If you use Xero we automatically import supplier invoices on to your jobs. If you are not a Xero user, you can still use this functionality by creating the bill and adding it to the job manually.

To be able to reconcile your bill you need to have a Purchase order to attach it to. Learn how to create a Purchase order here.

There are two work flows for you to add bills to the job in FieldInsight

First- add the bill to the job.

Second - create the bill, then add the job.

Lets run through both workflows.

Once your supplier invoice has come in you can add the bill on to the job.

Search for your job and open it up.

if your supplier is not there Learn how to create one

Adding a PDF of the bill to your job is a great idea. This way it will never get lost.

Check everything is as the P/O states.

Your bill has now been added to the job.

Next step is to mark your P/O as bill received

Mark as Bill received

Once your supplier invoice has come you can create a bill then search for the job to reconcile it with.

On the Bills Tab Add new bill

Select the supplier the bill is from ( Learn how to add a supplier if it is not here)

Next Step is to search for your job to attach the bill to.

Check everything is ok with what was in the Purchase order

Adding a PDF of the bill to your job is a great idea. This way it will never get lost.

Next go into the job to make the P/O status as bill received

Mark as Bill received