Link a bill to budget items or a purchase order

To link a bill to a job-specific purchase order (PO) or budget items, navigate to Finance > Bills > Select the relevant bill and complete the following steps:

Once the Edit bill screen pops up, select Link Job🔗and select the relevant job.
Next, select the Link To PO🔗or Link to Budget Items🔗button. This will allocate the supplier/subcontractor bill to items from the PO or job budget and allow you to track your costs accurately.
All the line items from the bill will be listed under the heading Unlinked Items. To track spending against cost categories for the job, you must link the line items to a Cost Item using the drop-down menu under the Linked Item column. Once each line item is allocated to a Cost Item, it will no longer be displayed in Unlinked Items, but will display down below under the relevant cost category.
Once allocated to a Cost Item, the system will show the remaining cost on the far right of each item. Remaining amounts shown in red indicate an item is over budget, while remaining amounts shown in green indicate amounts still under budget that are left to be billed / spent.