QQ for thems on FreeAgent

[ladymuck]

Does FA have a facility to create a purchase order - received from a client - and you assign sales invoices to it, thus keeping easy track of what's left?

I've been on Sage One for years now and the closest it has is to create a quote but I'm not sure if you can assign invoices to it that are less than the value of the quote (and they don't give you a sandbox environment to play around with such concepts). I suspect that's a feature available in Sage 50 that's more professional focussed, and more expensive.

I always like to suss out the alternatives when it comes around to year end so a feature like that would be useful.

TIA

[GhostofTarbera]

Nope long standing bug bear with user community


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[ladymuck]

I wonder if Xero has it? I heard that was a bit beefier than FA. Will have a poke about.

EDIT: It does! Instantly found it
Purchase Order Software | Xero UK

And it'll only be a couple of quid a month more than what I currently pay for Sage.

[malvolio]

Quick answer - Yes.

HTH.

[ladymuck]

Quick answer - Yes.

HTH.

FA or Xero?

[wattaj]

I've not played with it, but perhaps you could create a purchase order based project and then bill against that project?

Projects let you set a budget based on a number of hours, days, or pounds.

HTH.

[northernladuk]

FA or Xero?

Yes

[Fred Bloggs]

I've not played with it, but perhaps you could create a purchase order based project and then bill against that project?

Projects let you set a budget based on a number of hours, days, or pounds.

HTH.

Sounds to me like that's what LM wants to do?

[ladymuck]

Sounds to me like that's what LM wants to do?

Yes, that's an approach worth investigating.

I guess I'm more used to the purchase order way rather than 'project'.

[Craig@Clarity]

Does FA have a facility to create a purchase order and you assign invoices to it, thus keeping easy track of what's left?

I've been on Sage One for years now and the closest it has is to create a quote but I'm not sure if you can assign invoices to it that are less than the value of the quote (and they don't give you a sandbox environment to play around with such concepts). I suspect that's a feature available in Sage 50 that's more professional focussed, and more expensive.

I always like to suss out the alternatives when it comes around to year end so a feature like that would be useful.

TIA

There's a function called Projects and allocate sales invoices, expenses etc to it to track your profitability. There's also a function called Estimates so you can send out quotes, have them approved and then simply turn them into genuine invoices once the clients agree on it.