Manage Purchase Invoices

Purchase Invoices enables you to add Supplier Invoices against budgeted Additionals, so that you can track costs against a project. Purchase Invoices are intrinsically linked to Additionals budgeted for in the Fee Estimator area, so as you add supplier transactions, you will see the Invoices update the Actual cost on the Budget vs Actual page. We recognise that you may need to edit Purchase Invoices or remove any that are no longer required, which is easily achieved using CMap’s Finance Admin tool.

In this article, we’ll explain how to:  

  • Edit a Purchase Invoice
  • Archive a Purchase Invoice

Edit a Purchase Invoice

1. From your Dashboard, head to the Finance Under the heading PURCHASE INVOICES, select Purchase Invoices.

2. A table will appear showing your Purchase Invoices.

3. Click on the Batch Name on the left-hand side of the screen and then find the Purchase Invoice you would like to edit.

4. Click on the  icon at the end of the Purchase Invoice row. Now you can edit the Purchase Invoice details:

5. Once you have made the necessary changes, click Save at the bottom of the page.

Archive a Purchase Invoice

1. Head back into the Finance tab and find the Purchase Invoices Tool.

2. Find the Purchase Invoice that you wish to delete and click the  at the end of the Purchase Invoice row.

3. A pop-up box will appear asking you to confirm that you wish to archive the Purchase Invoice. Click Yes.

The transaction will then disappear from the Purchase Invoices list as well as the project that it was allocated to.

Hey presto! Hopefully now you can manage your Purchase Invoices easily using the Finance Admin Tool, by editing any Purchase Invoices when necessary, and archiving any that are no longer required.

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