Within the 'Field Ticket' any 'Purchase Order' you create and assign to a job # shows up as a choice in the 'Deliveries' section when doing a 'Field Ticket' for that job #. Some credit card purchases are materials that also need to be included on the 'Field Ticket' and it would be beneficial if the 'Expenses' module would show up in the 'Deliveries' section on the 'Field Ticket' just as a 'Purchase Order' does.
Shea Wiemann
| Company | Geeding Construction, Inc |
| Job Title / Role | Director of Operations |
| I need it... | 1 month |
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Mark,
A new tab would be perfectly fine as well. We use the deliveries section too, just thought if expenses could be added to that section on top of everything else that is included in it you would have the option to add everything in one section.
Hi Shea,
Thanks for the additional information!
Since the Delivery's tab is used by other customers for other functions, we would most likely need to create a new tab to add in this functionality. I'd to see if we can get some additional votes from the community on this item.
Mark,
Sorry for the delayed response. As far as changing the flow of the Expense Module it wouldn't change and the 'Expense' would be created and routed as it currently is. The end goal is to have the 'Expense' recorded on the field ticket for a reference. I feel ideally it would be an option to select on the 'Deliveries' section of the field ticket, so when you have the drop down to add a 'Purchase Order' you would also see the 'Expenses' assigned to that job as well. That way when the customer signs off on the field ticket the 'Expense' is accounted for and we have approval to bill the customer. It would be ideal if on the field ticket it could pull the Vendor, Item Description, U/M, and Quantity fields, with an option to show price.
Hi Shea,
Would these expenses added need to be routed to AP Transaction Entry when the Field Ticket is approved? Since our Expense Module requires that credit card transaction are imported and linked to reimbursements before they are considered credit card transaction (and the CC vendor), we would need to change how our expense module handles CC transaction that haven't been linked to imported CC transactions. Since this request would take significant effort in modifying our current logic in expenses and adding new behavior in Field Tickets, I'd lik to see how the rest of the community feels about this request.
Thank you!