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Add Client reference field in Job setup and add this field to the project summary report

This would be helpful for auditing our data against the client billing portal and ensure all invoices / contracts are matching at all time.

  • Julie Cooper
  • Jan 24 2023
Project Operations
Company JXB Projects
Job Title / Role Finance MAnager
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    January 25, 2023 03:11

    Hi Julie,
    It is possible to add a Contract/Order Ref on Job setup by way of
    configuration of the REFORD system parameter. I think this comes through on
    Invoicing.
    I'm not sure if this comes through on the project summary report though.
    We could extend this feature if required.
    Give it a try its a fairly safe one to add or try in test.
    cheers
    Andrew

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