Adjustment/Grouping Options
We would like to include detail items on the "adjustment" screen under the transaction tab as well as the "Group" function when generating invoices.
Anonymous
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Anita
commented
If this relates to the situation that I believe that it does, this is the scoop. A user enters in transactions and generates transactions. Then the user is notified that rates were incorrect. So adjustments are made to correct the rate. When the invoice is created, all transactions display both the original and the adjustments. Grouping is not applicable because the invoice details on the individual transactions need to be on the invoice. Currently there are only two ways to get the detail and the transactions on the invoice: 1 Group all of the transactions under a single group and not show the total and then add each transaction line individually and manual line items or to reverse all of the original line items and start over. neither of these options are efficient. Ideally if transactions and adjustments could be combined to a single invoice line item the nets the two, it would make this situation easier to invoice.