Keep track of your actual costs by adding and tracking the costs from your bills. You can create a bill from a supplier Invoice manually in FieldInsight or import bills automatically from Xero (setup in Xero settings).
To create a bill click on Sales - Bills and add new. You can also copy a Purchase Order to a bill using the copy button on the Purchase Order page. Select Bill in the copy to dropdown and select if you want to copy the job to the bill.
If you create a bill from an existing Purchase order the project information will be copied across, if you import you bills form Xero you need to manually add the Project.
Reconciling Purchase Orders to Bills
To link a bill to a purchase order, Click on Sales - Purchase Orders and open the Purchase Order that you want to reconcile. Click on the + bill button and select the bill to reconcile to this Purchase Order.
When all bills have been received, mark the Purchase Order as billed by changing the purchase order status to Bill received.
All bills added to the project will be added to the cost in the profit report. When all bills have been received and a Purchase order is marked as bill received the purchase order will no longer be added to the project cost.