Since the last update when posting invoices the A/R system forces you to key a Job # (I call it a Work Summary #). I do not necessarily invoice the same client that requested the job and your system seems to only allow Work Summary #'s that are tied to the client name. How do I get around this? I may not have any job linked to that client.

Hi,

What version and release date of Receivables are you referring to specifically? You can get this information by selecting Help and About from the main menu in Receivables.

9.0A (090928)

Hi,

I just tested using that same release and wasn't forced to enter an invoice with a job #. Even if I chose to enter a job # on an invoice for a customer other than the customer associated with the job in JobCost, I did not experience any problems saving the entry nor posting it.

Would you provide more detail as to the exact steps you are taking when entering the invoice, the type of invoice and what message(s) you are being given?

Is it possible you're referring using Receivables with another program? What is the version(release date) of the other program?

Thanks.

Thanks, I went back and tried to enter an invoice by tabbing past the spot for job #. It then works, it doesnt' work if you enter a job # not set up for that client. So I will just ignore that spot on the data entry screen.

Thanks
Cindi

Hi Cindi,

The check is there to make sure that you are billing the correct client. JobCost users had complained that sometimes they inadvertantly billed a job to the wrong client and they wanted us to fix that.