Hello Laurie, thank you for submitting this request! We will review and submit accordingly.
Project Spend - Vendor Invoice Tracking (Another great idea - please read me and vote)
We track VENDOR invoices (date submitted, invoice period, resource on invoice, hours for resource, hourly rate for resource etc) in Excel. I want to be able to track this in Clarizen. There would be 1 to many invoices, each invoice would have 1to many vendor resources and their detail for what we are being charged.
Clarizen has not option to do this currently that I am aware of.
We need to track more than internal labor. Invoice tracking is key to the overall project.
We also want to be able to do % of spend. I have a total budget of $100K, I have spent $50k, therefore I have 50% left and 50% spent.
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I was going to create a new post but this is pretty close so...
I would be great if you could duplicate the Expense & Expense Sheet Module (with some small changes, how the financials add to project etc.) and calling 'Invoice Items' & 'Invoice Sheet'. I Know it obviously not as easy as copying and pasting but would be great to add.
Hello Isaac, thank you for your input. I will update this community post if there is any new information of this feature being implemented.
Did this ever gain traction? I want to capture invoices that come in for non-labour resources and have the amounts added to action cost in the month they were incurred. Right now it seems my only option is to enter a lump sum action cost but there is no breakdown to reference