Planner receipts

Planners can create and edit receipts for invoices that relate to their own projects. Accounting staff can also create internal ToDo’s to give planners access to receipts.

Receipts may be created to pay incoming invoice from suppliers or to reimburse employees. They are created in the same way an invoice or quote is written, except the items are for outgoing payments not fees to clients.

All attachments added to a receipt must be in PDF format.

Receipts created within Project Documents

Planners can also create receipts directly within a project under the project documents container.