Forced selection of a project
Question asked by Kevin Doran 10 years ago
Is it possible to force a project to be selected when creating a sale/bill? i.e. not selecting one brings up an error msg?
Indeed you can, Kevin. You will first have to switch on the Toggle Feature called 'Project Invoice Items' (Settings > Organisation > Toggle Features > Invoicing and Expenses > Project Invoice Items) and then this will allow you to assign each item of an invoice to a different project should you so wish.
Chris
Best answerHi Kevin, Yes this is possible. If you go to Suppliers/Customers > Click on the name > Edit Contact > Preset Information > Default Project. I hope that answers your question and is what you were after.
Many Thanks,
Chris
Brilliant, nice one Chris.
I don't suppose it's possible to split an individual invoice over numerous projects?
Ignore that, i've just seen the option to add a project per invoice item.
Your first answer re 'forcing' a project selection doesn't really work though as that ties a particular client/supplier to a specific project where as they could belong to any project - I just want to make sure one is selected full stop.
Indeed you can, Kevin. You will first have to switch on the Toggle Feature called 'Project Invoice Items' (Settings > Organisation > Toggle Features > Invoicing and Expenses > Project Invoice Items) and then this will allow you to assign each item of an invoice to a different project should you so wish.
Chris
Best answer
I would also be interested to know if you can 'force' selection of a project. The answers above provide guidance on the actual selection of a project but I would like users to be unable to save a form until a project has been selected - is this possible?
You must 