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How or can you link a Transaction to a customer or Job?

Steve_KelloggSteve_Kellogg Member Posts: 1

How or can you link a Transaction to a customer or Job?
Such as a materials purchase made at "Lowe's" for a particular Customer or Job

in Accounting Technical Support

Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    HI @Steve_Kellogg . When you add a customer or vendor to a Bill or Invoice, they'll automatically be linked to the income/expense. Currently, we do have a button in the transaction itself that will allow you to add this information for personal reference, but it doesn't connect to any of your reports to show the bigger picture.

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