Thursday, 15 July 2021

Another hidden gem - the invoicing screen "Data Validator" button

Before you invoice a job, wouldn't it be great if you could know instantly that all the required information is in place? Well, you can!

With a single button click Alpha Tracker's invoicing "Data Validator" tells you whether the project is ready to be invoiced. It checks for the following:

  • PO number
  • invoice address
  • invoice recipient
  • client not on stop
  • project value greater than zero.

If all the answers are green, you're good to go. If any are red, check or fix these before raising the invoice. Simple!

1 comment:

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