Inter Entity Invoicing

The Inter-Entity Invoicing feature facilitates financial transactions between different organisations within the same group. This feature covers the sharing of projects between organisations, raising and approving invoices, and charging the client.

Sharing the Project to Another Organisation

In the originating organisation, click the share button to share this project with the supplier organisation:

Adding Jobs

Jobs should be added to the base organisation of the person working on them. This ensures that they can add work against this job to their productivity and allows them to raise deliverables against the job.

While users from other organisations within the group, with whom the project has been shared, can still view the jobs, they won’t be able to add productivity or raise deliverables for those jobs.

Raising an Invoice

The project will now be accessible from the supplier organisation, with limited features.

Members of the supplier organisation can add jobs as per normal.

Click on the ‘Inter Entity Invoices‘ tab to raise an invoice back to the originating organisation:

Click ‘Add‘ to include deliverables in your invoice and then click ‘Send for Approval‘.

Approving the Invoice

The invoice will now be available to be approved in the originating organisation.

Each line item must be matched to a branch within the originating organisation:

Charging to the Client

Once a purchase order has been created in the supplier organisation, it will be available to add as a deliverable in the originating organisation: