au if you require support.
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