How or can you link a Transaction to a customer or Job?
Steve_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
0
Steve_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
Comments
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.